NASDAQ$DUOL

Duolingo · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Duolingo reported strong Q4 2023 results with record bookings, revenue, and profitability.

Duolingo's Q4 2023 saw a 65% increase in DAU, a 45% increase in revenue, and record profitability. Total revenues were $151.0 million, a 45% increase from the prior year quarter, and net income totaled $12.1 million, compared to a net loss of $13.9 million in the prior year quarter.

  • Total bookings increased by 51% to $191.0 million.
  • Subscription bookings increased by 57% to $157.8 million.
  • Paid subscribers increased by 57% to 6.6 million.
  • Daily active users (DAUs) increased by 65% to 26.9 million, and monthly active users (MAUs) increased by 46% to 88.4 million.

Headline financials

Total Revenue

$151M

Previous: $104M+45.4%
EPS (adj)

$0.26

Previous: -$0.35+174.3%
Monthly Active Users

88.4M

Previous: 60.7M+45.6%
Daily Active Users

26.9M

Previous: 16.3M+65.0%
Paid Subscribers

6.6M

Previous: 4.2M+57.1%
Total Bookings

$191M

Previous: $126M+51.1%
Subscription Bookings

$158M

Previous: $100M+57.3%
Capital Expenditures

$924K

Previous: $292K+216.4%
Net Income

$12.1M

Previous: -$13.9M+187.0%
Operating Income

$4.8M

Previous: -$18.2M+126.4%
Gross Profit

$110M

Previous: $76.1M+45.2%
R&D Expense

$50.3M

No prior period
Stock-Based Comp

$25M

Previous: $20.6M+21.2%

Revenue & EPS history

Duolingo · Revenue · Quarterly

$151M

Q4 2023+45.4%vs Q4 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Duolingo · $115M total across 2 segments · Q3 2023

  • Subscription bookings
    $106M+46.7%
  • Other bookings
    $9.45M+85.9%

Forward guidance

Duolingo is providing the following guidance for the first quarter ending March 31, 2024 and the full year ending December 31, 2024:

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+5.3%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+9.4%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+42.5%

Q1 2022

Best reaction

-25.5%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-3.0%-4.7%
Q4 2025+12.0%-18.1%-18.8%
Q3 2025-25.5%-25.0%-23.2%
Q1 2025+21.6%+23.9%+29.9%
Q4 2024-17.0%-22.1%-16.2%
Q3 2024+4.2%+5.0%+21.6%
Q2 2024+8.4%+10.1%+26.2%
Q1 2024-19.4%-27.3%-24.1%
Q4 2023+22.8%+15.5%+13.4%
Q3 2023+23.4%+29.7%+30.5%
Q2 2023+3.4%-0.9%+11.5%
Q1 2023+12.0%+7.3%+19.4%
Q4 2022+24.7%+34.0%+52.8%
Q3 2022-4.6%-4.1%-10.8%
Q2 2022-1.4%-5.9%-11.2%
Q1 2021+27.1%+18.5%+39.4%
Q1 2022+42.5%+29.0%+48.2%
Q4 2021-3.0%+3.9%+24.3%
Q3 2020-7.3%-6.8%-36.8%
Q3 2021+3.3%-4.3%-34.8%
Q2 2020+0.5%-1.8%+27.5%
Q4 2020+0.5%-1.8%+27.5%
Q2 2021-4.4%-3.6%+23.8%
Q1 2020

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