Technology Hardware, Storage and Peripherals

BIRD

Duolingo

Conference Minutes

DUOL

600130

Below is Dolphin Research's Trans of $Duolingo(DUOL.US) FY25 Q4 earnings call. For the earnings analysis, cf. 'Duolingo: Guidance bomb again—has the green bird turned into Dead Duo?'I. Core highlights recap. 1) FY2026 guidance.Bookings +10%–12%. Revenue +15%–18%. Adj. EBITDA margin ~25%...

Fangdd Network

Allbirds

DUOL (Trans): Guidance intentionally conservative, but user concerns lead it to forgo near-term monetization.

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Financial Analysis

LKNCY

HIGH

$Duolingo(DUOL.US) released its third-quarter 2025 earnings after the market closed on November 5th, Eastern Time. Due to fourth-quarter guidance falling short of expectations (implying a significant slowdown in growth), the company simultaneously stated its intention to make new investments and product changes from a long-term perspective. The core focus shifted from more direct monetization and profit-related metrics (such as paid rate and EBITDA margin improvement pace) to user growth across the ecosystem (MAU, DAU), leading to market uncertainty regarding future monetization performance growth. Following Duolingo's earnings release, the stock price fell by over 20%...

C3.AI

Luckin Coffee

MediaAlpha

Simplify Enhanced Income ETF

Duolingo: Weak Guidance + Uncertainty of Short-term Changes, Green Bird Falls from High Valuation Pedestal

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*ST Bolide repurchases 35,000 shares for the first time

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*ST BOD ESG Rating Remains CC

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Zhitong

BIRD: Plans to repurchase shares worth between 60 million and 120 million yuan, has repurchased 5.9396 million yuan

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ST BIRD released its semi-annual performance, with a net profit attributable to shareholders of 3.95 million yuan, a year-on-year decrease of 33.69%

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GlobeNewswire

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Unusual Whales

Bird and Segway team up to launch shared micromobility fleet in North America, aimed at smarter urban rides.

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ST BIRD and others established a new company for intelligent control technology

600228

688511

002076

300555

The ST sector continues its recent upward trend, with *ST Tianwei rising over 14%, ST Lootom rising over 7%, and nearly 30 stocks including *ST Cnlight, *ST BIRD, and *ST FLDT hitting the daily limit

FLDT

Sichuan Tianwei Electronics

Cnlight

Lootom

The ST sector continues its recent upward trend, with nearly 30 stocks including *ST Cnlight hitting the daily limit

BIRD(600130.SH)

DUOL (Trans): Guidance intentionally conservative, but user concerns lead it to forgo near-term monetization. ---