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Duolingo (DUOL)
NASDAQ:DUOL
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.75Last Year’s EPS
0.72Same Quarter Last Year
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced strong operating scale, profitability and a clear, AI-driven strategic plan (buyback authorization, >50M DAUs, >$1B bookings, >$300M adjusted EBITDA, new product traction) against meaningful near-term trade-offs: decelerating DAU growth (~20% guidance for 2026), lower gross margins from wider AI rollout, and increased R&D and sales & marketing spend that will pressure 2026 profitability. Management framed 2026 as a foundational investment year to reaccelerate DAUs and capture a larger long-term opportunity, but acknowledged uncertainty from A/B tests and tough early-year comps. Overall, positives (scale, cash generation, product roadmap, buyback) are balanced by concrete short-term execution and margin challenges.Company Guidance
Scale and User Milestone
Surpassed 50 million daily active users (DAUs) in 2025 — more than 5x the DAUs at IPO in 2021; medium-term goal to reach 100 million DAUs by 2028 (double).
Strong 2025 Financial Performance
Delivered over $1 billion in bookings and more than $300 million in adjusted EBITDA in 2025; company described as "profitable at scale."
2026 Financial Guidance
Full-year guidance: bookings growth 10%–12%, revenue growth 15%–18%, adjusted EBITDA margin around 25%; Q1 guidance: bookings +11%, revenue +25%, adjusted EBITDA margin 25.5%.
Capital Allocation — Buyback Authorization
Board authorized share repurchases of up to $400 million, signaling strong balance sheet and return-of-capital optionality.
AI-Driven Strategic Opportunity
Company is prioritizing AI to "teach significantly better," plans thousands of A/B tests and large initiatives across three categories (teach languages better, improve free experience, grow new subjects), and expects AI to be a major growth enabler.
New Subject Traction and Product Roadmap
Chess reached ~7 million DAUs in under a year; speaking adventures (free/for-all) expected to scale midyear; more advanced content up to Duolingo score 129 for top 9 languages rolling out in 1–2 months.
Improving Engagement on AI Features
Video call (Lily) metrics improving — words spoken per user is "monotonically increasing" over time; company plans to experiment with expanding video call access to larger tiers (Super) as AI costs fall.
Ad Monetization Quality Over Volume
Plan to keep ad load stable but increase yield and ad quality via direct deals (higher CPMs and better user experience) and experiments such as serving ads in the language being learned.
DUOL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DUOL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $117.45 | $101.00 | -14.01% |
Nov 05, 2025 | $260.02 | $193.74 | -25.49% |
Aug 06, 2025 | $343.61 | $390.84 | +13.75% |
May 01, 2025 | $400.00 | $486.42 | +21.61% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Duolingo (DUOL) report earnings?
Duolingo (DUOL) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Duolingo (DUOL) earnings time?
Duolingo (DUOL) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DUOL EPS forecast?
DUOL EPS forecast for the fiscal quarter 2026 (Q1) is 0.75.
