Duolingo, Inc.
DUOLQ4 2022(DUOL Q3 FY2022)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$278.9M
AI Revenue (Q)
$14.4M
Total Revenue (Q)
$96.1M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Filing was truncated and does not contain financial statements or revenue data. Same rationale as Q2 FY2022. Duolingo's Birdbrain AI engine continued to power the adaptive learning experience. No GPT-4 integration or Duolingo Max subscription tier existed yet. Conservative 15% estimate reflects AI's enabling role in core product differentiation without any AI-specific revenue breakout from the company.
Analyzed by claude-opus-4-6
Quoted Figures
Filing truncated during extraction — contains only forward-looking statements and risk factors. No financial statements available.
10-Q filed for period ending September 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