DUOL
Duolingo, Inc.
2026Q3 · Earnings 2026-11-04 (In 8 days)
At a glance · Earnings setup
Confidence: Low
Evidence does not support a clear disagreement with Street's $303.1M expectation.
Street
$303.1M
Revenue consensus · +11.5% YoY
Revision: Unchanged (+0.1%)
No direct Street KPI consensus
Operating requirement
No defensible operating requirement for this Street number yet.
Evidence
- CaveatBookings accel -33.11 pp vs Street required -6.76 pp
Coverage
- Defensible segment / operating bridge
- Direct Street segment KPI consensus
1 · Street
What Street says
$303.1M
Revenue consensus · +11.5% YoY
- Analysts
- 19
- Range
- $302M – $307.2M
- As of
- 2026-10-20
- Revision
- Unchanged (+0.1%)
2 · Street needs
What Street needs
Implied requirements unavailable
Recognition-factor walk-forward too weak (wf_n=17, MAE=8.1%)
3 · Management
What management says
Direct guidance
Explicit quarterly revenue guidance midpoint
- Mid / point
- $302M
- Vs Street
- -0.4%
- As of
- 2026-08-05
4 · Business
What the business is doing
- Bookings
$289.1M
2026Q2 · YoY +7.9%
- Paid subscribers
$12.7M
2026Q2 · YoY +16.5%
No direct Street KPI consensus for this quarter. Implied operating requirements still apply where available.
5 · QW setup
Where QW lands
Supports
No material supporting evidence listed.
Against / uncertainty
- Bookings accel -33.11 pp vs Street required -6.76 pp
- Street coverage and sensitivity do not show elevated fragility
- Revision path is sparse or unstable — treat fragility cautiously
Still missing
- Defensible segment / operating bridge
Sources & methodology
Setup methodology v0.2.
Internal classification note: Only one independent material signal — insufficient breadth for a tension call
- street_consensus · Yahoo Finance · link
- explicit_quarter_guidance · SEC earnings release
- street_consensus · Yahoo Finance · link
- explicit_quarter_guidance · SEC earnings release
- How Quarter Winner works →