Duolingo
Price
Debate sobre DUOL
Puestos
29Duolingo > Chat GPT
Duolingo's revenue since November 30, 2022, the day Chat GPT was launched and was supposed to "destroy" Duolingo:
Since Dec-22, sales have more than doubled and compared to Jun-20 more than sixfold compared to Jun-20, which corresponds to a average annual growth rate of 44.5%. corresponds to.
What do you think? Is Duolingo currently one of the best deals in the market?

The next 30 percent crash of an AI share!
The current earnings wave shows impressively how differently AI and tech stocks are performing: $BBAI (+4,8 %) BigBear.ai collapses by almost 30% after disappointing figures and it is by no means a new $PLTR (-2,59 %) Palantir. Investors should avoid the stock and focus on profitable growth stocks. $FTNT (+1,86 %) Although Fortinet exceeded expectations, its weak outlook in the firewall segment is causing uncertainty. $TTD (+2,02 %) Trade Desk and $AI (-0,39 %) C3.ai are unable to translate their technical expertise into sustained market confidence, while $DUOL Duolingo increases sales and profits significantly thanks to efficient AI integration. Palantir maintains its role as a defensive AI play with strong roots in the government sector. This divergence shows that execution business model and sustainable profitability are more crucial than mere buzzwords. Will market selection in the AI sector be even tougher in the future?
Source wallstreet ONLINE from August 12, 2025

Duolingo Up 25% After Q2 Earnings
After great results, Duolingo is up 25% in pre-market!
This was the most recent acquisition in the portfolio. A 4% position bought on 04/08/2025.
Follow the portfolio for more information: https://getqu.in/Sblw8s/
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#longterm
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#duol
#duolingo
$DUOL

$DUOL ABSOLUTELY CRUSHED THEIR Q2 EARNINGS
• Sales $252M vs Est. $241M
• EPS $0.91 vs Est. $0.58
• FCF $86M vs Est. $70M
• DAUs: 47.7M
Q3 Outlook
• Sales $259M vs Est. $253M
• EBITDA $71M vs Est. $70M
Duolingo acquires NextBeat music gaming team for enhanced music course
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#tech
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#moat
#longterm
#equityresearch
#getquin
#duol
#duolingo
$DUOL

Duolingo: My bull thesis in a chart
In your opinion, is Duolingo underestimated or is there really a risk of disruption/demand?

Duolingo Q2'25 Earnings Highlights
🔹 Revenue: $252.3M (Est. $240.7M) 🟢; UP +41% YoY
🔹 Subscription Revenue: UP +46% YoY
🔹 MAUs: 128.3M
FY25 Outlook (Raised):
🔹 Revenue: $1.011B–$1.019B (Est. $996.6M) 🟢
🔹 Adj. EBITDA: $288.1M–$295.5M
🔸 “We expect profitability to step down slightly in H2.”
Q3 Outlook:
🔹 Revenue: $257M–$261M (Est. $253M) 🟢
🔹 Adj. EBITDA: $69.4M–$73.1M
🔸 Expecting slight H2 step-down in profitability
Strategic & Product Updates:
🔹 DAUs: 47.7M
🔹 Record profitability achieved
🔸 Acquired NextBeat’s music gaming team to strengthen Duolingo Music
🔸 New features gaining traction: Energy mechanic & Chess course
CEO Commentary (Luis von Ahn):
🔸 “We exceeded our own high expectations while expanding profitability.”
🔸 “Strong engagement and early success from new product launches signal continued momentum.”
GROWTH TECH: Sales growth & forward P/S ratio
The price/sales ratio (P/S) relative to sales growth is a one-dimensional view, but nevertheless provides a good initial overview:
Table = sorted in descending order by market capitalization
Which companies do you see as having the greatest potential in the next 5 years?

Earnings: Entertaining week ahead!
I am particularly looking at the following companies this week:
Monday
Hims & Hers $HIMS (+2,68 %)
Palantir $PLTR (-2,59 %)
Axon Enterprise $AXON (-0,12 %)
Tuesday
AMD $AMD (-2,39 %)
Wednesday
Shopify $SHOP (-2,64 %)
Bumble $BMBL
Airbnb $ABNB (-0,62 %)
Duolingo $DUOL
What are you looking out for this week?
Valores en tendencia
Principales creadores de la semana