Duolingo, Inc.
DUOLQ3 2022(DUOL Q2 FY2022)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$271.3M
AI Revenue (Q)
$13.3M
Total Revenue (Q)
$88.4M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Filing was truncated and does not contain financial statements or MD&A with revenue data. Duolingo's core product in Q2 2022 relied on Birdbrain, its proprietary AI-powered adaptive learning engine that has been central to the platform since inception. At this time, Duolingo had not yet integrated GPT-4 or launched Duolingo Max. AI was integral to the adaptive learning algorithms, spaced repetition, and content recommendation systems, but the company did not break out or discuss AI-specific revenue. Conservative estimate of 15% reflects AI's role in the core adaptive learning engine (Birdbrain) that differentiates the subscription product, without GPT-4 features or explicit AI premium tier.
Analyzed by claude-opus-4-6
Quoted Figures
Filing truncated during extraction — contains only forward-looking statements and risk factors. No financial statements, revenue disaggregation, or AI product discussion available in the extracted text.
10-Q filed for period ending June 30, 2022
AI Products Identified (Ring 1)
Birdbrain adaptive learning engineSpaced repetition algorithmsContent recommendation system
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Subscription revenueDuolingo English Test (AI-proctored)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix