Duolingo's education app is more popular than ever, but growth is decelerating. If you're confused by Duolingo's (DUOL -6.21%) recent stock market performance, you're not alone. Plenty of investors are shaking their heads after watching its stock price tank by 18% on May 9, the day after it reported record-breaking quarterly earnings. Duolingo's reported results from the first quarter suggest its education application of the same name is gaining popularity at a mind-bending pace. The company even raised its ...

Duolingo reportedly credits generative artificial intelligence (AI)-powered features for the 54% leap in paid subscribers it recorded in the first quarter. “What we’re seeing is that people are willing to pay even more to learn a language through generative AI,” Matt Skaruppa, chief financial officer at Duolingo, told the Wall Street Journal (WSJ) in an interview posted Friday (May 10). Duolingo, which offers a language-learning app, also reported a 45% increase in revenue during a quarter in which other on ...

Duolingo stock plunges despite a blowout quarter -- what gives? Shares of Duolingo (DUOL -17.85%) took a dive like a wounded green owl on Thursday. The language- learning expert posted strong first-quarter results on Wednesday evening, but some investors wanted a stronger user-growth story, and others simply cashed in some paper profits. The stock fell as much as 21.4% just after the opening bell today, firming up at a 17% price drop around 2 p.m. ET. Duolingo's blowout results In the first quarter of 2024, ...

Duolingo, the popular language learning app, is facing its slowest rate of subscriber additions since 2022, which has put the company at risk of falling from its high ranking in the Obsidian League. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. Despite surpassing market expectations in daily average use for the quarter ending in March, the app’s shares plummeted by 12% overnight, underscoring investor concerns about its growth trajectory. Duolingo ...

财务数据和关键指标变化 - 公司Q1收入和订阅收入同比分别增长45%和47% [1][2] - 公司Q1调整后EBITDA利润率达到26%,创历史新高 [1] - 公司预计全年订阅收入和总收入将分别增长31%和38% [2] - 公司预计全年调整后EBITDA利润率将达到23.5% [2] 各条业务线数据和关键指标变化 - 公司的数学和音乐课程在过去几个月内推出,用户反响良好,未来将继续丰富内容 [11][12] - 公司正在优化家庭订阅计划,增加社交功能以提升用户粘性 [4][5] 各个市场数据和关键指标变化 - 公司在印度市场的付费转化率较低,但预计未来5年内会有所改善 [13] - 公司将优先在经济发达国家推广高级订阅套餐"Duolingo Max" [9] 公司战略和发展方向及行业竞争 - 公司将继续专注于提升产品体验,通过口碑传播和社交营销驱动用户增长 [3][6] - 公司看好英语学习业务的长期发展潜力,将加大投入以提升英语课程质量和用户转化 [7][8] - 公司认为自身在全球语言学习市场的份额不到1%,未来仍有巨大增长空间 [8] 管理层对经营环境和未来前景的评论 - 管理层对公司当前的业务发展趋势和未来前景保持乐观态度 [1][2] - 管理层表示将继续投资于产品创新和用户增长,以保持公司的快速发展 [3][6][7] 问答环节重要的提问和回答 问题1 **Ralph Schackart 提问** 询问公司对订阅套餐优化的最新进展和对ARPU的影响 [4][5] **Luis von Ahn 和 Matt Skaruppa 回答** 公司正在优化家庭订阅计划,并推出第三档次的Duolingo Max套餐,预计未来会提升ARPU [4][5] 问题2 **Justin Patterson 提问** 询问公司对家庭订阅计划优化的计划,以及对业务的影响 [4][5] **Luis von Ahn 和 Matt Skaruppa 回答** 公司将增加家庭订阅计划的社交功能,预计未来家庭订阅占比会进一步提升 [4][5] 问题3 **Arvind Ramnani 提问** 询问公司在印度市场的定价策略和发展计划 [13] **Luis von Ahn 回答** 印度市场付费转化率较低,公司将继续尝试包括应用内购买等多种变现模式,预计未来5年内会有所改善 [13]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission file number 001-40653 Duolingo, Inc. (Exact name of registrant as specified in its charter) Delaware 45-3055872 (State or other jurisdic ...

财务表现 - Duolingo, Inc.在2024年第一季度报告的营收为1.6755亿美元，同比增长44.9%[1] - 每股收益为0.57美元，较去年同期的-0.06美元有显著增长[1] - 公司的营收和每股收益均超过了华尔街预期，营收超出了Zacks Consensus Estimate 1.53%，每股收益超出了90.00%[2] 业绩亮点 - Duolingo在最近报告的季度中表现出色，关键指标包括总预订额、订阅预订额、日活跃用户、月活跃用户、付费订阅用户和不同业务领域的营收[5] 股票表现 - 公司的股票表现良好，过去一个月回报率为+12.1%，目前具有Zacks Rank 1 (Strong Buy)的评级，预示着在短期内可能会超越整体市场[8]

Duolingo, Inc. (DUOL) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 90%. A quarter ago, it was expected that this company would post earnings of $0.21 per share when it actually produced earnings of $0.26, delivering a surprise of 23.81%. Over the last four quarters, the company has su ...

财务表现 - 第一季度总收入为1.676亿美元，同比增长45%[5] - 付费订阅用户达到7.4百万，同比增长54%[5] - 每日活跃用户达到31.4百万，同比增长54%[5] - 调整后的EBITDA为4,400万美元，同比增长26.3%[5] - 现金流量从运营活动中为8350万美元，同比增长超过100%[5] - 公司在Q1取得了最高的调整后EBITDA和自由现金流[33] 业务展望 - 2024年的预期指引包括预期的预订、收入和盈利能力提升[6] - 公司计划继续优化订阅层次和家庭计划，以提高盈利[8] - 公司将继续扩大英语学习者计划，并计划推出音乐和数学课程[12] 财务展望 - Q2 2024预订额为17.9亿至18.15亿美元，全年2024财年预订额为80.85亿至81.75亿美元[38] - Q2 2024营收为17.5亿至17.75亿美元，全年2024财年营收为72.65亿至73.55亿美元[38] - Q2 2024调整后的EBITDA为3.68亿至3.91亿美元，全年2024财年调整后的EBITDA为16.71亿至17.65亿美元[38] 公司信息 - Duolingo将于2024年5月8日下午5:30举行视频网络研讨会，讨论其第一季度和全年业绩[39] - Duolingo是全球领先的移动学习平台，其旗舰应用已成为世界上最受欢迎的学习语言方式[40] - Duolingo致力于提供有趣、引人入胜和有效的学习体验，同时致力于实现其使命，即开发世界上最好的教育并使其普遍可用[41] 用户数据 - 月活跃用户（MAUs）是指每月与Duolingo应用程序或网站学习部分互动的独特用户[43] - 日活跃用户（DAUs）是指每日与Duolingo应用程序或网站学习部分互动的独特用户[44] - 付费订阅者是指支付任何Duolingo订阅服务的用户，并在测量期结束时拥有活跃订阅的用户[45] - 订阅预订和总预订包括来自购买任何Duolingo订阅服务的金额[46] 财务数据 - Adjusted EBITDA为15111千美元，2023年同期为44005千美元，2024年同期为167553千美元的13.1%和26.3%[59] - 非GAAP运营费用为69554千美元，2023年同期为78600千美元[60] - 非GAAP研发费用为35851千美元，2023年同期为36896千美元[60] - 非GAAP销售和市场费用为15410千美元，2023年同期为18637千美元[60] - 非GAAP总务费用为18293千美元，2023年同期为23067千美元[60] - 自由现金流为28792千美元，2023年同期为79621千美元，2024年同期为167553千美元的24.9%和47.5%[62]

Duolingo, Inc. (DUOL) closed the latest trading day at $216.38, indicating a -1.88% change from the previous session's end. The stock fell short of the S&P 500, which registered a gain of 0.02% for the day. On the other hand, the Dow registered a loss of 0.11%, and the technology-centric Nasdaq increased by 0.1%. Coming into today, shares of the company had lost 1.3% in the past month. In that same time, the Business Services sector lost 5.08%, while the S&P 500 lost 3.01%. Investors will be eagerly watchin ...