Every material Form 8-K Duolingo filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Duolingo reported third-quarter 2025 results with revenue of $271.7 million, up 41% from a year earlier, and daily active users of 50.5 million, up 36%. The company raised its full-year 2025 bookings guidance slightly at the midpoint and raised its full-year Adjusted EBITDA margin guidance to 29.0% at the midpoint, while net income of $292.2 million included a one-time $222.7 million income-tax benefit.
Q3 2025 revenue was $271.7 million, up 41% year over year; total bookings were $281.9 million, up 33%.
Net income was $292.2 million, including a one-time income-tax benefit of $222.7 million from releasing a valuation allowance.
Adjusted EBITDA was $80.0 million, a 29.5% margin, compared with $47.5 million and 24.7% a year earlier.
Full-year 2025 revenue guidance is $1,027.5 million to $1,031.5 million, and bookings guidance is $1,151 million to $1,157 million.
Duolingo reported second-quarter 2025 revenue of $252.3 million, up 41% from a year earlier, and net income of $44.8 million, up 84%. The company raised the midpoint of its full-year 2025 bookings growth guidance to 32% and its full-year Adjusted EBITDA margin guidance to 28.75%, which signals stronger expected top-line growth and profitability for shareholders.
Q2 2025 revenue was $252.3 million, up 41% year over year; subscription revenue was $210.7 million, up 46%.
Q2 2025 net income was $44.8 million, up 84% from $24.4 million in Q2 2024.
FY 2025 bookings growth guidance midpoint raised to 32% year over year; FY 2025 revenue growth expected at 36% at the midpoint.
FY 2025 Adjusted EBITDA margin guidance midpoint raised to 28.75%, about 80 basis points above the prior quarter's midpoint.
Duolingo reported first-quarter 2025 revenue of $230.7 million, up 38% from a year earlier, and net income of $35.1 million, up from $27.0 million. The company raised its full-year 2025 bookings growth guidance to about 29% and its Adjusted EBITDA margin guidance midpoint to 28%, which signals stronger expected growth and profitability for shareholders.
Q1 total bookings were $271.6 million, up 38%; paid subscribers reached 10.3 million, up 40%.
Q1 gross margin fell to 71.1% from 73.0%, mainly due to higher generative AI costs tied to Duolingo Max.
Full-year 2025 revenue guidance is $987 million to $996 million, and full-year Adjusted EBITDA margin guidance midpoint is 28%.
Duolingo reported fourth-quarter and full-year 2024 results, with Q4 revenue of $209.6 million, up 39% year over year, and full-year revenue of $748.0 million, up 41%. Net income rose to $88.6 million for 2024 from $16.1 million in 2023, and the company issued initial guidance for 2025 revenue of $962.5 million to $978.5 million.
Q4 2024 revenue was $209.6 million, up 39% year over year; Q4 net income was $13.9 million, compared with $12.1 million a year earlier.
FY 2024 revenue was $748.0 million, up 41%; FY 2024 net income was $88.6 million, compared with $16.1 million in 2023.
Q4 2024 daily active users reached 40.5 million, up 51% year over year, and paid subscribers totaled 9.5 million, up 43%.
2025 guidance: bookings of $1,082 million to $1,098 million, revenue of $962.5 million to $978.5 million, and Adjusted EBITDA of $259.9 million to $274.0 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Duolingo filing is on SEC EDGAR ↗. 8-K briefs of other companies →