Duolingo is no longer just a language app. It is turning into an ed-tech platform for kids, competing with YouTube Kids and Roblox for screen time. Parents want learning that feels like play, and once Duolingo gamifies more subjects, its virality will soar. The stock dip looks like an opportunity.
This one hurts indeed! Good call to wait for the next quarter for more clarity. Market is really efficient in the sense that it won't pay for uncertainty lasting more than 6 months....
Exactly, so I don't see reasons to rush. Guidance will decide everything and if we see less than 20% then today's price at more than 10x sales will be deserved. We'll need much more than this to deserve higher multiples short term.
Long term is another story but still lots of uncertainty today.
Which app are you using on the first picture?
For the earning recap? earningshub.com
Duolingo is no longer just a language app. It is turning into an ed-tech platform for kids, competing with YouTube Kids and Roblox for screen time. Parents want learning that feels like play, and once Duolingo gamifies more subjects, its virality will soar. The stock dip looks like an opportunity.
I entirely agree, but from the market point of view it sees it as a structural issue.
This is an opportunity. But I don't think there's a need to rush to seize it just yet.
This one hurts indeed! Good call to wait for the next quarter for more clarity. Market is really efficient in the sense that it won't pay for uncertainty lasting more than 6 months....
Exactly, so I don't see reasons to rush. Guidance will decide everything and if we see less than 20% then today's price at more than 10x sales will be deserved. We'll need much more than this to deserve higher multiples short term.
Long term is another story but still lots of uncertainty today.