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    Edison Kai

    Vice President and Equity Research Analyst at Citic Securities

    Edison Kai is a Vice President and Equity Research Analyst at CITIC Securities, specializing in coverage of the telecommunications and technology sectors with a focus on Chinese companies such as China Tower Corporation Limited. Known for his in-depth fundamental analysis and sector insights, Kai has provided research and recommendations on key listed infrastructure players in the region. Since joining CITIC Securities in the late 2010s, he has built a reputation for thorough sector coverage, though specific performance metrics and major recognized achievements remain confidential. Edison Kai holds relevant securities analyst credentials as required by PRC regulatory authorities and is valued for his expertise on China’s evolving telecom landscape.

    Edison Kai's questions to Duolingo (DUOL) leadership

    Edison Kai's questions to Duolingo (DUOL) leadership • Q1 2025

    Question

    Edison Kai from Citigroup Inc. asked how Duolingo's marketing strategy will shift to promote its growing in-depth English content and new, more competitive subjects like chess.

    Answer

    CEO Luis von Ahn explained that the core marketing strategy remains creating highly efficient, viral social media content. For specific goals, like promoting advanced English content or new subjects, they will augment this with targeted efforts like influencer marketing and regional TV campaigns (e.g., in Japan), while applying their 'unhinged' viral playbook to new areas like chess.

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    Edison Kai's questions to Duolingo (DUOL) leadership • Q4 2024

    Question

    Edison Kai asked about the drivers of new versus resurrected user growth, the effectiveness of recent marketing campaigns, and the specific growth dynamics in markets like Japan and Latin America.

    Answer

    CEO Luis von Ahn explained that as markets mature, the proportion of resurrected users naturally increases, and they now slightly outnumber new users overall. He noted that social media-focused marketing campaigns are effective at attracting both new and resurrected users. A key area for improvement is the retention of resurrected users, which is currently lower than that of new users, something the company is actively working on.

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