"By nearly every metric, Duolingo had a strong third quarter, which ended on September 30, 2025. Here are the key metrics the company reported for its Q3: Daily Active Users: 50.5 million (up 36% year over year) Monthly Active Users: 135.3 million (up 20% YOY) Paid Subscribers: 11.5 million (up 34% YOY) Revenue: $271.7 million (up 41% YOY) Adjusted earnings per share (EPS): $5.95 Total Bookings: $281.9 million (up 33% YOY)"
"The Duolingo metric that investors pay heavy attention to is what the company calls "total bookings." Total bookings is the catch-all term that Duolingo uses to encapsulate all of its revenue streams. It includes not just current revenues, but future revenues that the company has commitments for. This mainly includes subscription revenue. A customer may sign up for an annual subscription, but may only be billed for it in increments, which means Duolingo doesn't have that revenue in its bank account yet."
Duolingo posted robust Q3 results with 50.5 million daily active users (up 36% YOY), 135.3 million monthly active users (up 20% YOY), 11.5 million paid subscribers (up 34% YOY), $271.7 million in revenue (up 41% YOY), adjusted EPS of $5.95, and total bookings of $281.9 million (up 33% YOY). Total bookings encompass current revenue plus committed future revenue, primarily subscription commitments billed over time. Subscription revenue is recognized ratably over subscription lifetimes, so bookings indicate future cash flow trends. A bookings forecast below investor expectations triggered a roughly 25% premarket decline in the stock.
Read at Fast Company
Unable to calculate read time
Collection
[
|
...
]