美股互联网传媒行业跟踪报告(二十九):DUOLINGO25Q2业绩超预期 AI驱动付费结构优化 中国市场增长强劲

光大证券
Aug 08

事件:美国东部时间8 月6 日盘后,多邻国发布25Q2 业绩公告。截至北京时间8 月7 日8:00,多邻国盘后股价大涨18.88%。25Q2 营收、净利润超预期,经调整EBITDA 高于上季度指引上限。25Q2Doulingo 实现营业收入2.5 亿美元(vs refinitiv 一致预期+4.82%,下文简称一致预期),同比增长41%;净利润0.45 亿美元(vs 一致预期+39.43%),同比...

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