多邻国跌夜盘大跌超21%，日活用户增速创四年低+首季业绩指引逊于预期

Core Viewpoint - Duolingo's stock plummeted over 21% to $92.37 following the release of its fourth-quarter earnings report, despite revenue growth exceeding market expectations [1] Financial Performance - In Q4, Duolingo reported a revenue increase of 35% year-over-year, reaching $282.9 million, and an adjusted EBITDA of $84.3 million, both surpassing market forecasts [1] - Daily active users grew by 30% year-over-year to 52.7 million, marking the slowest growth rate in four years [1] Future Projections - For Q1, Duolingo anticipates revenue of $288.5 million and an adjusted EBITDA of approximately $73.6 million, both below market expectations of $291.8 million and $84 million respectively [1] - For the full year, the company expects revenue to be between $1.2 billion and $1.22 billion, also lower than the market forecast of $1.26 billion [1] Strategic Initiatives - To drive subscriber growth, Duolingo plans to increase investments in artificial intelligence, although this may lead to a slowdown in short-term profit growth and profit margins [1]