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Sep 30, 2022

Duolingo Q3 2022 Earnings Report

Duolingo achieved a 51% DAU growth and record bookings and revenue.

Key Takeaways

Duolingo reported a strong third quarter with significant growth in users, engagement, and subscriptions. Total bookings and revenue reached record levels, driven by the increasing popularity of Super Duolingo. The company has raised its full-year guidance.

Total bookings increased by 41% year-over-year to $102.7 million.

Subscription bookings grew by 42% year-over-year to $78.9 million.

Paid subscribers increased by 68% year-over-year, reaching 3.7 million.

Total revenues increased by 51% year-over-year to $96.1 million.

Total Revenue
$96.1M
Previous year: $63.6M
+51.1%
EPS
-$0.46
Previous year: -$0.98
-53.1%
Total Bookings
$103M
Previous year: $73.1M
+40.5%
Subscription Bookings
$78.9M
Previous year: $55.4M
+42.3%
Monthly Active Users
56.5M
Previous year: 41.7M
+35.5%
Gross Profit
$69.8M
Previous year: $45.5M
+53.3%
Cash and Equivalents
$600M
Previous year: $549M
+9.2%
Free Cash Flow
$6.68M
Previous year: $3.43M
+95.0%
Total Assets
$714M
Previous year: $618M
+15.5%

Duolingo

Duolingo

Forward Guidance

Duolingo provided guidance for the fourth quarter and full year ending December 31, 2022.