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Sep 30, 2023

Duolingo Q3 2023 Earnings Report

Duolingo's Q3 2023 results demonstrated strong user growth and impressive financial performance.

Key Takeaways

Duolingo reported a 43% increase in total revenue, reaching $137.6 million, and a significant rise in paid subscribers, totaling 5.8 million. The company's daily active users (DAUs) grew by 63%, and monthly active users (MAUs) increased by 47%. Net income was $2.8 million, a substantial improvement compared to the previous year's net loss.

Total bookings increased by 49% year-over-year to $153.6 million.

Subscription bookings grew by 54% year-over-year to $121.3 million.

Paid subscribers increased by 60% year-over-year, reaching 5.8 million.

DAUs grew by 63% year-over-year, reaching 24.2 million, and MAUs grew by 47% year-over-year, reaching 83.1 million.

Total Revenue
$138M
Previous year: $96.1M
+43.3%
EPS
$0.06
Previous year: -$0.46
-113.0%
Total Bookings
$154M
Previous year: $103M
+49.5%
Subscription Bookings
$121M
Previous year: $78.9M
+53.9%
Monthly Active Users
83.1M
Previous year: 56.5M
+47.1%
Gross Profit
$101M
Previous year: $69.8M
+45.3%
Cash and Equivalents
$702M
Previous year: $600M
+17.0%
Free Cash Flow
$36.9M
Previous year: $6.68M
+452.3%
Total Assets
$871M
Previous year: $714M
+22.0%

Duolingo

Duolingo

Forward Guidance

Duolingo provided updated guidance for the fourth quarter and full year ending December 31, 2023.