异动解读 | 多邻国发布强劲财报并上调全年指引,夜盘大涨7.50%

异动解读
02 May

语言学习应用多邻国(Duolingo)在发布超预期的第一季度财报并上调2025年全年业绩指引后,夜盘股价大涨7.50%,引发市场广泛关注。

根据公司最新财报,多邻国第一季度营收达2.307亿美元,超过分析师预期的2.23亿美元。公司还上调了2025年全年业绩指引,预计全年营收将达到9.87亿美元到9.96亿美元之间,高于此前9.625亿美元至9.785亿美元的预期范围。多邻国第二季度营收预期同样超出华尔街预期,预计在2.385亿美元至2.415亿美元之间。

多邻国的强劲业绩主要得益于其AI功能的广泛应用和订阅服务的增长。公司推出的Max订阅服务允许用户通过AI聊天机器人练习对话,并获得错误分析和反馈。此外,多邻国近期利用生成式AI技术推出了148门新语言课程,大大扩展了产品线。公司正在实施"AI优先"战略,通过AI技术提高运营效率,这也反映在上调的全年调整后核心利润预期上。投资者对多邻国在AI领域的布局及其对未来增长的潜力反应积极,推动股价大幅上涨。

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