Fri, May 2, 10:06 AM (21 days ago)
**Duolingo, Inc. (DUOL) Q1 2025 Financial Summary** **Financial Health & Performance:** - **Revenue:** $230.7M (up 38% YoY) - Subscription revenue: $191.0M (up 45% YoY) - Other revenue (advertising, Duolingo English Test, in-app purchases): $39.8M (up 11% YoY) - **Gross Profit:** $164.1M (up 34% YoY) - Gross Margin: 71.1% (down from 73.0% YoY due to increased AI costs) - **Net Income:** $35.1M (up 30% YoY) - **Adjusted EBITDA:** $62.8M (up 43% YoY) - **Free Cash Flow:** $103.0M (up 31% YoY) - **Cash & Cash Equivalents:** $884.0M (up from $785.8M in Q4 2024) **Operating Metrics:** - **Monthly Active Users (MAUs):** 130.2M (up 33% YoY) - **Daily Active Users (DAUs):** 46.6M (up 49% YoY) - **Paid Subscribers:** 10.3M (up 40% YoY) - **Subscription Bookings:** $232.2M (up 44% YoY) - **Total Bookings:** $271.6M (up 38% YoY) **Trends & Uncertainties:** - Strong user growth and engagement driven by product initiatives and marketing. - Increased investment in AI and infrastructure to support growth. - Potential impacts from global market uncertainties and foreign currency exchange rates. - Continued focus on innovation and user acquisition. **Future Operations Impact:** - Duolingo plans to maintain its growth trajectory through strategic investments in AI, infrastructure, and marketing. - The company aims to expand its user base and increase monetization efforts. - Duolingo will continue to monitor global market conditions and adapt as necessary. **Key Takeaways:** - Duolingo delivered strong Q1 2025 results with significant revenue and user growth. - The company's focus on innovation and user engagement is driving its success. - Duolingo remains well-positioned for future growth, despite potential market uncertainties.