{"filings":[{"id":93658,"accession_number":"0001628280-26-029790","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Q1 revenue $292M (+27% YoY), net income $43.5M, DAUs 56.5M (+21%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $292.0M (+27% YoY); total bookings $308.5M (+14% YoY).","Net income $43.5M (14.9% margin); Adj. EBITDA $83.4M (28.6% margin).","DAUs 56.5M (+21% YoY); paid subscribers 12.5M (+21% YoY at period end).","Free cash flow $147.8M (+43% YoY); repurchased >500K shares covering all 2025 dilution.","No explicit forward guidance; reiterates medium-term goal of 100M DAUs by 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":291967000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105461,"accession_number":"0001628280-26-012513","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K/A","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Q4/FY2025 revenue $282.9M/$1,038M; guides FY2026 bookings +11% and EBITDA margin ~25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $282.9M (+35% YoY); FY revenue $1,037.6M (+39% YoY).","Q4 net income $42.0M; FY net income $414.1M (includes $256.7M one-time tax benefit).","Adjusted EBITDA FY $305.9M (29.5% margin); Q4 $84.3M (29.8% margin).","DAU 52.7M (+30% YoY); paid subscribers 12.2M (+28% YoY).","Strategic pivot to user growth: expects ~11% bookings growth in 2026, investing >$50M of foregone bookings into free experience."],"consensus_eps_estimate":null,"consensus_eps_actual":8.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1037589000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105463,"accession_number":"0001628280-26-012246","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Duolingo Q4 revenue $282.9M (+35% YoY); guides slower 2026 growth; $400M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $282.9M (+35% YoY); FY 2025 revenue $1.04B (+39% YoY). DAUs 52.7M (+30%), paid subs 12.2M (+28%).","Q4 net income $42.0M; FY net income $414.1M (includes $256.7M tax benefit). FY adjusted EBITDA $305.9M (29.5% margin).","CEO prioritizes user growth over monetization: expects 2026 bookings growth ~11% (vs ~20% prior) and adj. EBITDA margin ~25%.","Board authorized $400M share repurchase program; no expiration, open-market purchases at company discretion.","Chess reached 7M DAUs in <1 year; Math and Music expansion underway; AI features (Video Call) moving to Super tier."],"consensus_eps_estimate":null,"consensus_eps_actual":8.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1037589000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105462,"accession_number":"0001628280-26-001730","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Duolingo names Gillian Munson CFO; Q4 DAU +30% YoY, bookings at guidance high end","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gillian Munson (ex-Vimeo CFO, Duolingo board member) becomes CFO effective Feb 23, 2026; Matt Skaruppa transitions to advisory role through Nov 20, 2026.","Munson receives $800k base salary, $14M RSU grant vesting over 4 years; severance includes 12 months salary and COBRA.","Preliminary Q4 2025: DAU grew ~30% YoY; bookings at or slightly above high end of $329.5M-$335.5M guidance range.","Skaruppa to receive $32,292/month salary plus continued RSU vesting during transition period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121743,"accession_number":"0001628280-25-049514","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Q3 2025: DAUs top 50.5M (+36%), revenue $271.7M (+41%), adj EBITDA margin expands","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 DAUs reached 50.5M, up 36% YoY; revenue $271.7M, up 41% YoY.","Net income $292.2M includes $222.7M one-time tax benefit; adjusted EBITDA $80.0M (29.5% margin vs 24.7% prior year).","Paid subscribers 11.5M (+34% YoY); subscription revenue $229.5M (+46% YoY).","Company shifts focus to long-term user growth and AI-driven teaching, prioritizing over near-term monetization."],"consensus_eps_estimate":null,"consensus_eps_actual":7.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":754721000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138413,"accession_number":"0001562088-25-000165","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Q2 revenue $252.3M (+41% YoY), net income $44.8M (+84% YoY); raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $252.3M (+41% YoY); subscription revenue $210.7M (+46% YoY).","Net income $44.8M (84% YoY increase); Adjusted EBITDA $78.7M (31.2% margin).","DAUs 47.7M (+40% YoY), MAUs 128.3M (+24% YoY); paid subscribers 10.9M (+37% YoY).","Raised FY2025 guidance: bookings growth midpoint 32% YoY; Adjusted EBITDA margin midpoint 28.75%.","New Chess course reached 1M+ DAUs; Energy mechanic boosted DAUs, time spent, and conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":1.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":483008000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155874,"accession_number":"0001562088-25-000129","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Duolingo shareholders elect three Class I directors, ratify auditor, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Bing Gordon, John Lilly, and Mario Schlosser elected as Class I directors until 2028.","Deloitte & Touche ratified as independent auditor for FY2025 with 159,225,252 votes for.","Advisory vote on executive compensation approved with 154,319,307 votes for.","Approximately 97.64% of outstanding voting power represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155873,"accession_number":"0001562088-25-000098","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Q1 revenue up 38% YoY to $230.7M, adds record DAUs, raises guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["DAUs grew 49% YoY to 46.6M; paid subscribers surpassed 10M (up 40% YoY).","Total bookings $271.6M (+38% YoY); subscription bookings $232.2M (+44%).","Net income $35.1M (up 30% YoY); Adj EBITDA $62.8M (27.2% margin vs 26.3%).","Raised FY25 bookings guidance midpoint to 29% YoY growth; Adj EBITDA margin raised to 28%.","Dead Duo campaign generated 1.7B organic impressions; new Chess course; AI cost optimizations ahead of schedule."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":230743000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174331,"accession_number":"0001562088-25-000039","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Q4 revenue $209.6M (+39% YoY), DAUs 40.5M (+51%), record bookings and profitability","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total bookings $271.6M (+42% YoY); subscription bookings $236.5M (+50% YoY).","Q4 net income $13.9M vs $12.1M; Adj. EBITDA $52.3M (25.0% margin vs 23.3% YoY).","FY2024 revenue $748.0M (+41% YoY); Adj. EBITDA $191.9M (25.7% margin).","Paid subscribers 9.5M (+43% YoY); Duolingo Max accounts for 5% of paid subs at year-end.","Free cash flow Q4 $87.8M (42% margin); 2025 priorities include Video Call and AI features."],"consensus_eps_estimate":null,"consensus_eps_actual":1.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":748024000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191280,"accession_number":"0001562088-24-000276","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Duolingo appoints gaming veteran Bonnie Ross to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bonnie Ross appointed as Class II director effective Dec 5, 2024; term expires at 2026 annual meeting.","30-year Microsoft veteran, former head of Halo franchise with over $6B in consumer spend.","Ross joins Compensation Committee and M&A Committee of the board.","Receives initial $360K RSU award vesting over 3 years plus cash retainers ($35K board, $7.5K comp, $4K M&A).","CEO Luis von Ahn cites her expertise in making learning fun and building global franchises."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191279,"accession_number":"0001562088-24-000248","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Q3: Revenue +40% to $192.6M, DAUs +54%, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $192.6M (+40% YoY); net income $23.4M vs $2.8M; adjusted EBITDA $47.5M (24.7% margin).","DAUs 37.2M (+54% YoY), MAUs 113.1M (+36%), paid subscribers 8.6M (+47%).","Total bookings $211.5M (+38%); subscription bookings $176.3M (+45%).","Guidance raised: Q4 revenue $202.5-205.5M; FY revenue $741-744M, adj. EBITDA margin ~25.5%.","Duolingo Max AI Video Call launched; available to ~50% of DAUs; Android rollout by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":1.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":538474000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207768,"accession_number":"0001562088-24-000203","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Reports Q2 2024: Revenue Up 41%, DAUs Surpass 34.1 Million","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total bookings reached $190.1M, up 38% YoY; subscription bookings grew 47% to $156.5M.","Daily active users grew 59% to 34.1M; monthly active users hit 103.6M, up 40%.","Net income jumped to $24.4M from $3.7M; Adjusted EBITDA margin rose to 27.0%.","Paid subscribers increased 52% to 8.0M at quarter-end; revenue was $178.3M.","Acquired Hobbes motion design studio; introduced Friend Streak feature for users."],"consensus_eps_estimate":null,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":345880000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225243,"accession_number":"0001562088-24-000172","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Duolingo appoints Mario Schlosser to board, replacing Laela Sturdy","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed as Class I director effective July 1, 2024; term expires at 2025 annual meeting.","Receives $35k annual cash retainer, prorated for 2024; initial RSU award of $360k vesting over 3 years.","Also eligible for annual RSU award of $180k, vesting on first anniversary or before next annual meeting.","Expected to enter standard indemnification agreement with Duolingo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225242,"accession_number":"0001562088-24-000168","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Duolingo stockholders approve all 2024 annual meeting proposals including director elections and auditor ratification","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three Class III directors re-elected: Luis von Ahn (147.9M for), Sara Clemens (135.7M for), Severin Hacker (147.6M for).","Ratification of Deloitte as independent auditor approved with 155.4M for, 19.6K against.","Advisory vote on executive compensation passed with 151.2M for, 519K against.","Total voting power represented was ~97.26% of outstanding shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225240,"accession_number":"0001562088-24-000117","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K/A","filed_at":"2024-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Duolingo Q1 revenue $167.6M (+45% YoY); raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $167.6M, up 45% YoY; net income $27.0M vs loss $2.6M a year ago.","DAUs 31.4M (+54% YoY), MAUs 97.6M (+35%), paid subscribers 7.4M (+54%).","Adjusted EBITDA $44.0M (26.3% margin) vs $15.1M (13.1%) prior year.","Total bookings $197.5M (+41% YoY); subscription bookings $161.5M (+47%).","Raised full-year bookings, revenue, and profitability guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":167553000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225241,"accession_number":"0001562088-24-000110","cik":1562088,"company_name":"Duolingo, Inc.","ticker":"DUOL","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Duolingo Q1 revenue $167.6M (+45% YoY), net income $27.0M, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $167.6M (+45% YoY); net income $27.0M vs loss of $2.6M a year ago.","Adjusted EBITDA $44.0M (26.3% margin) vs $15.1M (13.1%) in Q1 2023.","Total bookings $197.5M (+41% YoY); subscription bookings $161.5M (+47%).","DAUs 31.4M (+54%), MAUs 97.6M (+35%); paid subscribers 7.4M (+54%).","Raises full-year 2024 guidance: revenue $726.5-735.5M; Adj. EBITDA $167.1-176.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":167553000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5117089408.685541,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}