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, Inc.（DUOL）2024年第三季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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.
每日活躍用戶同比增長54％。
預訂量和收入分別同比增長38％和40％。
本季度調整後的息稅折舊攤銷前利潤率達到24.7％。
該公司將全年預訂量和收入增長預期分別上調至36％和40％。
Business Progress:
業務進展：
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是最高的訂閱等級，現在包括人工智能驅動的視頻通話功能，並已推廣到大約一半的DAU，預計到年底覆蓋率將增加到60％-70％。
該公司強調了與Lily的視頻通話功能在用戶，尤其是英語學習者中的廣泛採用。
Opportunities:
機會：
Continued growth in DAU and revenue, supported by product innovation like Duolingo Max and initiatives targeting intermediate English learners.
在Duolingo Max等產品創新和針對中級英語學習者的計劃的支持下，每日活躍用戶和收入持續增長。
Risks:
風險：
Market saturation for English language learning may influence growth patterns, but Duolingo's diverse offerings across different languages help mitigate this.
英語學習的市場飽和可能會影響增長模式，但Duolingo爲不同語言提供的多樣化產品有助於緩解這種情況。
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.
小貼士：本文由 AI 生成。無法完全保證內容的準確性。如需更全面的詳情，請訪問投資者關係網站。本文僅供投資者參考，不提供任何指導或建議建議。
