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    Mark Stephen Mahaney • Evercore ISI

    Mark Stephen Mahaney's questions to Duolingo Inc (DUOL) leadership

    Mark Stephen Mahaney's questions to Duolingo Inc (DUOL) leadership • Q1 2025

    Question

    Mark Mahaney from Evercore ISI requested an update on the adoption of the math and music subjects and asked about the rationale and potential timing for price increases on the Super Duolingo tier.

    Answer

    CEO Luis von Ahn said there was no new DAU metric for math and music, but reiterated that they are growing faster than language learning. Regarding pricing, he stated that the company is constantly testing, and any potential price increases for the Super tier would be strictly data-driven based on the results of those A/B tests.

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    Mark Stephen Mahaney's questions to Duolingo Inc (DUOL) leadership • Q4 2024

    Question

    Mark Mahaney asked about plans to make the AI character 'Lily' more dynamic, the outlook for subscription revenue per subscriber, and the reason for lower advertising revenue.

    Answer

    CEO Luis von Ahn explained the goal is to make 'Lily' a more engaging conversational partner that remembers past interactions to drive higher engagement. CFO Matt Skaruppa confirmed that the full-year guidance assumes positive growth in revenue per subscriber, driven by shifts to the Family Plan and Max. He noted that ad revenue was lighter because the company prioritized using ad inventory for in-house promotions of its subscription tiers.

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    Mark Stephen Mahaney's questions to Oddity Tech Ltd (ODD) leadership

    Mark Stephen Mahaney's questions to Oddity Tech Ltd (ODD) leadership • Q1 2025

    Question

    Mark Stephen Mahaney from Evercore ISI asked for more detail on the drivers of gross margin expansion and the company's long-term outlook for this metric.

    Answer

    Global CFO Lindsay Drucker Mann explained that while gross margin was strong due to cost efficiencies and product mix, the team focuses on contribution margin (DC margin) after media spend, not gross margin itself. She noted that while they've historically guided conservatively, the long-term run rate is expected in the high 60s, not the current 71%, but they remain committed to 20%+ adjusted EBITDA margins. CEO Oran Holtzman added that pushing higher AOV products like IL MAKIAGE SKIN also boosts gross margin.

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    Mark Stephen Mahaney's questions to Booking Holdings Inc (BKNG) leadership

    Mark Stephen Mahaney's questions to Booking Holdings Inc (BKNG) leadership • Q1 2025

    Question

    Mark Stephen Mahaney inquired about Booking's strategy for its 'attractions' vertical, which is seeing high growth, and the product roadmap for its proprietary AI tools, asking when they might exit beta.

    Answer

    CEO Glenn Fogel explained that attractions are a key part of the long-term 'connected trip' vision, which required building foundational elements like payments and flights first. He noted the 92% growth is significant and the focus is now on scaling this vertical. Regarding the AI tools, Fogel acknowledged they are in early, beta-like stages and will take time to perfect, but emphasized that they are improving daily across brands like Booking.com, Priceline, and KAYAK.

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    Mark Stephen Mahaney's questions to Booking Holdings Inc (BKNG) leadership • Q4 2024

    Question

    Mark Stephen Mahaney inquired about the outlook for the airline product following its recent growth acceleration and asked for details on the new 'operator' partnership.

    Answer

    CEO Glenn Fogel expressed excitement over the 52% growth in flights but cautioned against linear projections, stating future growth will come from deeper integration into the 'connected trip' rather than new market rollouts. Regarding the 'operator' partnership, he noted it is in a very early, experimental phase with no economic details to share, emphasizing it as a learning opportunity with a key AI partner.

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