Latest news with #monthlyactiveusers
The Verge
4 days ago
- The Verge
Threads surpassed 400 million monthly active users.
Posted Aug 12, 2025 at 4:32 PM UTC Threads surpassed 400 million monthly active users. Up from 350 million in April. Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates. Jay Peters Posts from this author will be added to your daily email digest and your homepage feed. See All by Jay Peters Posts from this topic will be added to your daily email digest and your homepage feed. See All Meta Posts from this topic will be added to your daily email digest and your homepage feed. See All News Posts from this topic will be added to your daily email digest and your homepage feed. See All Social Media Posts from this topic will be added to your daily email digest and your homepage feed. See All Tech Posts from this topic will be added to your daily email digest and your homepage feed. See All Threads
Yahoo
08-07-2025
- Business
- Yahoo
This Magnificent Artificial Intelligence (AI) Stock Is Down 26%. Buy the Dip, Or Run for the Hills?
Duolingo operates the world's most popular digital language education platform, and its stock soared to a new record high in May. The stock has since declined by 26%, despite Duolingo's strong financial results, which show rapid growth at the top and bottom line. Duolingo's valuation looks a little stretched by two popular metrics, which might explain its fading stock price. 10 stocks we like better than Duolingo › Duolingo (NASDAQ: DUOL) operates the world's most popular digital language education platform, and the company continues to deliver stellar financial results. Duolingo is elevating the learning experience with artificial intelligence (AI), which is also unlocking new revenue streams that could fuel its next phase of growth. Duolingo stock set a new record high in May, but it has since declined by 26%. It's trading at a sky-high valuation, so investors might be wondering whether the company's rapid growth warrants paying a premium. With that in mind, is the dip a buying opportunity, or should investors completely avoid the stock? Duolingo's mobile-first, gamified approach to language education is attracting hordes of eager learners. During the first quarter of 2025 (ended March 31), the platform had 130.2 million monthly active users, which was a 33% jump from the year-ago period. However, the number of users paying a monthly subscription grew at an even faster pace, thanks partly to AI. Duolingo makes money in two ways. It sells advertising slots to businesses and then shows those ads to its free users, and it also offers a monthly subscription option for users who want access to additional features to accelerate their learning experience. The number of users paying a subscription soared by 40% to a record 10.3 million during the first quarter. Duolingo's Max subscription plan continues to be a big driver of new paying users. It includes three AI-powered features: Roleplay, Explain My Answer, and Videocall. Roleplay uses an AI chatbot interface to help users practice their conversational skills, whereas Explain My Answer offers personalized feedback to users based on their mistakes in each lesson. Videocall, which is the newest addition to the Max plan, features a digital avatar named Lily, which helps users practice their speaking skills. Duolingo Max was launched just two years ago in 2023, and it's the company's most expensive plan, yet it already accounts for 7% of the platform's total subscriber base. It brings Duolingo a step closer to achieving its long-term goal of delivering a digital learning experience that rivals that of a human tutor. Duolingo delivered $230.7 million in revenue during the first quarter of 2025, which represented 38% growth from the year-ago period. It was above the high end of the company's forecast ($223.5 million), which drove management to increase its full-year guidance for 2025. Duolingo is now expected to deliver as much as $996 million in revenue, compared to $978.5 million as of the last forecast. But there is another positive story unfolding at the bottom line. Duolingo generated $35.1 million in GAAP (generally accepted accounting principles) net income during the first quarter, which was a 30% increase year over year. However, the company's adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) soared by 43% to $62.8 million. This is management's preferred measure of profitability because it excludes one-off and non-cash expenses, so it's a better indicator of how much actual money the business is generating. A combination of Duolingo's rapid revenue growth and prudent expense management is driving the company's surging profits, and this trend might be key to further upside in its stock from here. Based on Duolingo's trailing 12-month earnings per share (EPS), its stock is trading at a price-to-earnings (P/E) ratio of 193.1. That is an eye-popping valuation considering the S&P 500 is sitting at a P/E ratio of 24.1 as of this writing. In other words, Duolingo stock is a whopping eight times more expensive than the benchmark index. The stock looks more attractive if we value it based on the company's future potential earnings, though. If we look ahead to 2026, the stock is trading at a forward P/E ratio of 48.8 based on Wall Street's consensus EPS estimate (provided by Yahoo! Finance) for that year. It's still expensive, but slightly more reasonable. Even if we set Duolingo's earnings aside and value its stock based on its revenue, it still looks quite expensive. It's trading at a price-to-sales (P/S) ratio of 22.9, which is a 40% premium to its average of 16.3 dating back to when it went public in 2021. With all of that in mind, Duolingo stock probably isn't a great buy for investors who are looking for positive returns in the next 12 months or so. However, the company will grow into its valuation over time if its revenue and earnings continue to increase at around the current pace, so the stock could be a solid buy for investors who are willing to hold onto it for the long term. A time horizon of five years (or more) will maximize the chances of earning a positive return. Before you buy stock in Duolingo, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Duolingo wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool recommends Duolingo. The Motley Fool has a disclosure policy. This Magnificent Artificial Intelligence (AI) Stock Is Down 26%. Buy the Dip, Or Run for the Hills? was originally published by The Motley Fool
Yahoo
11-05-2025
- Business
- Yahoo
Rumble Inc (RUM) Q1 2025 Earnings Call Highlights: Revenue Surge and Strategic Partnerships ...
Revenue: $23.7 million, a 34% increase from $17.7 million in Q1 2024. Audience Monetization Revenue: Increased by $4.6 million, including $3.6 million from higher subscription revenue. Other Initiatives Revenue: Increased by $1.4 million, including $1.1 million from advertising inventory monetization. ARPU: $0.34, down from $0.39 in Q4 2024. Cost of Services: Decreased to $30 million from $31.8 million in Q1 2024. General and Administrative Expenses: $16.6 million, a $7.3 million increase due to one-time payroll events. Adjusted EBITDA Loss: $22.7 million, a 14% improvement from a $26.5 million loss in Q1 2024. Cash and Cash Equivalents: $301.3 million, up from $114 million at the end of 2024. Bitcoin Holdings: 211 Bitcoin, valued at approximately $21.3 million. Warning! GuruFocus has detected 5 Warning Signs with RUM. Release Date: May 08, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Rumble Inc (NASDAQ:RUM) reported a significant revenue growth of 34% compared to the same quarter last year. The company achieved a major milestone with 59 million monthly active users (MAUs), marking the 13th consecutive quarter over 40 million MAUs and the seventh consecutive quarter exceeding 50 million MAUs. Rumble Inc (NASDAQ:RUM) successfully executed brand campaigns with notable partners such as Netflix, and Chevron, indicating growing traction in their advertising business. The company announced a promising partnership with the government of El Salvador for Rumble Cloud, highlighting potential growth in the government vertical. Rumble Inc (NASDAQ:RUM) is developing the Rumble Wallet in partnership with Tether, aiming to launch in Q3 2025, which could open new monetization opportunities in international markets. The company reported an adjusted EBITDA loss of $22.7 million for the first quarter of 2025, although this was a 14% improvement from the previous year. Average Revenue Per User (ARPU) decreased to $0.34 from $0.39 in the fourth quarter of 2024, primarily due to lower advertising revenue. General and administrative expenses increased by $7.3 million compared to the first quarter of 2024, largely due to one-time payroll and related events. The penetration of programmatic and AI-based tools in the advertising segment is expected to take time before contributing meaningfully to the business. Rumble Inc (NASDAQ:RUM) faces challenges in improving user retention across its portfolio of applications, despite recent progress. Q: Can you elaborate on Rumble's Bitcoin Treasury strategy and its relation to the Rumble Wallet? A: Christopher Pavlovski, CEO, explained that the Board approved up to $20 million for Bitcoin purchases. The strategy is linked to the Rumble Wallet, which aims to facilitate transactions in the creator economy, especially in international markets. The Wallet will allow creators to receive payments in Bitcoin or stablecoins, enhancing Rumble's offerings. Q: Are there plans to increase the Bitcoin holdings relative to cash? A: Christopher Pavlovski stated that while they are evaluating this, no decisions have been made beyond the current $20 million approval for Bitcoin purchases. Q: What are the key reasons users would adopt the Rumble Wallet over competitors like Coinbase? A: Pavlovski highlighted the demand from creators to receive payments in Bitcoin and stablecoins. The Wallet will cater to international users who prefer crypto transactions, leveraging Rumble's trust with creators and Tether's global user base. Q: How does the Bitcoin and Wallet initiative fit into Rumble's overall business strategy? A: Pavlovski emphasized that the initiative complements Rumble's existing business, offering creators a desirable payment method and providing a competitive edge over platforms like YouTube. Q: Can you provide more details on the recent brand partnerships? A: Pavlovski shared that Rumble completed a successful campaign with Netflix and is currently working with Chevron and This marks a significant milestone for Rumble in attracting brand advertisers. Q: What is Rumble's approach to mergers and acquisitions (M&A)? A: Pavlovski mentioned that Rumble is actively evaluating strategic opportunities for M&A, although no specific details were provided. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
