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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Educational Development (EDUC) investor relations material
Educational Development 17th Annual Southwest IDEAS Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.17th Annual Southwest IDEAS Conference summary19 Nov, 2025
Company overview and business model
Focuses on beauty and fashion software, operating both B2B and B2C models with global reach and 410 employees, half in R&D.
Holds $170 million in cash, no debt, and a $175 million market cap.
B2B clients include major brands like Estée Lauder, Shiseido, Ulta, Amazon, and Google; B2C apps are available globally.
B2B revenue share dropped from 75-80% in 2022 to a projected 30% by year-end, as B2C subscription growth accelerated.
B2C apps use a freemium model, with recent premium tier introduction boosting average selling price.
Technology and product development
Core technology is GenAI for photo and video editing, driving both B2B and B2C growth.
Over 55 patents, 10 years of AI/AR experience, and 800+ brand clients with 900,000 SKUs.
B2B software is modular and priced by geography, SKUs, and features; annual contracts with 90%+ retention.
B2C apps (YouCam Makeup, YouCam Perfect) target beauty/fashion, with 940,000 paying subscribers mainly in developed markets.
Plans to embed AI agents in all apps by 2026 for personalized beauty and fashion advice.
Market trends and competitive landscape
B2B growth slowed due to macroeconomic pressures on brand clients, while B2C subscriptions surged post-pandemic.
B2C subscriber base is 75-80% female, mostly teens to twenties.
B2B competition is limited; B2C faces many competitors, but differentiation comes from deep beauty/fashion focus and proprietary data.
Strategic M&A, such as the Wannabe acquisition, expanded AR clothing and accessories capabilities.
API business is growing, with adoption beyond beauty/fashion, e.g., virtual mirrors in Japanese department stores.
Strategic implications of B2B revenue shift
Defensibility with partner AI models
B2C subscriber/ASP strategy effectiveness
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Next Educational Development earnings date
Q3 202612 Jan, 2026
Next Educational Development earnings date
Q3 202612 Jan, 2026
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Frequently asked questions
Educational Development Corporation publishes and distributes educational books for children, primarily focusing on early childhood development, literacy, and learning resources. It operates through a direct sales division and supplies products to retail outlets and independent consultants. The company offers a wide selection of educational titles and related materials aimed at parents, schools, and libraries. The company is headquartered in Tulsa, Oklahoma, and its shares are listed on the NASDAQ.
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