Core Insights - Duolingo, Inc. reported quarterly earnings of $0.95 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and showing a significant increase from $0.49 per share a year ago, resulting in an earnings surprise of +31.94% [1] - The company achieved revenues of $271.71 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.30% and up from $192.59 million year-over-year [2] - Duolingo has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Earnings Outlook - The sustainability of Duolingo's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.80 on revenues of $274.92 million, while for the current fiscal year, the estimate is $3.16 on revenues of $1.02 billion [7] Industry Context - The Technology Services industry, to which Duolingo belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

本文来自微信公众号：刀锋时间 （ID：hardcorereadingclub），作者：陆大鹏，编辑：朱人奉，头图来自：AI生成 最近几天的大新闻就是以色列和伊朗的冲突。在以色列的"定点清除"之下，伊朗多名高级将领、领导人和核物理科学家身亡，随后伊朗用无人机和弹道导弹 向以色列展开报复。不熟悉中东历史的朋友可能会问：这两个国家，根本不接壤，相隔上千公里，为什么要这么下死手？ 别看今天的以色列和伊朗水火不容，其实自1948年以色列建国以来，在将近三十年时间里，特拉维夫和德黑兰的关系相当融洽。伊朗甚至是第二个承认以色 列主权国家地位的伊斯兰国家（第一个是土耳其）。 在本-古里安等以色列开国元勋看来，伊朗是一个天然盟友，因为它是众多敌视以色列的阿拉伯国家隔壁的一个非阿拉伯国家。伊朗也一度向以色列出售了 大量石油，双方还共同建设输油管道。两国之间的贸易与合作曾经非常活跃，甚至还曾经联合研制导弹。这在今天是很难想象的。恰似最近被以军摧毁的伊 军F-14"雄猫"战斗机，印证了伊朗和美国曾经的蜜月。 其实，犹太人和波斯人的友谊源远流长，可以追溯到公元前6世纪的居鲁士大帝时代。居鲁士释放了被巴比伦奴役的犹太人，出钱帮助他们回归 ...

QXO, Inc. (QXO) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 40%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced a loss of $0.02, delivering a surprise of 60%.Over the last four quarters, the company has surpassed consens ...