Duolingo, Inc.
DUOLQ4 2023(DUOL Q3 FY2023)Estimated22% AI
AI Revenue %
22%
AI Fair Value
$399.5M
AI Revenue (Q)
$30.3M
Total Revenue (Q)
$137.6M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Filing was truncated — no financial data available in extracted text. Q3 2023 quarterly revenue is not directly available from comparative filings. Duolingo Max continued expanding with GPT-4 features (Roleplay, Explain My Answer). CEO Luis von Ahn discussed using AI to replace contractors for content creation on earnings calls. Birdbrain AI continued as core adaptive engine. Estimate of 22% reflects continued growth of Duolingo Max tier plus AI-driven content generation beginning to reduce costs and improve product. No specific revenue figures can be quoted from this filing.
Analyzed by claude-opus-4-6
Quoted Figures
Filing truncated during extraction — contains only forward-looking statements and risk factors. No financial statements or AI product discussion available.
10-Q filed for period ending September 30, 2023
AI Products Identified (Ring 1)
Birdbrain adaptive learning engineDuolingo Max (GPT-4 Roleplay, Explain My Answer)AI-generated contentSpaced repetition algorithms
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
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix