Footwear

Allbirds

Duolingo

Conference Minutes

DUOL

600130

BIRD

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

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

---

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

Allbirds released FY2026 Q1 earnings on May 15 (EST), actual revenue USD 22.32 M (forecast USD 24.5 M), actual EPS USD -2.372 (forecast USD -2.26)

Allbirds Releases Q1 FY2026 Earnings: Revenue Beats Expectations While Net Income Misses

US Pre-Market 1-800 Flowers.com and Allbirds Stock Price Movements

Allbirds Reports Q1 2026 Net Loss of $19.6 Million

Allbirds Plans to Shift to AI Computing Infrastructure, Expected to Complete $50 Million Financing

Allbirds Announces Shift from Footwear to AI Computing Infrastructure

Allbirds Rebrands to NewBird AI and Secures $50 Million in Funding

Allbirds released FY2025 Q4 earnings on March 31 After-Market (EST), actual revenue USD 47.68 M (forecast USD 56.31 M), actual EPS USD -2.3428 (forecast USD -2.275)

Allbirds released FY2025 annual earnings on March 31 After-Market EST, actual revenue USD 152.47 M (forecast USD 161.1 M), actual EPS USD -9.4719 (forecast USD -9.375)

Allbirds to Release FY2025 Q4 Earnings on March 31 After-Market (EST), Forecast Revenue USD 56.31 M, EPS USD -2.275

Allbirds released FY2025 Q3 earnings on November 6 After-Market EST, actual revenue USD 32.99 M (forecast USD 34.25 M), actual EPS USD -2.4884 (forecast USD -2.66)

Allbirds released FY2025 9 Months Earnings on November 6 After-Market EST, with actual revenue of USD 104.79 M and EPS of USD -7.1335

Allbirds to Release FY2025 Q3 Earnings on November 6 After-Market (EST), Forecast Revenue USD 34.25M, EPS USD -2.66

Allbirds released FY2025 Q2 earnings on August 8 After-Market (EST), actual revenue USD 39.69 M (forecast USD 38.6 M), actual EPS USD -1.916 (forecast USD -2.6175)

Earnings Report Released on August 8, 2025 (BJT): Actual Revenue USD 71.8 M, Actual EPS USD -4.64

Allbirds to Release FY2025 Q2 Earnings on August 7 After-Market (EST), Forecast Revenue USD 38.6M, EPS USD -2.6175

Allbirds Signs New Distribution Agreements to Expand Network

Allbirds Inc Secures Credit Line and Signs ATM Agreement

Allbirds Inc files up to $100 million shelf registration

Allbirds Executives to Attend Two Investor Meetings

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Everlane, a sustainable fashion brand, is reportedly being sold to fast-fashion giant Shein for $100 million, a significant drop from its 2020 valuation of $550 million. This reflects a shift in consumer priorities towards lower prices over sustainability. Other brands like Allbirds and Depop have also struggled, highlighting the challenges faced by companies emphasizing ethical production in a price-sensitive market. Experts suggest that Everlane's acquisition may not improve Shein's image, as consumers remain wary of its labor practices.

Dow Jones

Amazon

FAST RETAILING CO., LTD.

FAST RETAIL-DRS

Fast Retailing

Millennial-era retail was supposed to have principles. But lower prices have won out.

Earnings Watch

Allbirds | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 22.32 B

RioCan, Bird, and Celestica reached new 52-week highs, with RioCan at $21.69 after reporting a net income of $93.16 million in Q1, up from a loss last year. Bird Construction hit $54.89 following a strategic partnership with Marten Falls First Nation. Celestica reached $578.19, recognized as Zacks' Bull of the Day. Other companies like AKITA Drilling, Precision Peptide, and Arianne Phosphate also achieved new highs, reflecting positive market movements and strategic developments.

Baystreet

RioCan, Bird, Celestica at 52-Week Highs on News

Investors' response to the former shoe company's pivot may say something important about the outlook for neocloud companies.

Allbirds is now an AI company, and that should strike fear into anyone investing in its competition

Allbirds has launched an at-the-market (ATM) equity offering program for its Class A shares, partnering with Chardan Capital Markets LLC. This program allows Allbirds to sell shares flexibly under an existing shelf registration statement, while terminating its previous agreement with TD Securities. Analysts rate BIRD stock as a Buy with a $14.00 price target, though concerns about financial performance and ongoing losses persist. Allbirds focuses on sustainable footwear and apparel, targeting eco-conscious consumers.

Tip Ranks

Allbirds Launches New ATM Equity Offering Program

MSFT

OpenAI

RI has introduced a new approach to AI, moving away from traditional models embraced by tech giants like Microsoft (MSFT), NVIDIA (NVDA), Alphabet (GOOGL), Meta Platforms (META), Palantir (PLTR), OpenAI, Allbirds (BIRD), Anthropic, xAI, and Luma AI. This distributed, infrastructure-light architecture signifies a shift in strategy towards more efficient systems. While companies like Microsoft, NVIDIA, and others invest heavily in capital-intensive AI setups, RI's innovative model presents an alternative path.

Unusual Whales

Microsoft

Alphabet - C

Meta Platforms

Alphabet

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long META Daily ETF

YieldMax MSFT Option Income Strategy ETF

Leverage Shares 2x Cpd Acclrtd PLTRMnETF

Direxion Daily Googl Bear 1x Shares

T-Rex 2X Long NVIDIA Daily Target ETF

Leverage Shares 2X Long PLTR Daily ETF

Direxion Daily Meta Bull 2x Shares

T-Rex 2X Inverse NVIDIA Daily Target ETF

Roundhill GOOGL WeeklyPay ETF

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily GOOGL Bull 2X Shares

Direxion Daily PLTR Bear 1X Shares

GraniteShares 2x Long MSFT Daily ETF

ISHRS S&P Glb It

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long PLTR Daily ETF

Defiance Leveraged Long +Income PLTR ETF

GraniteShares 2x Long NVDA Daily ETF

NVIDIA

Palantir Tech

NVIDIA Corporation

ReelTime’s Reel Intelligence “RI” Launches Worlds Most Advanced Image Generation System, Expanding Its Multi-Modal Intelligence Platform Lead Over Legacy AI

AAPB

AAPX

AAPU

Apple CEO Tim Cook will step down in September after 15 years, during which he significantly increased the company's market cap from $350 billion to $4 trillion. Following the announcement, Apple shares fell 2.5%. Meanwhile, Allbirds is pivoting its business model and changing its name to "NewBird AI" to focus on GPU-as-a-Service and AI solutions. This shift raises questions about the viability of such drastic changes, as history shows both successful and unsuccessful pivots in business.

Allbirds(BIRD.US)