The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Duolingo, Inc. (DUOL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Duolingo currently has an a ...

Duolingo Inc DUOL stock traded higher on Friday after the company reported better-than-expected first-quarter financial results on Thursday.Wall Street analysts raised their price targets on the stock.Needham analyst Ryan MacDonald maintained Duolingo with a Buy and raised the price target from $400 to $460.Also Read: Duolingo’s AI Investments Set The Stage For Long-Term Growth—Analyst Sees Stock Hitting $400The company reported quarterly revenue growth of 38% to $230.74 million, beating the analyst consens ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

For the quarter ended March 2025, Duolingo, Inc. (DUOL) reported revenue of $230.74 million, up 37.7% over the same period last year. EPS came in at $0.72, compared to $0.57 in the year-ago quarter.The reported revenue represents a surprise of +3.32% over the Zacks Consensus Estimate of $223.33 million. With the consensus EPS estimate being $0.52, the EPS surprise was +38.46%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determin ...

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, 2025 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) (State or other jurisdiction of incorporatio ...

Duolingo (DUOL) Q1 2025 Earnings Call May 01, 2025 05:30 PM ET Company Participants Deborah Belevan - VP of Investor RelationsLuis von Ahn - CO-Founder, Chairman & CEOMatthew Skaruppa - Chief Financial OfficerChris Kuntarich - Internet Equity ResearchBryan Smilek - Equity Research AssociateJustin Patterson - Managing DirectorNathan Feather - Equity Research AssociateAlexander Sklar - Vice PresidentAndrew Boone - Managing DirectorMark Mahaney - Senior Managing DirectorShweta Khajuria - Managing Director Conf ...

Duolingo (DUOL) Q1 2025 Earnings Call May 01, 2025 05:30 PM ET Speaker0 Good evening, everyone, and welcome to Duolingo's first quarter twenty twenty five earnings webcast. Today, after market close, we released this quarter shareholder letter, a copy of which you can find on our IR website at investors.duolingo.com. On today's call, we have Luis Von Ahn, our cofounder and CEO, and Matt Skarupa, our CFO. They'll begin with some brief remarks before opening the call to questions. Analysts will be able to ask ...

User Growth - Daily Active Users (DAUs) increased to 46.6 million, a 49% year-over-year growth, while Monthly Active Users (MAUs) reached 130.2 million, up 33% year-over-year[4][11]. - Daily Active Users (DAUs) are projected to grow in the range of 40% to 45% for Q2 2025[45]. Financial Performance - Total revenue for Q1 2025 was $230.7 million, representing a 38% increase year-over-year, with subscription revenue growing by 45% year-over-year to $191.0 million[11][31][33]. - Net income rose to $35.1 million, a 30% increase compared to $27.0 million in Q1 2024[11][41]. - Adjusted EBITDA increased to $62.8 million, reflecting a margin of 27.2%, up from 26.3% in the prior year[11][41]. - Revenues increased by 37.7% from $167,553,000 in Q1 2024 to $230,743,000 in Q1 2025[65]. - Gross profit rose to $164,096,000 in Q1 2025, up 34.1% from $122,362,000 in Q1 2024[65]. - Net income increased by 30.4% from $26,956,000 in Q1 2024 to $35,135,000 in Q1 2025[66]. - Adjusted EBITDA grew by 42.6% to $62,804,000 in Q1 2025, compared to $44,005,000 in Q1 2024[70]. - Free cash flow reached $103,012,000 in Q1 2025, up 31.2% from $78,493,000 in Q1 2024[76]. Bookings and Guidance - Total bookings for Q1 2025 were $271.6 million, a 38% increase year-over-year, driven by a 44% rise in subscription bookings[11][31]. - The company is raising its full-year bookings guidance to a midpoint of 29% year-over-year growth[6]. - Duolingo expects Q2 2025 bookings to be between $243.5 million and $246.5 million, representing a year-over-year growth of 28.1% to 29.7%[43]. - For FY 2025, Duolingo projects total bookings of $1,117.5 million to $1,126.5 million, with a year-over-year growth of 28.4% to 29.4%[43]. Revenue and EBITDA Projections - Revenue guidance for Q2 2025 is set at $238.5 million to $241.5 million, indicating a year-over-year growth of 33.7% to 35.4%[43]. - The company anticipates FY 2025 revenues to range from $987 million to $996 million, reflecting a year-over-year growth of 31.9% to 33.2%[43]. - Adjusted EBITDA for Q2 2025 is expected to be between $58.4 million and $61.6 million, with an adjusted EBITDA margin of 24.5% to 25.5%[43][47]. - Duolingo is raising its full-year Adjusted EBITDA margin guidance to 28% at the midpoint, representing a 230 basis point expansion over the previous year[47]. - Duolingo anticipates a sequential Adjusted EBITDA margin expansion of about 200 basis points in Q3 2025, with further improvements expected in Q4[48]. Operational Metrics - Operating cash flow increased to $105.6 million, a 26% rise from $83.5 million in the prior year[11][41]. - Operating expenses increased by 32.6% to $140,502,000 in Q1 2025, compared to $105,923,000 in Q1 2024[65]. - The adjusted EBITDA margin improved slightly from 26.3% in Q1 2024 to 27.2% in Q1 2025[70]. Assets and Equity - Total assets increased from $1,301,728,000 in December 2024 to $1,403,146,000 in March 2025[64]. - Total stockholders' equity rose to $893,826,000 in March 2025, up from $824,550,000 in December 2024[64]. - Cash and cash equivalents increased from $785,791,000 in December 2024 to $883,996,000 in March 2025[64]. Subscriber Growth - Paid subscribers reached 10.3 million, marking a 40% increase from the previous year[11][31]. Product Development - A new Chess course will be launched, expanding the learning content beyond language[12][15]. - The Duolingo Max subscription tier is seeing increased adoption, with enhancements like 3D interactions and new features planned for the coming months[16][17]. Share Count - The fully diluted share count is expected to increase by about 1% in 2025[49]. Margin Expectations - The company expects a year-over-year decline in gross margin of approximately 150 basis points for FY 2025, an improvement from previous guidance[46].

PITTSBURGH, May 01, 2025 (GLOBE NEWSWIRE) -- Duolingo, Inc. (NASDAQ: DUOL) announced results for the first quarter ended March 31, 2025 in a shareholder letter that is posted on its Investor Relations website at investors.duolingo.com. “Q1 was an outstanding start to the year—we added more Daily Active Users this quarter than any in our history, highlighting the continued strength of our product and brand,” said Luis von Ahn, Co-Founder and CEO of Duolingo. “We also surpassed 10 million paid subscribers and ...

Core Insights - Duolingo has launched 148 new language courses, more than doubling its current offerings and marking the largest content expansion in the company's history [1][8]. Company Expansion - The new courses make Duolingo's seven most popular non-English languages available to all 28 supported user interface languages, significantly expanding learning options for over a billion potential learners worldwide [2][5]. - The development of these courses was accelerated by advancements in generative AI, allowing the company to create and launch nearly 150 new courses in less than a year, compared to the previous timeline of about 12 years for the first 100 courses [3][4]. Learning Features - The new courses primarily support beginner levels (CEFR A1 – A2) and include immersive features such as Stories for reading comprehension and DuoRadio for listening comprehension, with more advanced content expected to roll out in the coming months [4][5]. Market Reach - The expansion allows Duolingo to better serve global learners, particularly in the growing demand for popular Asian languages like Japanese, Korean, and Mandarin, with new course availability for various language speakers across different regions [5][9].