Duolingo(US:DUOL) ZACKS·2026-02-27 21:30Core Insights - Duolingo, Inc. reported a revenue of $282.87 million for the quarter ended December 2025, marking a year-over-year increase of 35% and exceeding the Zacks Consensus Estimate by 2.19% [1] - The earnings per share (EPS) for the same period was $0.94, significantly higher than the $0.31 reported a year ago, with an EPS surprise of 19.24% over the consensus estimate of $0.79 [1] Financial Performance Metrics - Paid subscribers reached 12.2 million, slightly above the estimated 12.12 million [4] - Subscription bookings totaled $296.6 million, marginally exceeding the average estimate of $296.58 million [4] - Daily active users (DAUs) were reported at 52.7 million, surpassing the average estimate of 52.33 million [4] - Monthly active users (MAUs) were 133.1 million, below the average estimate of 137.98 million [4] - Total bookings amounted to $336.8 million, slightly above the estimated $335.84 million [4] Revenue Breakdown - Subscription revenue was $242.29 million, exceeding the four-analyst average estimate of $237.33 million, reflecting a year-over-year increase of 39% [4] - Other revenues, including advertising and in-app purchases, totaled $31.03 million, below the average estimate of $39.91 million, with a year-over-year increase of 14.9% [4] - In-app purchases generated $9.55 million, slightly below the estimated $10.12 million [4] - Advertising revenue was $20.22 million, exceeding the average estimate of $17.55 million, representing a year-over-year increase of 41.5% [4] - Revenue from the Duolingo English Test was $10.28 million, slightly below the estimate of $10.42 million, showing a year-over-year decline of 9.9% [4] Stock Performance - Duolingo's shares have returned -15.8% over the past month, compared to a -0.5% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]