secwatch.observer — SEC 8-K summary
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Issuer:     Duolingo, Inc. (DUOL)
CIK:        0001562088
Form:       8-K
Filed at:   2026-08-05T20:04:09+00:00
Accession:  0001628280-26-053299
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Duolingo Q2 DAUs up 23% YoY to 58.7M; raises FY2026 EBITDA guidance
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- Revenue $298.5M (+18% YoY); net income $33.2M (11.1% margin) vs $44.8M (17.8%) YoY.
- DAUs 58.7M (+23% YoY, acceleration from Q1); paid subscribers 12.7M (+17%).
- Adjusted EBITDA $77.3M (25.9% margin); company raises FY2026 Adjusted EBITDA outlook.
- Current User Retention Rate (CURR) at all-time high of 84%, up ~1% YoY.
- Streak Revival event brought back 15.4M learners, including ~8M previously inactive.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1562088/000162828026053299/0001628280-26-053299-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1562088/000162828026053299/duol-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-053299

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer