Duolingo击败了Q4收入,但降低了2026年的前景展望,尽管回购和用户增长强劲,股票却下跌。 Duolingo beat Q4 earnings but lowered 2026 outlook, causing stock to drop despite buyback and strong user growth.

Duolingo报告说,2025年Q4收入强劲,收入为2.8287亿美元,EPS为0.91美元,按每月1.331亿活跃用户和不断上升的ARPU驱动的殴打估算值计算。 Duolingo reported strong Q4 2025 earnings with $282.87 million in revenue and $0.91 EPS, beating estimates, driven by 133.1 million monthly active users and rising ARPU. 尽管如此,该公司还是降低了2026年的指导,预测了10-12%的订票增长和25%的EBITDA调整差值,因为增加了对AI特性的投资、用户增长和免费改进。 Despite this, the company lowered 2026 guidance, forecasting 10–12% bookings growth and a 25% adjusted EBITDA margin due to increased investment in AI features, user growth, and free-tier improvements. 股票在前景失明后下跌22.5%,尽管已宣布4亿美元的股票回购。 The stock dropped 22.5% after the outlook miss, though a $400 million share buyback was announced. 该公司在2025年结束,每天有5 000多万活跃用户,并有10亿美元订票,这表明其具有长期潜力。 The company ended 2025 with over 50 million daily active users and $1 billion in bookings, signaling long-term potential.