P&A Finance

Investir aujourd'hui pour récolter demain

Aucun génie ici, juste on analyse ensemble

[Wall St Engine @wallstengine]

$DUOL Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $292.0M (Est. $289M) 🟢; +27% YoY
🔹 EPS: $0.89 (Est. $0.75) 🟢
🔹 DAUs: 56.5M; +21% YoY
🔹 Paid Subscribers: 12.5M; +21% YoY
🔹 Total Bookings: $308.5M; +14% YoY
🔹 Adj. EBITDA: $83.4M; 28.6% margin

Q2 Guide:
🔹 Revenue: $295.5M; +17.1% YoY
🔹 Bookings: $283.5M; +5.8% YoY
🔹 Adj. EBITDA: $71.0M
🔹 Adj. EBITDA Margin: 24.0%
🔹 Gross Margin: ~71.0%

FY Guide:
🔹 Revenue: $1,205M; +16.1% YoY
🔹 Bookings: $1,280M; +10.5% YoY
🔹 Adj. EBITDA: $310M
🔹 Adj. EBITDA Margin: 25.7%
🔹 Gross Margin: Trending down to ~69.0% by Q4
🔹 Stock-Based Comp: Nearly 15% of revenue
🔹 Effective Tax Provision: ~18-20%

Other Metrics:
🔹 MAUs: 137.8M
🔹 Subscription Bookings: $268.1M; +15% YoY
🔹 Subscription Revenue: $250.9M; +31% YoY
🔹 Advertising Revenue: $20.6M; +15% YoY
🔹 Duolingo English Test Revenue: $11.3M; -6% YoY
🔹 In-App Purchases Revenue: $8.4M; -11% YoY
🔹 Course Units Published: 20,500 in Q1’26
🔹 Video Call: Average words spoken per user more than doubled over the last year
🔹 Diluted Shares Outstanding: ~49.7M

Financials:
🔹 Gross Margin: 73.0%; +190 bps YoY
🔹 Net Income: $43.5M; 14.9% margin
🔹 Net Cash From Operating Activities: $150.8M; 51.6% margin
🔹 FCF: $147.8M; 50.6% margin
🔹 Cash & Cash Equivalents: $1.1B

Capital Return:
🔹 Buybacks: ~$50.6M / ~514,000 shares repurchased through May 1, 2026
🔹 Authorization: $400M repurchase program
🔹 Buybacks represent more than 100% of 2025 net dilution from equity awards

Commentary:
🔸 “In Q1, we executed on the strategy we outlined in the last shareholder letter.”

🔸 “It’s still too early to see the impact in our metrics, but our results so far are in line with what we expected.”

🔸 “Speaking practice, historically the biggest gap for learners on Duolingo, is now a core part of the product.”

🔸 “We have conviction this is ultimately what will make us a larger and more durable company.”

[Wall St Engine @wallstengine]

PALANTIR $PLTR Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.63B (Est. $1.54B) 🟢; +85% YoY
🔹 Adj. EPS: $0.33 (Est. $0.28) 🟢
🔹 Adj. EBITDA: $990.3M (Est. $886.7M) 🟢; 61% margin
🔹 U.S. Revenue: $1.282B; +104% YoY / +19% QoQ
🔹 U.S. Commercial Revenue: $595M; +133% YoY / +18% QoQ
🔹 Rule of 40 Score: 145%

Q2 Guide:
🔹 Revenue: $1.797B - $1.801B (Est. $1.68B) 🟢
🔹 Adj. Income From Operations: $1.063B - $1.067B

FY Guide:
🔹 Raises Revenue: $7.650B - $7.662B (Est. $7.68B) 🟡
🔹 U.S. Commercial Revenue: In excess of $3.224B; at least +120% YoY
🔹 Adj. Income From Operations: $4.440B - $4.452B
🔹 Adj. FCF: $4.2B - $4.4B
🔹 GAAP Operating Income & Net Income: Expected in each quarter this year

Segment Performance:
🔹 U.S. Revenue: $1.282B; +104% YoY / +19% QoQ
🔹 U.S. Commercial Revenue: $595M; +133% YoY / +18% QoQ
🔹 U.S. Government Revenue: $687M; +84% YoY / +21% QoQ

Other Metrics:
🔹 Deals Closed: 206 deals of at least $1M
🔹 Deals Closed: 72 deals of at least $5M
🔹 Deals Closed: 47 deals of at least $10M
🔹 TCV: $2.41B; +61% YoY
🔹 U.S. Commercial TCV: $1.176B; +45% YoY
🔹 U.S. Commercial RDV: $4.92B; +112% YoY / +12% QoQ

Financials:
🔹 Adj. Income From Operations: $984M; 60% margin
🔹 Adj. Net Income: $856.5M
🔹 Cash From Operations: $899M; 55% margin
🔹 Adj. FCF: $925M; 57% margin
🔹 Cash, Cash Equivalents & Short-Term U.S. Treasury Securities: $8.0B

Commentary:
🔸 “Palantir's Rule of 40 score has soared to 145%.”

🔸 “We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK hynix.”

🔸 “Momentum surged as we grew 85% last quarter—our highest-ever year-over-year growth rate—by more than doubling our U.S. business, and now we are raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter, driven by our confidence in an accelerating U.S. market.”

[P&A Finance @PAfinanceFR]

@LysandreBL Nvidia sur 10 ans

[P&A Finance @PAfinanceFR]

@paciWH @StarPlatinum_ J’aime quand tu roast

[Wall St Engine @wallstengine]

FED'S POWELL SAYS THERE ARE RISKS TO BOTH SIDES OF MANDATE

[Julien @JulienTechInvst]

@stockpicker99 @VinctMatth @Saetlan_ Je reste en Irlande. Ils ont pas de bureau sur place, je serais en full remote

[P&A Finance @PAfinanceFR]

@JulienTechInvst Gg ! Meilleure timing d’entrée que toi et moi sur Duolingo mdrr

[P&A Finance @PAfinanceFR]

@Homme_deValeurs @CRESUSINVESTIS @Zozorop @wallstengine C’est pas une entreprise ou le graphique est pertinent je pense. Elle a un potentiel énorme sur 10 ans et malgré le earnings mid tiers. Elle reste une boite avec un gros potentiel IMO

[P&A Finance @PAfinanceFR]

@JulienTechInvst @bourseko Trop bien bravo à toi !

[Julien @JulienTechInvst]

Comme promis, pour fêter la monétisation du compte, avec @bourseko on a décidé de vous offrir 3 abonnements d'un mois au club !

Pour participer 👇
1⃣ Follow @JulienTechInvst et @bourseko
2⃣ RT ce post 🔁
3⃣ Like ce post ❤️
4⃣ Commente ce post 💬

Tirage au sort Lundi soir ! Bonne chance à tous !

[P&A Finance @PAfinanceFR]

@ReaYves7726 @RNattaf2202 @pierre_j6 @JulienTechInvst Yves Yves… commence pas, tu as sûrement dans les 50 ans retourne passer du temps avec ta famille. Au lieux de faire le justicier sur Twitter..

[P&A Finance @PAfinanceFR]

@JulienTechInvst Bonjour Julien ! J’ai renforcé de mon côté ASX qui je trouve à un énorme potentielle au vu de la valo et des prévisions mais je vais regarder BE de plus près car je connais que de nom💪🏽

[P&A Finance @PAfinanceFR]

@JulienTechInvst Je suis pareil que toi la question c’est aussi posé donc j’ai fait moitié cash TSMC et le reste j’ai renforcé sur GTT même si y’a des énormes attentes sur le marché EU de la part des analystes pr 2026 . IMO, TSMC reste incr et GTT une boite super intéressante que je renforce

[Julien @JulienTechInvst]

@yannlemerle Faux et faux, c’est plus complexe

[P&A Finance @PAfinanceFR]

@oeeshasha @regelegorila c'est la caisse d'épargne***

[P&A Finance @PAfinanceFR]

@JulienTechInvst @AlexQuetglas Ptdrrr oui et elle continue de down la coquine

[P&A Finance @PAfinanceFR]

@LCP @JeromeGuedj @YannickMonnet3 @leboucher_elise @grok dis moi si cela sera 100% applicable ou si c’est juste un amendement qui n’est pas encore validé dans la lois ?