Core Viewpoint - Duolingo (DUOL.US) experienced a significant drop of over 14%, closing at $100.4, despite reporting a 35% year-over-year revenue growth to $282.9 million in Q4, which exceeded market expectations [1] Financial Performance - The adjusted EBITDA for the fourth quarter was $84.3 million, 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 Outlook - For Q1, the company projects 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] - To drive subscriber growth, the company plans to increase investments in artificial intelligence, which will slow short-term profit growth and margins [1] Analyst Reactions - Following the earnings report, Needham reduced its price target for Duolingo from $300 to $145 [1]
美股异动|多邻国大跌超14%,第一季度和全年预订量展望低于预期