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Dec 31, 2023

Duolingo Q4 2023 Earnings Report

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

Key Takeaways

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.

Total Revenue
$151M
Previous year: $104M
+45.4%
EPS
$0.26
Previous year: -$0.35
-174.3%
Total Bookings
$191M
Previous year: $126M
+51.1%
Subscription Bookings
$158M
Previous year: $100M
+57.3%
Monthly Active Users
88.4M
Previous year: 60.7M
+45.6%
Gross Profit
$110M
Previous year: $76.1M
+45.2%
Cash and Equivalents
$748M
Previous year: $608M
+22.9%
Free Cash Flow
$47.7M
Previous year: $11.3M
+321.3%
Total Assets
$954M
Previous year: $747M
+27.6%

Duolingo

Duolingo

Duolingo Revenue by Segment

Forward Guidance

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

Revenue & Expenses

Visualization of income flow from segment revenue to net income