)
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.
Perfect Corp (PERF) investor relations material
Perfect Corp 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
Software company in beauty and fashion, founded in 2015, headquartered in Taipei, with 410 employees and a $175M market cap.
Operates both B2B and B2C segments, with B2C now accounting for about 70% of revenue due to rapid growth.
B2B clients include major global brands; B2C apps use a freemium model with premium subscriptions.
Holds over 55 patents, with a strong focus on in-house GenAI and AR technology for photo and video editing.
Global presence with significant revenue from the US, EU, and Japan.
Technology and product development
GenAI technology for photo and video editing is the main growth driver for both B2B and B2C.
AI agents are planned to be embedded in all apps by 2026, focusing on personalized beauty and fashion advice.
Technology stack is built on top of foundational models from partners like OpenAI and DeepSeek, with proprietary layers for beauty and fashion.
Over 800 brand clients and 900,000 SKUs, generating large datasets for AI training.
Recent M&A includes acquisition of Wannabe, expanding Virtual Try-On to luxury accessories.
Market trends and financial performance
B2C subscriber base grew from 250,000 to over 1 million in four years, driven by GenAI features.
B2B growth slowed due to macroeconomic pressures on brand clients, while B2C continues to expand despite a slight decline in paid subscribers after price increases.
2023 revenue guidance is 13%-14.5% growth, with actuals surpassing this pace through Q3.
Operating cash flow positive, $170M in cash, no debt, and first positive operating income in Q3.
Gross margins around 75%, with marketing and R&D as major expenses; EBITDA positive.
Long-term margin impact of B2C revenue dominance?
Differentiate 2026 AI agents from general AI?
Impact of L'Oréal's competitor acquisition on B2B?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Perfect Corp earnings date
Q4 202527 Feb, 2026
Next Perfect Corp earnings date
Q4 202527 Feb, 2026
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
Perfect Corp. is a company in the beauty and fashion technology sectors, known for its use of artificial intelligence (AI) and augmented reality (AR) solutions. Established in 2015, the company focuses on offering a wide range of SaaS solutions designed to enhance customer engagement and drive sales growth for beauty and fashion brands. These solutions encompass Beauty AI, Skin AI, Fashion AI, and Generative AI, aimed at supporting brands through digital transformation. Perfect Corp.'s offerings include AR- and AI-powered makeup, skin analysis, hair, jewelry, accessories, glasses, watches, nails, men's grooming, product recommendations, face analyzer, beauty advisor services, AR live casting for web and app, in-store QR code try-on, and various virtual try-on applications. It also develops popular consumer apps such as YouCam Makeup, YouCam Perfect, YouCam Video, YouCam Cut, YouCam Nails, and YouCam Fun. The company is headquartered in New Taipei City, Taiwan, and its shares are listed on the NYSE.
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