May. 14 at 8:31 PM
$DUOL (Duolingo) back to ~
$110 after dipping under
$100 post-earnings — still feels like sentiment-driven noise more than thesis breakdown.
Bookings slowed and Q2 guide (~5.8%) disappointed, but that’s consistent with management’s strategy shift.
Q1 wasn’t weak:
• Rev ~
$292M (+27% YoY)
• DAUs +21%
• MAUs ~138M
• Paid subs +21%
• EBITDA ~29% margin
They’re clearly trading near-term monetization for faster user + engagement growth via AI features and product expansion.
This is a “transition investment phase,” not a broken growth story.
If the path to ~100M DAUs by 2028 is real, current numbers are just early-cycle building blocks.
Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!
