Compared to Estimates, Duolingo (DUOL) Q4 Earnings: A Look at Key Metrics
DuolingoDuolingo(US:DUOL) ZACKS·2025-02-28 17:00

Core Insights - Duolingo, Inc. reported a revenue of $209.55 million for the quarter ended December 2024, marking a 38.8% increase year-over-year [1] - The company's EPS was $0.31, up from $0.26 in the same quarter last year, but fell short of the consensus estimate of $0.50, resulting in an EPS surprise of -38.00% [1] - The revenue exceeded the Zacks Consensus Estimate of $205.27 million by 2.09% [1] Financial Performance Metrics - Paid subscribers reached 9.5 million, surpassing the average estimate of 9.29 million [4] - Daily active users (DAUs) were reported at 40.5 million, slightly below the estimated 41.09 million [4] - Monthly active users (MAUs) totaled 116.7 million, exceeding the average estimate of 110.08 million [4] - Subscription bookings amounted to $236.50 million, higher than the average estimate of $208.12 million [4] - Subscription revenue was reported at $174.30 million, reflecting a 48.4% year-over-year increase and exceeding the average estimate of $169.02 million [4] - Other revenues, including advertising, totaled $27 million, which was below the estimated $35.80 million but represented a 9.7% increase from the previous year [4] Stock Performance - Duolingo's shares have returned +3.4% over the past month, contrasting with a -2.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]