异动解读 | 多邻国盘后大涨10.16%,AI订阅服务助力业绩超预期

异动解读
02 May

语言学习应用多邻国(Duolingo)周四盘后股价大涨10.16%,市场对公司最新财报及业绩预期反应积极。

根据公司发布的最新财报,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。

业绩超预期主要得益于公司AI功能的广泛应用和订阅服务的增长。多邻国首席财务官马特·斯卡鲁帕表示,第一季度营收增长主要来自Max订阅和家庭计划的强劲表现,以及成功的营销活动。公司近期还推出了148门由生成式AI打造的新语言课程,大大扩展了产品线。多邻国正在实施"AI优先"战略,通过AI技术提高运营效率,这也反映在公司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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