NASDAQ$DUOL

Duolingo · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Duolingo reported Q3 2025 total revenues of $271.7M with net income of $292.2M and diluted EPS of $5.95.

Total revenues increased 41% to $271.7 million as daily active users and bookings grew. Net income was $292.2 million, including a one-time tax benefit; diluted EPS was $5.95 as the company scaled its subscription and advertising model.

  • Q3 total revenues $271.7M (+41% YoY).
  • Net income $292.2M; diluted EPS $5.95.
  • DAUs and paid subscribers expanded.
  • AI-powered product investments support engagement.

Headline financials

Total Revenue

$272M

Previous: $193M+41.1%
EPS (adj)

$5.95

Previous: $0.49+1114.3%
Monthly Active Users

135.3M

Previous: 113.1M+19.6%
Daily Active Users

50.5M

Previous: 37.2M+35.8%
Paid Subscribers

11.5M

Previous: 8.6M+33.7%
Total Bookings

$282M

Previous: $212M+33.3%
Subscription Bookings

$240M

Previous: $176M+36.3%
Capital Expenditures

-$7.37M

Previous: -$10.2M+27.4%
Net Income

$292M

Previous: $23.4M+1150.8%
Operating Income

$35.2M

Previous: $13.6M+159.0%
Gross Profit

$197M

Previous: $140M+40.2%

Revenue & EPS history

Duolingo · Revenue · Quarterly

$272M

Q3 2025+41.1%vs Q3 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Duolingo · $115M total across 2 segments · Q3 2023

  • Subscription bookings
    $106M+46.7%
  • Other bookings
    $9.45M+85.9%

Forward guidance

Platform growth outlook depends on user engagement, monetization, and macro trading activity.

Tailwinds

  • User growth and subscription mix.
  • Product innovation and ad monetization.
  • Capital returns or balance-sheet strength.

Headwinds

  • Regulatory and competitive pressure.
  • Macro sensitivity of trading and ad spend.
  • Rate and crypto volatility.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+5.3%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+9.4%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+42.5%

Q1 2022

Best reaction

-25.5%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-3.0%-4.7%
Q4 2025+12.0%-18.1%-18.8%
Q3 2025-25.5%-25.0%-23.2%
Q1 2025+21.6%+23.9%+29.9%
Q4 2024-17.0%-22.1%-16.2%
Q3 2024+4.2%+5.0%+21.6%
Q2 2024+8.4%+10.1%+26.2%
Q1 2024-19.4%-27.3%-24.1%
Q4 2023+22.8%+15.5%+13.4%
Q3 2023+23.4%+29.7%+30.5%
Q2 2023+3.4%-0.9%+11.5%
Q1 2023+12.0%+7.3%+19.4%
Q4 2022+24.7%+34.0%+52.8%
Q3 2022-4.6%-4.1%-10.8%
Q2 2022-1.4%-5.9%-11.2%
Q1 2021+27.1%+18.5%+39.4%
Q1 2022+42.5%+29.0%+48.2%
Q4 2021-3.0%+3.9%+24.3%
Q3 2020-7.3%-6.8%-36.8%
Q3 2021+3.3%-4.3%-34.8%
Q2 2020+0.5%-1.8%+27.5%
Q4 2020+0.5%-1.8%+27.5%
Q2 2021-4.4%-3.6%+23.8%
Q1 2020

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