Every material Form 8-K Duolingo filed with the SEC in 2026, 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 2026 revenue of $309.0 million, up 14% from a year earlier, and bookings of $316.1 million, up 12%. The company raised its full-year 2026 guidance across all key financial metrics, including bookings of $1.3 billion and revenue of $1.2 billion. Net income fell to $27.2 million from $292.2 million a year earlier, a period that included a $222.7 million one-time tax benefit.
Q3 2026 daily active users reached 64.9 million, up 29% year over year.
Full-year 2026 guidance: bookings of $1,296 million, revenue of $1,221 million, and Adjusted EBITDA of $323 million, up $3 million from prior guidance.
Q3 2026 net income was $27.2 million versus $292.2 million in Q3 2025, which included a $222.7 million tax benefit.
Q3 2026 Adjusted EBITDA was $78.7 million, down from $80.0 million a year earlier; Q4 2026 bookings are guided to $382 million.
On August 10, 2026, Duolingo increased its board from nine to ten directors and appointed Sallie Krawcheck, former Citigroup CFO and Ellevest founder, as a Class I director and Audit Committee member, effective immediately. The filing discloses her director pay, including cash retainers and restricted stock unit awards, but reports no change to financial results or guidance.
Board expanded from nine to ten directors; Krawcheck's term expires at the 2028 annual meeting
Annual cash retainers of $45,000 for Board service and $10,000 for Audit Committee service
Initial RSU award valued at $450,000, plus a prorated $180,000 RSU award and an annual $215,000 RSU award
Press release describes Krawcheck as having led Ellevest to $2.4 billion in assets under management
Duolingo reported second quarter 2026 results, with revenue up 18% to $298.5 million and total bookings up 8% to $289.1 million, while net income fell 26% to $33.2 million. The company raised its full-year 2026 Adjusted EBITDA outlook to approximately $320.0 million, a 26.5% margin, and reaffirmed its full-year revenue growth target of 15-18%. Shareholders get rising sales and a higher profit outlook, offset by lower net income and Adjusted EBITDA in the quarter.
Q2 2026 revenue was $298.5 million, up 18% year over year; total bookings were $289.1 million, up 8%.
Q2 net income was $33.2 million, down 26% from $44.8 million; Adjusted EBITDA was $77.3 million, down 2%.
Full-year 2026 Adjusted EBITDA outlook raised to approximately $320.0 million, or a 26.5% margin; full-year revenue growth target of 15-18% reaffirmed.
Daily active users reached 58.7 million, up 23%; paid subscribers reached 12.7 million, up 17%.
Duolingo reported first-quarter 2026 results for the three months ended March 31, 2026, with revenue up 27% year over year and net income of $43.5 million, compared with $35.1 million a year earlier. The company reiterated its 2026 targets and gave full-year guidance of $1,205 million in revenue and $1,280 million in bookings, which matters to shareholders because it sets the outlook the company expects to meet.
Q1 2026 revenue was $292.0 million, up 27% year over year; total bookings were $308.5 million, up 14%
Q1 2026 net income was $43.5 million, versus $35.1 million in Q1 2025; adjusted EBITDA was $83.4 million, a 28.6% margin
FY 2026 guidance: revenue of $1,205 million (16.1% growth), bookings of $1,280 million (10.5% growth), and adjusted EBITDA of $310 million
Q2 2026 guidance: revenue of $295.5 million and bookings of $283.5 million, with bookings growth of 5.8% year over year
Duolingo reported fourth-quarter 2025 revenue of $282.9 million, up 35% year over year, and full-year 2025 revenue of $1,037.6 million, up 39%. The company also guided to slower 2026 bookings growth of 10% to 12% and an Adjusted EBITDA margin of about 25%, and authorized a share repurchase program of up to $400 million, which management says reflects a deliberate shift toward user growth.
Q4 2025 revenue $282.9 million, up 35%; Q4 net income $42.0 million, versus $13.9 million in Q4 2024
Full-year 2025 net income $414.1 million, including a one-time income-tax benefit of $256.7 million
FY 2026 guidance: bookings $1,274 million to $1,298 million (10% to 12% growth); revenue $1,197 million to $1,221 million; Adjusted EBITDA margin about 25%, versus 29.5% in 2025
Board authorized share repurchases of up to $400 million with no expiration date
Duolingo said Gillian Munson, a board member since 2019 and chair of its Audit, Risk and Compliance Committee, will become chief financial officer effective February 23, 2026, succeeding Matthew Skaruppa, who will move to an advisory role through November 20, 2026. The company also gave preliminary fourth-quarter 2025 metrics, showing DAU growth of approximately 30% year over year and bookings at or slightly above the high end of its guidance range of $329.5 million to $335.5 million.
Gillian Munson becomes CFO effective February 23, 2026, replacing Matthew Skaruppa, who served nearly six years in the role
Munson's base salary is $800,000 and her start-date RSU grant is valued at $14 million, per the filing
Preliminary Q4 2025 DAU growth of approximately 30% year over year
Preliminary Q4 2025 bookings at or slightly above the high end of the $329.5 million to $335.5 million guidance range; the figures remain subject to closing and review procedures
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 →