Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Duolingo's third quarter results reflect both strengths and areas of potential concern for investors.</li><li>The company continues to show robust daily active user (DAU) growth, with a stated 36% year-over-year increase for Q3.</li><li>Current guidance projects nearly $1.2 billion in bookings by year-end with 33% growth and an adjusted EBITDA margin of 29%.</li></ul>

Duolingo's third quarter results reflect both strengths and areas of potential concern for investors.The company continues to show robust daily active user (DAU) growth, with a stated 36% year-over-year increase for Q3.Current guidance projects nearly $1.2 billion in bookings by year-end with 33% growth and an adjusted EBITDA margin of 29%.

Duolingo Inc: Massive Advances in Adaptive Learning Technology & Key Growth Levers!

<ul><li>Duolingo's second-quarter 2025 results illustrate a company in a robust growth phase, marked by strong financial performance and promising strategic developments, balanced with some areas requiring further attention.</li><li>On the positive side, Duolingo continues to show impressive financial strength with record profitability and solid top-line growth across all subscription tiers.</li><li>This performance has enabled the company to once again raise its full-year guidance, highlighting confidence in its ongoing strategy.</li></ul>

Duolingo's second-quarter 2025 results illustrate a company in a robust growth phase, marked by strong financial performance and promising strategic developments, balanced with some areas requiring further attention.On the positive side, Duolingo continues to show impressive financial strength with record profitability and solid top-line growth across all subscription tiers.This performance has enabled the company to once again raise its full-year guidance, highlighting confidence in its ongoing strategy.

Duolingo’s Expansion Beyond Languages With Math

<ul><li>Duolingo recently released its financial results for the first quarter of 2025.</li><li>The company demonstrated strong performance across several key metrics, despite facing some uncertainties and competitive challenges.</li><li>From a financial standpoint, Duolingo's first quarter results showed a robust year-over-year increase in daily active users (DAUs), with a growth rate of 49%.</li></ul>

Duolingo recently released its financial results for the first quarter of 2025.The company demonstrated strong performance across several key metrics, despite facing some uncertainties and competitive challenges.From a financial standpoint, Duolingo's first quarter results showed a robust year-over-year increase in daily active users (DAUs), with a growth rate of 49%.

Duolingo: Why Are They Diversifying Into Different Learning Areas to Broaden Its Educational Portfolio!

<ul><li>Duolingo, Inc., creators of the popular language-learning app, reported their financial results for the fourth quarter and full year of 2024.</li><li>The company demonstrated noteworthy growth across several key metrics, but also highlighted challenges requiring attention.</li><li>Since its initial public offering (IPO) 3.5 years ago, Duolingo significantly increased its user base and financial metrics, recording an impressive rise in daily and monthly active users by 30 million and 80 million, respectively.</li></ul>

Duolingo, Inc., creators of the popular language-learning app, reported their financial results for the fourth quarter and full year of 2024.The company demonstrated noteworthy growth across several key metrics, but also highlighted challenges requiring attention.Since its initial public offering (IPO) 3.5 years ago, Duolingo significantly increased its user base and financial metrics, recording an impressive rise in daily and monthly active users by 30 million and 80 million, respectively.

Duolingo’s Diversified Offerings: Duolingo Free

<ul><li>Duolingo has made headlines recently with a sharp rise in users flocking to its Mandarin courses.</li><li>This surge coincides with a wave of U.S. users abandoning TikTok amidst uncertainty about its future, following potential bans discussed by the U.S. Supreme Court.</li><li>As TikTok users migrate to RedNote (Xiaohongshu), a Chinese social media app, interest in Mandarin has grown significantly, contributing to a 216% year-over-year increase in Mandarin learners on Duolingo.</li></ul>

Duolingo has made headlines recently with a sharp rise in users flocking to its Mandarin courses.This surge coincides with a wave of U.S. users abandoning TikTok amidst uncertainty about its future, following potential bans discussed by the U.S. Supreme Court.As TikTok users migrate to RedNote (Xiaohongshu), a Chinese social media app, interest in Mandarin has grown significantly, contributing to a 216% year-over-year increase in Mandarin learners on Duolingo.

Duolingo’s TikTok-Fueled Surge: A Golden Opportunity or Fading Trend?

United States

Duolingo, Inc. designs and develops mobile learning platform. The Company teaches students a foreign language while simultaneously contributing to translate real-world content from the web. Duolingo serves students worldwide.

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Duolingo (DUOL US)

Duolingo Inc: Massive Advances in Adaptive Learning Technology & Key Growth Levers!

Duolingo's third quarter results reflect both strengths and areas of potential concern for investors. The company continues to show robust daily...

Baptista Research

Duolingo’s Expansion Beyond Languages With Math

Duolingo's second-quarter 2025 results illustrate a company in a robust growth phase, marked by strong financial performance and promising...

Baptista Research

Duolingo: Why Are They Diversifying Into Different Learning Areas to Broaden Its Educational Portfolio!

Duolingo recently released its financial results for the first quarter of 2025. The company demonstrated strong performance across several key...

Baptista Research

Duolingo’s Diversified Offerings: Duolingo Free

Duolingo, Inc., creators of the popular language-learning app, reported their financial results for the fourth quarter and full year of 2024. The...

Baptista Research

Duolingo’s TikTok-Fueled Surge: A Golden Opportunity or Fading Trend?

Duolingo has made headlines recently with a sharp rise in users flocking to its Mandarin courses. This surge coincides with a wave of U.S. users...

Baptista Research

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