Duolingo shares surge as Q1 results beat expectations, guidance raised

Published 01/05/2025, 21:34

Investing.com -- Language learning platform Duolingo Inc (NASDAQ:DUOL) saw its shares jump 10.5% after reporting first-quarter results that exceeded analyst estimates and raising its full-year outlook.

The company reported adjusted earnings per share of $0.72, surpassing the consensus forecast of $0.52. Revenue for the quarter came in at $230.7 million, up 38% YoY and above expectations of $223.15 million.

Duolingo’s strong performance was driven by robust user growth and increased monetization. Daily active users (DAUs) surged 49% YoY to 46.6 million, while paid subscribers grew 40% to 10.3 million. Total (EPA:TTEF) bookings rose 38% to $271.6 million.

"2025 is off to a fantastic start, continuing our strong momentum across user growth, monetization, and profitability," said CEO Luis von Ahn in a letter to shareholders.

The company raised its full-year 2025 revenue guidance to a range of $987 million to $996 million, up from its previous forecast and above the consensus estimate of $976.4 million. For the second quarter, Duolingo expects revenue between $238.5 million and $241.5 million, also ahead of analyst projections.

Duolingo’s adjusted EBITDA margin expanded to 27.2% in Q1 from 26.3% a year ago. The company now anticipates a full-year adjusted EBITDA margin of 27.5% to 28.5%, up from its prior outlook.

The strong results and raised guidance reflect Duolingo’s continued success in attracting and monetizing users while improving profitability. The company’s shares have gained over 30% year-to-date.

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