$DUOL · Meet Kevin · 2026-11-03
DUOL 第三季度超预期 600 万美元，达到 3900 万美元，并将下季度指引上调至 382 对 381.2，但这一超预期只是名义上的——它是在从谷底反弹，1.22 的财年营收指引仅略高于预期的 1.21：一个极微小的超预期。
逐段跳播
然后我们还有 Dolingo。这是个挺有意思的标的。我们看看 Dol 那边是什么情况。哦，我们这儿看到什么了？第三季度，Dualingo 实际上超出预期 600 万美元，达到 3900 万美元。
想象一下，靠一个语言翻译应用赚到 3900 亿美元，还把下一季度的指引上调到 382，而预期是 381.2。这确实相当令人印象深刻。
Uh, then we've got Dolingo. That's an interesting one. We'll see what's going on with Dol. Oh, what do we got here? Q3, Dualingo actually beats by $6 million at $39 million. Imagine making $39 billion from a language translation app and actually raising your guidance to 382 versus 381.2 for the next quarter. It's actually pretty impressive.
不过话说回来，它基本上是从谷底反弹。所以，Dolingo 在这里表现不错，算是名义上的、名义上的超预期。Dualingo 的财年营收预测指引是 1.22。这 literally 只比他们原先的预期高了一点点。
所以，他们原本看的是 1.21，而我们拿到的是 1.22 的预期。所以是非常非常名义上的、微小的、一丁点儿的超预期。
Then again, it is bouncing from the dead basically. So, Dolingo doing well here at like a nominal nominal beat. Fiscal year revenue forecast coming at 1.22 is the guide for Dualingo.
It's literally like a hair higher than what their anticipation was. So, they're looking at uh 1.21 and we got a one point uh 22 estimate. So very very nominal small teeny tiny beat.
Dell、Na'vi，甚至 Toast 都在回升。Dualingo 在这里上涨。Q 们现在盘后转正了。
Dell, Na'vi, even Toast is recovering. Dualingo is up here. the Q's now positive in the afters.