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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ryan MacDonald | Needham | 10 questions · 10% challenging |
| Andrew Boone | Citizens JMP Securities | 10 questions · 20% challenging |
| Bryan Smilek | JPMorgan | 10 questions · 0% challenging |
| Justin Patterson | KeyBanc Capital Markets | 9 questions · 11% challenging |
| Nathan Feather | Morgan Stanley | 9 questions · 22% challenging |
| Mark Mahaney | Evercore ISI | 9 questions · 33% challenging |
| Alex Sklar | Raymond James | 8 questions · 0% challenging |
| Shweta Khajuria | Wolfe Research | 8 questions · 0% challenging |
| Wyatt Swanson | D.A. Davidson | 8 questions · 38% challenging |
| Ralph Schackart | William Blair | 7 questions · 29% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 10 questions · 0% challenging |
| Citizens JMP Securities | 1 analyst | 10 questions · 20% challenging |
| Needham | 1 analyst | 10 questions · 10% challenging |
| Wolfe Research | 2 analysts | 9 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 9 questions · 22% challenging |
| Evercore ISI | 1 analyst | 9 questions · 33% challenging |
| KeyBanc Capital Markets | 1 analyst | 9 questions · 11% challenging |
| D.A. Davidson | 1 analyst | 8 questions · 38% challenging |
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Calendar quarter Q2 2026Earnings call Aug 5, 2026
FY2026 Q2 in brief
Duolingo delivered a strong second quarter, with daily active users up 23% year-over-year, an acceleration from Q1, and GAAP revenue rising 18.3% to $298.5 million as the company deliberately prioritized user growth over near-term monetization.
Newest scored quarter is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Duolingo, Inc. (DUOL), FY2026 Q2: 9/10. Scores: Duolingo, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: DUOL daily prices (open, high, low, close) with a 50-day moving average; lines mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $210M | +38.8% | — | — | 71.9% | 6.6% | 6.6% | $81M |
| FY2025 Q1 | $231M | +37.7% | $0.72 | +26.3% | 71.1% | 10.2% | 15.2% | $104M |
| FY2025 Q2 | $252M | +41.5% | $0.91 | +78.4% | 72.4% | 13.2% | 17.8% | $89M |
| FY2025 Q3 | $272M | +41.1% | $5.95 | +1114.3% | 72.5% | 12.9% | 107.5% | $79M |
| FY2025 Q4 | $283M | +35.0% | — | — | 72.8% | 15.4% | 14.8% | $97M |
| FY2026 Q1 | $292M | +26.5% | $0.89 | +23.6% | 73.0% | 15.3% | 14.9% | $151M |
| FY2026 Q2Selected | $298M | +18.3% | $0.66 | -27.5% | 72.6% | 11.4% | 11.1% | $81M |
| FY2026 Q3 | $309M | +13.7% | $0.54 | -90.9% | 72.9% | 7.8% | 8.8% | $78M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +18.3% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Duolingo delivered a strong second quarter, with daily active users up 23% year-over-year, an acceleration from Q1, and GAAP revenue rising 18.3% to $298.5 million as the company deliberately prioritized user growth over near-term monetization. GAAP EPS fell to $0.66 from $0.91 a year earlier as operating margin compressed during a self-described investment year and against a tougher prior-year comparison, even as management raised its full-year adjusted EBITDA margin target to roughly 26.5% (from 25%) on open-weight AI cost savings and lifted its free cash flow outlook to over $375 million. User retention reached an all-time high, and a one-time Streak Revival campaign brought back more than 15 million learners. Management reiterated its 10-12% bookings and 15-18% revenue growth ranges while flagging monetization levers, longer free trials, an ad-supported Super Lite tier, and a possible sunset of the Max tier, as the next steps toward its goal of 100 million daily active users in 2028.
Subscriber Growth | Demand | Cloud & AI | Product Launch | Pricing | Margin | Innovation & R&D | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 6 | 2 | 2 | 4 | 1 | 1 |
| 2025Q1 | 5 | 2 | 1 | 4 | 3 | 4 | 2 | |
| 2025Q2 | 6 | 8 | 1 | 2 | 3 | 2 | 1 | 1 |
| 2025Q3 | 7 | 4 | 1 | 3 | 2 | 2 | 1 | 2 |
| 2025Q4 | 6 | 2 | 3 | 2 | 3 | 1 | 2 | |
| 2026Q1 | 8 | 4 | 5 | 2 | 3 | 2 | 4 | 2 |
| 2026Q2 | 4 | 3 | 1 | 3 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Subscriber Growth | 4 | 5 | 6 | 7 | 6 | 8 | 4 |
| Demand | 3 | 2 | 8 | 4 | 2 | 4 | 3 |
| Cloud & AI | 6 | 1 | 1 | 1 | 3 | 5 | 1 |
| Product Launch | 2 | 4 | 2 | 3 | 2 | 2 | 3 |
| Pricing | 2 | 3 | 3 | 2 | 3 | 3 | 2 |
| Margin | 4 | 4 | 2 | 2 | 1 | 2 | |
| Innovation & R&D | 1 | 2 | 1 | 1 | 4 | 1 | |
| Guidance Reliability | 1 | 1 | 2 | 2 | 2 | 2 |
Mentions of other companies on DUOL's FY2026 Q2 call, and mentions of DUOL on other companies' calls covering the same calendar quarter (Q2 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Internally, of course, we're still using many models from, let's say, OpenAI and Anthropic, and we'll continue doing that.”
Duolingo names Anthropic as a proprietary AI-model supplier it will keep using, while emphasizing a move to weight its model portfolio further toward open-weight models to cut AI costs.
“Internally, of course, we're still using many models from, let's say, OpenAI and Anthropic, and we'll continue doing that.”
Duolingo names OpenAI as a proprietary AI-model supplier it will keep using, but signals a structural shift toward cheaper open-weight models that moderates its proprietary-model consumption over time.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| DUOLDuolingo, Inc. | 9 | +18.3% | Duolingo delivered a strong second quarter, with daily active users up 23% year-over-year, an acceleration from Q1, and GAAP revenue rising 18.3% to $298.5 million as the company deliberately prioritized user growth over near-term monetization | |
| ADBEAdobe Inc. | 9 | +12.7% | Adobe posted record Q2 FY2026 revenue of $6.62 billion, up 11% year over year, and raised its full-year revenue and non-GAAP EPS targets, lifting the non-GAAP EPS range to $24.35 to $24.45 | |
| ADPADP | 7 | +6.8% | ADP closed fiscal 2026 with fourth quarter revenue up 6.77% and GAAP diluted EPS of $2.45, up 9.87%, while adjusted diluted EPS rose 17% on 140 basis points of adjusted EBIT margin expansion | |
| ADSKAutodesk | 10 | +18.4% | Autodesk opened fiscal 2027 with revenue up 18% as reported and 16% in constant currency to $1.934 billion, and both revenue and earnings per share landed above the high end of guidance | |
| CDNSCadence Design Systems | 9 | +24.2% | Cadence delivered revenue of $1.584 billion, up 24.23% year over year, with double-digit growth across every product group and a record backlog of $8.1 billion | |
| CHYMChime Financial, Inc. Class A Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CRMSalesforce, Inc. | 9 | +13.3% | Salesforce delivered record Q1 revenue of $11.13 billion, up 13% year over year, with non-GAAP operating margins expanding 250 basis points to 34.8% as AI coding tools doubled engineering output on flat headcount | |
| DDOGDatadog | 10 | +35.6% | Datadog delivered Q2 FY2026 revenue of $1.12 billion, up 36% year-over-year and above the high end of guidance, with a record sequential add of $115 million and quarter-over-quarter growth of 11%, the fastest since Q2 2022 | |
| FICOFair Isaac | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FIGFigma, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| INTUIntuit | 9 | +10.4% | Intuit delivered Q3 revenue of $8.6 billion, up 10% YoY, beating the high end of guidance across revenue, operating income, and EPS | |
| MSTRMicroStrategy Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| NOWServiceNow | 8 | +24.0% | ServiceNow's second quarter subscription revenue reached $3.877 billion, up 23% in constant currency and 150 basis points above the high end of guidance, with current RPO growing 21.5% and the renewal rate holding at 98% | |
| PAYXPaychex | 7 | +12.5% | Paychex closed fiscal 2026 with total revenue up 12% to $1.6 billion and GAAP diluted EPS up 43% to $1.17, though the headline EPS jump largely reflects lower year-over-year Paycor acquisition costs; adjusted diluted EPS rose a more representative 11% to $1.32 | |
| PTCPTC Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ROPRoper Technologies | 8 | +8.5% | Roper delivered a solid fiscal Q2 with total revenue up 9% to $2.1 billion (organic +5%) and adjusted DEPS of $5.38, above the $5.25 to $5.30 guided range and up 10% year over year; GAAP diluted EPS of $11.48 was inflated by a large mark-to-market gain on Roper's minority stake in Indicor | |
| SHOPShopify | 9 | +33.7% | Shopify delivered an exceptional Q2 2026 with revenue up 34% to $3.6 billion and GMV up 32% to $116 billion, its fifth straight quarter of GMV growth above 30% | |
| SNOWSnowflake Inc. | 10 | +33.5% | Snowflake's Q1 FY27 marked an inflection as product revenue accelerated to $1.334 billion, up 34% year over year and its strongest sequential dollar growth ever, with net revenue retention rising to 126% | |
| SOUNSoundHound AI, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| TEAMAtlassian | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| TYLTyler Technologies | 5 | +8.2% | Tyler grew GAAP revenue 8.22% year over year, led by 21.7% SaaS revenue growth and all-time record SaaS and total bookings, though management said organic revenue growth on a total revenue basis ran about 2 points below the overall rate with roughly $11 million contributed by acquisitions | |
| UUnity Software Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| UBERUber | 8 | +12.2% | Uber delivered another strong quarter, with gross bookings up 22% year-on-year to more than $58 billion (a fourth consecutive quarter above 20%) and GAAP revenue up about 12% to $14.2 billion | |
| WDAYWorkday, Inc. | 9 | +13.5% | Workday delivered its strongest Q1 new ACV growth in five years, with subscription revenue rising 14% to $2.354 billion and 12-month CRPO growing 15.5% to $8.81 billion |
Duolingo delivered a strong second quarter, with daily active users up 23% year-over-year, an acceleration from Q1, and GAAP revenue rising 18.3% to $298.5 million as the company deliberately prioritized user growth over near-term monetization
Adobe posted record Q2 FY2026 revenue of $6.62 billion, up 11% year over year, and raised its full-year revenue and non-GAAP EPS targets, lifting the non-GAAP EPS range to $24.35 to $24.45
ADP closed fiscal 2026 with fourth quarter revenue up 6.77% and GAAP diluted EPS of $2.45, up 9.87%, while adjusted diluted EPS rose 17% on 140 basis points of adjusted EBIT margin expansion
Newest-quarter details for 8 peers (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| DUOL | 10 | 9 | 9 | 9 | 9 | 9 |
| ADBE | 7 | 8 | 8 | 9 | 7 | 9 |
| ADP | 7 | 7 | 6 | 8 | 7 | 7 |
| ADSK | 9 | 9 | 10 | 10 | 10 | 10 |
| CDNS | 10 | 10 | 9 | 7 | 9 | 9 |
| CHYM | No score | No score | 9 | 9 | 10 | Newest quarter — available with Pro |
| CRM | 8 | 8 | 9 | 8 | 9 | 9 |
| DDOG | 8 | 9 | 9 | 8 | 10 | 10 |
| FICO | 8 | 9 | 9 | 9 | 9 | Newest quarter — available with Pro |
| FIG | No score | 9 | 9 | 9 | 9 | Newest quarter — available with Pro |
| INTU | 9 | 9 | 9 | 9 | 9 | 9 |
| MSTR | 4 | 6 | 7 | 5 | 7 | Newest quarter — available with Pro |
| NOW | 10 | 10 | 10 | 9 |
Autodesk opened fiscal 2027 with revenue up 18% as reported and 16% in constant currency to $1.934 billion, and both revenue and earnings per share landed above the high end of guidance
Cadence delivered revenue of $1.584 billion, up 24.23% year over year, with double-digit growth across every product group and a record backlog of $8.1 billion
Newest quarter — available with Pro
Salesforce delivered record Q1 revenue of $11.13 billion, up 13% year over year, with non-GAAP operating margins expanding 250 basis points to 34.8% as AI coding tools doubled engineering output on flat headcount
Datadog delivered Q2 FY2026 revenue of $1.12 billion, up 36% year-over-year and above the high end of guidance, with a record sequential add of $115 million and quarter-over-quarter growth of 11%, the fastest since Q2 2022
Newest quarter — available with Pro
Newest quarter — available with Pro
Intuit delivered Q3 revenue of $8.6 billion, up 10% YoY, beating the high end of guidance across revenue, operating income, and EPS
Newest quarter — available with Pro
ServiceNow's second quarter subscription revenue reached $3.877 billion, up 23% in constant currency and 150 basis points above the high end of guidance, with current RPO growing 21.5% and the renewal rate holding at 98%
Paychex closed fiscal 2026 with total revenue up 12% to $1.6 billion and GAAP diluted EPS up 43% to $1.17, though the headline EPS jump largely reflects lower year-over-year Paycor acquisition costs; adjusted diluted EPS rose a more representative 11% to $1.32
Newest quarter — available with Pro
Roper delivered a solid fiscal Q2 with total revenue up 9% to $2.1 billion (organic +5%) and adjusted DEPS of $5.38, above the $5.25 to $5.30 guided range and up 10% year over year; GAAP diluted EPS of $11.48 was inflated by a large mark-to-market gain on Roper's minority stake in Indicor
Shopify delivered an exceptional Q2 2026 with revenue up 34% to $3.6 billion and GMV up 32% to $116 billion, its fifth straight quarter of GMV growth above 30%
Snowflake's Q1 FY27 marked an inflection as product revenue accelerated to $1.334 billion, up 34% year over year and its strongest sequential dollar growth ever, with net revenue retention rising to 126%
Newest quarter — available with Pro
Newest quarter — available with Pro
Tyler grew GAAP revenue 8.22% year over year, led by 21.7% SaaS revenue growth and all-time record SaaS and total bookings, though management said organic revenue growth on a total revenue basis ran about 2 points below the overall rate with roughly $11 million contributed by acquisitions
Newest quarter — available with Pro
Uber delivered another strong quarter, with gross bookings up 22% year-on-year to more than $58 billion (a fourth consecutive quarter above 20%) and GAAP revenue up about 12% to $14.2 billion
Workday delivered its strongest Q1 new ACV growth in five years, with subscription revenue rising 14% to $2.354 billion and 12-month CRPO growing 15.5% to $8.81 billion
| 7 |
| 8 |
| PAYX | 6 | 6 | 6 | 7 | 6 | 7 |
|---|
| PTC | 6 | 9 | 10 | 9 | 9 | Newest quarter — available with Pro |
|---|
| ROP | 8 | 8 | 6 | 8 | 8 | 8 |
|---|
| SHOP | 8 | 7 | 7 | 9 | 8 | 9 |
|---|
| SNOW | 9 | 9 | 9 | 9 | 9 | 10 |
|---|
| SOUN | 8 | 9 | 9 | 9 | 8 | Newest quarter — available with Pro |
|---|
| TEAM | 7 | 8 | 8 | 8 | 7 | Newest quarter — available with Pro |
|---|
| TYL | 9 | 9 | 9 | 8 | 8 | 5 |
|---|
| U | 3 | 4 | 6 | 7 | 9 | Newest quarter — available with Pro |
|---|
| UBER | 8 | 9 | 7 | 9 | 8 | 8 |
|---|
| WDAY | 9 | 9 | 9 | 9 | 7 | 9 |
|---|