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Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
参加 March 2020
699 フォロー中    56.7K ファン
Duolingo - FY2026 Q3 Earnings $DUOL $135.47 [+5.84% AH] ✅ Revenue: $309.0M (Est: $303.2M) [+14% YoY] ❌ EPS: $0.54 (Est: $0.57), GAAP, includes $11.4M DAU bonus accrual Additional Metrics: Gross Margin: 72.9% Operating Income: $24.2M [-31% YoY] Operating Margin: 7.8% Net Income: $27.2M [-91% YoY], year-ago included $222.7M tax benefit Adjusted EBITDA: $78.7M [-2% YoY] Adjusted EBITDA Margin: 25.5% Bookings: $316.1M (Est: $309.1M) [+12% YoY] DAUs: 64.9M (Est: 63.5M) [+29% YoY] MAUs: 153.1M (Est: 148.5M) [+13% YoY] Paid Subscribers: 13.1M [+14% YoY] Operating Cash Flow: $89.4M [+6% YoY] Free Cash Flow: $75.3M [-3% YoY] CapEx: $11.0M Cash and Short-Term Investments: $1.4B Segment Revenue: Subscription: $270.0M [+18% YoY] Advertising: $20.8M [-1% YoY] Duolingo English Test: $9.9M [+2% YoY] In-App Purchases: $6.9M [-38% YoY] Other: $1.5M [+221% YoY] Q4 2026 Guidance: ✅ Revenue: $322M (Est: $313.9M) [+14% YoY] ✅ Adjusted EBITDA: $84M (Est: $81.8M) Bookings: $382M [+13% YoY] FY2026 Guidance: Revenue: $1.22B [+18% YoY] Bookings: $1.30B [+12% YoY] Adjusted EBITDA: $323M (Prior: $320M)
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