DUOL
Duolingo, Inc.
2026Q2 · Earnings 2026-08-06 (Reported 36d ago)
At a glance · Earnings setup
Confidence: Low
Street's $297.4M expectation is usable, but the evidence is not broad enough for a directional call.
Street
$297.4M
Revenue consensus · +17.9% YoY
Revision: Unknown
No direct Street KPI consensus
Operating requirement
Latest bookings (2026Q1): ~$308.5M
Evidence
- CaveatBookings accel -33.11 pp vs Street required -8.66 pp
Coverage
- Eligible operating evidence vs Street's requirement
- Direct Street segment KPI consensus
1 · Street
What Street says
$297.4M
Revenue consensus · +17.9% YoY
- Analysts
- —
- Range
- —
- As of
- 2026-07-31
- Revision
- Unknown
2 · Street needs
What Street needs
For Street revenue to be right, these operating outcomes are roughly what the model implies.
Confidence: Low · based on n=16 history
- Latest bookings (2026Q1): ~$308.5M
- Calibrated revenue/bookings factor β: ~0.88
3 · Management
What management says
Direct guidance
Explicit quarterly revenue guidance midpoint
- Mid / point
- $295.5M
- Vs Street
- -0.6%
- As of
- 2026-05-04
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 -8.66 pp
- Some dispersion, revision, or sensitivity evidence elevates fragility
- The implied-requirement range is unusually wide — treat with caution
Still missing
- Eligible operating evidence vs Street's requirement
Sources & methodology
Setup methodology v0.2.
Internal classification note: Consensus shows elevated fragility; only one independent material signal — not enough for directional tension
- street_consensus · Zacks · link
- explicit_quarter_guidance · SEC earnings release
- kpi:bookings_m · qw_kpi_actuals
- street_consensus · Zacks · link
- street_consensus · Zacks · link
- kpi:bookings_m · qw_kpi_actuals
- street_consensus · Zacks · link
- explicit_quarter_guidance · SEC earnings release
- How Quarter Winner works →