)
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.
Karooooo (KARO) investor relations material
Karooooo UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Business overview and market position
Operates a SaaS platform focused on telematics, fleet management, AI, vision, and logistics, with 2.5 million subscribers in 24 countries.
South Africa generates over 70% of revenue and has a 40% market share, with 1.9 million subscribers out of a 13 million vehicle pool.
Competes with Geotab, Powerfleet, Netstar, and Ctrack in South Africa; faces smaller, less feature-rich competitors in Asia and local players in Europe.
Fully vertically integrated, unlike many competitors who outsource parts of their business.
Asia is the fastest-growing segment, with a focus on expanding sales headcount and platform sophistication.
Growth strategy and regional performance
South Africa still offers significant growth runway, with new products like Cartrack-Tag and AI video driving upsell opportunities.
Subscriber growth in South Africa was 15% and revenue growth 18% in the last quarter; focus remains on cementing leadership and expanding sales teams.
Asia sales headcount targeted to increase by 70% year-over-year, aiming for mid- to high-20% subscription revenue growth.
Europe continues to build sales capacity, with ongoing investments to drive adoption and profitability.
No macro headwinds observed; subscription revenue growth guidance for FY 2026 is 16%-21%, with 20% achieved in Q2.
Product innovation and cross-sell initiatives
Cartrack-Tag is an asset tracking device for non-vehicle equipment, addressing customer needs in construction and logistics.
Cross-selling Tag and video solutions to existing customers is a strategic focus, with low single-digit penetration rates and significant runway for growth.
Video solutions offer a 2x-4x ARPU uplift at similar operating profit margins to the core business.
Cross-sell initiatives are prioritized to maintain competitive advantage and drive long-term business health.
New features are typically included in existing pricing tiers to drive retention, with hardware products requiring a dedicated sales process.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Karooooo earnings date
Raymond James TMT and Consumer Conference9 Dec, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Karooooo Ltd., through its subsidiaries, develops automaton-based software platform for managing connected vehicles, such as for fleet operators. The company's platform provides vehicle connectivity, intelligence in connected cars, fleet management and real-time data management for fleet operators and vehicle manufacturers. Karoo's platform enables the management and control of all aspects of connected vehicles, from the collection of data to the usage of various mobility services. Karooooo Ltd. was founded in 2001 and is headquartered in Singapore.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage