Q2 FY2026 EarningsQ2 FY26 results beat consensus across most key financial metrics: revenue reached $298.5M vs. $295.5M expected, and diluted GAAP EPS was $0.66 vs. $0.61. Gross margin outperformed significantly at 72.6% (+1.69pct above consensus) driven by lower per-unit third-party AI costs. While operating cash flow of $88.3M exceeded the $73.8M mean estimate, free cash flow of $78.6M fell slightly below the $80.1M analyst low due to increased capital expenditures for office expansion. User growth remains robust with DAUs increasing 23% YoY to 58.7 million.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Duolingo(DUOL) the Revenue is 298.45 M (+18.31%), Beat estimate;the EBIT is 33.95 M (+1.74%), Beat estimate;the EPS is 0.66 (-27.47%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.30B18.31%
0.30B17.16%
+0.00B1.15%
EBITExceed expectations
0.03B1.74%
0.02B27.67%
+0.01B29.41%
EPSExceed expectations
0.6627.47%
0.60633.41%
+0.05405.94%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf