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Duolingo(DUOL) - 2024 Q2 - Quarterly Results
2024-08-08 04:02
财务表现 - 公司Q2 2024总预订量为190.1亿美元,同比增长38%[10] - 公司Q2 2024订阅预订量为156.5亿美元,同比增长47%[10] - 公司Q2 2024付费订阅用户数为800万,同比增长52%[10] - 公司Q2 2024日活跃用户数为3410万,同比增长59%[10] - 公司Q2 2024月活跃用户数为10360万,同比增长40%[10] - 公司Q2 2024总收入为178.3亿美元,同比增长41%[10] - 公司Q2 2024净利润为24.4亿美元,同比增长超过100%[10] - 公司Q2 2024调整后EBITDA为48.1亿美元,同比增长超过100%[10] - 公司Q2 2024调整后EBITDA利润率为27.0%,同比增长10.5个百分点[10] - 公司Q2 2024自由现金流为54.9亿美元,同比增长60%[10] - 公司资产总额从2023年12月31日的9.54亿美元增加到2024年6月30日的11.39亿美元[57] - 公司负债总额从2023年12月31日的2.98亿美元增加到2024年6月30日的3.72亿美元[58] - 公司2024年第二季度收入为1.78亿美元,较2023年同期的1.27亿美元增长[59] - 公司2024年第二季度净收入为2435.1万美元,较2023年同期的372.5万美元增长[59] - 公司2024年上半年经营活动提供的净现金为1.46亿美元,较2023年同期的6677.1万美元增长[60] - 公司2023年第二季度净收入为372.5万美元,2024年第二季度增长至2435.1万美元[63] - 公司2023年第二季度调整后EBITDA为2087.1万美元,2024年第二季度增长至4811.7万美元[63] - 公司2023年第二季度调整后EBITDA利润率为16.5%,2024年第二季度增长至27.0%[64] - 公司2023年第二季度自由现金流为3434万美元,2024年第二季度增长至5486.7万美元[71] 用户定义 - 公司定义月活跃用户(MAUs)为每月与Duolingo应用或网站学习部分互动的唯一用户[48] - 公司定义日活跃用户(DAUs)为每日与Duolingo应用或网站学习部分互动的唯一用户[49] - 公司定义付费订阅用户为在测量期末拥有活跃订阅的任何Duolingo订阅服务的付费用户[50] - 公司定义订阅预订为从任何Duolingo订阅服务的购买中收到的金额,总预订包括订阅预订、广告收入、Duolingo英语测试的购买和应用内虚拟商品的购买[51] 财务指标 - 公司使用非GAAP财务指标,包括调整后的EBITDA和EBITDA利润率,但由于某些项目的量化困难,未提供与GAAP净收入的调节[45] 运营费用 - 公司2023年第二季度总GAAP运营费用为9791.6万美元,2024年第二季度增长至11227.8万美元[65] - 公司2023年第二季度非GAAP运营费用为7232.8万美元,2024年第二季度增长至8311.6万美元[65] - 公司2023年第二季度GAAP研发费用为4794.7万美元,2024年第二季度增长至5514.7万美元[66] - 公司2023年第二季度非GAAP研发费用为3621.9万美元,2024年第二季度增长至4017.6万美元[66] - 公司2023年第二季度GAAP销售与市场费用为1773.4万美元,2024年第二季度增长至2017.4万美元[67] - 公司2023年第二季度非GAAP销售与市场费用为1647.3万美元,2024年第二季度增长至1873.5万美元[67]
Duolingo Hits 100M MAUs, Reports 59% DAU growth and 41% Revenue Growth in Second Quarter 2024
Newsfilter· 2024-08-08 04:01
PITTSBURGH, Aug. 07, 2024 (GLOBE NEWSWIRE) -- Duolingo, Inc. (NASDAQ:DUOL), the world's leading mobile learning platform, announced results for the second quarter ended June 30, 2024 in a shareholder letter that is posted at investors.duolingo.com. "We achieved significant milestones in the second quarter, surpassing 100 million MAUs and reporting 8 million subscribers," said Luis von Ahn, Co-Founder and CEO of Duolingo. "Our user growth accelerated, and we saw record levels of engagement. Over 20% of our D ...
Where Will Duolingo Be in 5 Years?
The Motley Fool· 2024-08-07 23:37
Duolingo is a leading name in online language learning, but it's still a small company with big dreams -- how far can it go in the next five years?The language-learning company Duolingo (DUOL 1.41%) launched in 2012. Duolingo's mobile app is currently the third most popular app in the Apple App Store's education category, ahead of popular learning resources such as Instructure's Canvas platform and Alphabet's (GOOG 1.28%) (GOOGL 1.58%) Google Classroom. On Alphabet's Android Play Store, Duolingo sits at the ...
Pre-Q2 Earnings: Is Duolingo (DUOL) a Portfolio Must-Have?
ZACKS· 2024-08-07 01:05
Duolingo, Inc. (DUOL) is scheduled to report its second-quarter 2024 results on Aug 7, after the bell.The Zacks Consensus Estimate for DUOL’s bottom line in the to-be-reported quarter stands at 33 cents per share, indicating a 312.5% year-over-year improvement. The consensus estimate for revenues is pegged at $176.9 million, indicating a 39.5% increase from the year-ago reported figure. One estimate for the to-be-reported quarter’s earnings moved north over the past 30 days versus no southward revisions.Ima ...
Beyond Gamification - Duolingo's Competitive Edge
Seeking Alpha· 2024-08-06 16:45
Hinterhaus Productions/DigitalVision via Getty Images Investment Thesis Last year, Duolingo's (NASDAQ:DUOL) stock outperformed the market and had a decent run. However, it has recently had a slight decline, falling 42% from its peak of $251. Stock performance (Seeking Alpha) Not-so-good news has been hitting the market lately. The unexpected increase in U.S. unemployment, the Bank of Japan's sudden boost in interest rates, and even Warren Buffett's sale of some Apple shares have all caused investors t ...
Duolingo Earnings Preview: Downgrading To 'Hold' As Risk From OpenAI Is Unknown
Seeking Alpha· 2024-08-05 07:18
stockcam Introduction & Investment Thesis Duolingo (NASDAQ:NASDAQ:DUOL) is a language learning app that expanded its offerings to Maths and Music in FY23. The company has been underperforming the S&P 500 and Nasdaq 100 YTD. I had last covered the stock on May 10 after its Q1 FY24 earnings report, where I held my “buy” rating as I believed that the stock offered an attractive entry point after it beat estimates for revenue and earnings growth. Unfortunately, since then, the stock has declined over 12%, u ...
The Future Is Optimistic for Duolingo
Gurufocus· 2024-07-30 21:02
2023 was a remarkable year for Duolingo Inc. (DUOL, Financial). Consumers loved the app, driving its shares up by 213%. This year, however, tells a different story. The stock is trading 22% lower in 2024, which I see as a buying opportunity.There is a lot to like about the company. However, the higher-for-longer interest rate narrative has put pressure on the sector, while consumer purchasing power been squeezed. Despite these challenges, the factors that could lead to the stock price soaring again are quit ...
Duolingo, Inc. (DUOL) Stock Slides as Market Rises: Facts to Know Before You Trade
ZACKS· 2024-07-30 06:50
Duolingo, Inc. (DUOL) closed the most recent trading day at $169.92, moving -1.94% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.08% for the day. Elsewhere, the Dow saw a downswing of 0.12%, while the tech-heavy Nasdaq appreciated by 0.07%.Shares of the company witnessed a loss of 16.96% over the previous month, trailing the performance of the Business Services sector with its loss of 0.96% and the S&P 500's loss of 0.21%.Analysts and investors alike wi ...
Buy 5 Technology Services Stocks to Enhance Your Portfolio
ZACKS· 2024-07-29 20:51
The U.S. business services space has been benefiting from the strong fundamentals of the economy. Despite facing a record-high interest rate and extremely tight monetary control by the Fed, this sector has provided double-digit returns in the past year. Within this sector, the technology services industry is mature, with demand for services in good shape. Revenues, income and cash flows are anticipated to gradually reach the pre-pandemic levels, aiding most industry players to pay out stable dividends. Cons ...
Down 29%, Is Duolingo a Buy on the Dip?
The Motley Fool· 2024-07-27 17:29
A prominent Wall Street investment bank just upgraded the stock to buy.After tumbling from a peak it set in May, shares of Duolingo (DUOL 2.95%) recently received a positive bump from a Wall Street investment bank that follows its business closely.Duolingo stock popped about 4% higher when the market opened on Friday, July 26. Investors were responding to encouraging words from Bank of America analyst Curtis Nagle. Citing a 31% price drop following the company's first-quarter earnings report in May, Nagle u ...