Duolingo, Inc. (DUOL) Q3 2024 Earnings Call Transcript Summary
Duolingo, Inc. (DUOL) Q3 2024 Earnings Call Transcript Summary
Adjusted The following is a summary of the Duolingo, Inc. (DUOL) Q3 2024 Earnings Call Transcript:
以下是Duolingo公司(DUOL) 2024年第三季度业绩会实录摘要：
Financial Performance:
财务表现:
DAU grew by 54% year-over-year.
Bookings and revenue increased by 38% and 40% year-over-year, respectively.
Adjusted EBITDA margin reached 24.7% for the quarter.
The company raised full-year guidance on bookings and revenue growth to 36% and 40%, respectively.
DAU同比增长54%。
预订和营业收入同比分别增长38%和40%。
调整后的EBITDA利润率达到季度24.7%。
公司提高了关于预订和营业收入增长的全年指导，分别为36%和40%。
Business Progress:
业务进展：
Duolingo Max, the highest subscription tier, now includes an AI-powered video call feature and has been rolled out to approximately half of DAUs, with expectations to increase to 60%-70% coverage by year-end.
The company highlighted strong adoption of the video call feature with Lily among users, especially English learners.
Duolingo Max，最高订阅等级，现在包括一个由人工智能提供支持的视频通话功能，并已推出到约一半的DAU中，预计在年底将增加到60%-70%的覆盖率。
公司强调Lily视频看涨功能在用户中的强劲采用，尤其是在学习英语的用户中。
Opportunities:
机会：
Continued growth in DAU and revenue, supported by product innovation like Duolingo Max and initiatives targeting intermediate English learners.
DAU 和营业收入持续增长，得到 Duolingo Max 等产品创新的支持，以及针对中级英语学习者的倡议。
Risks:
风险：
Market saturation for English language learning may influence growth patterns, but Duolingo's diverse offerings across different languages help mitigate this.
英语学习市场饱和可能会影响增长模式，但Duolingo在不同语言上的多元化产品有助于缓解这种影响。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
