$DUOL

Duolingo 2026: Revenue $309.01M, EPS $0.54— 10-Q Summary

Duolingo reported 2026 Q3 revenue of $309.01M, up 13.7% YoY, but net income fell 90.7% to $27.17M. Daily active users rose 29% to 64.9M, while subscription revenue increased 18% to $270.0M. The company plans continued investment in product development.

Original reporting
Published Nov 4, 2026, 11:11 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 11:20 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Duolingo 2026: Revenue $309.01M, EPS $0.54— 10-Q Summary — source image
Decision brief

The 30-second read

$DUOLBearishMed
01

Why it matters

The earnings miss is likely to trigger a sell‑off, though subscription revenue growth and rising daily active users provide a partial offset.

02

Market read

The earnings release is a primary catalyst for DUOL and may influence sentiment in the edtech sector.

03

What to watch

Strong DAU growth (29%) and subscription revenue increase may cushion short‑term price decline.

Relevance 8/10Novelty 8/10Timing: post-market today

Background

Duolingo released its 10‑Q filing for Q3 2026, reporting a 13.7% YoY revenue increase but a steep earnings decline.

Company-level read

Ticker impact

$DUOLBearishHigh confidence
Context

Duolingo disclosed Q3 2026 revenue of $309.01M and EPS of $0.54, a 90.7% drop in net income.

Expected impact

likely pressure as the market prices in the earnings miss and lower guidance expectations

Evidence & confidence

The surprise drop in earnings and EPS is material and new, prompting traders to reassess valuation.

Market effects

Potential drag on the broader language‑learning and edtech sector as peers may be re‑rated.

Limited to US and global tech markets; no broader regional effect.

Modest, confined to investors tracking mid‑cap growth stocks.

Counterpoint

If the revenue growth outpaces peers, the stock could rebound on longer‑term growth narrative.

Key entities

  • Duolingo, Inc.

    Public language‑learning platform (ticker DUOL).

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Duolingo (DUOL) Q3 2026 Earnings Call Transcript

Duolingo (DUOL) reported Q3 2026 earnings, projecting 13% bookings growth and 14% revenue growth for Q4, with adjusted EBITDA margin at 26.1%. Full-year 2026 expectations include 12% bookings growth, 18% revenue growth, and a 26.5% adjusted EBITDA margin. Growth is driven by product improvements and partnerships, with strong user retention. Paid subscriber growth is expected to follow revenue trends.