Duolingo (DUOL): FY26 Q2 earnings call, Aug 5, 2026

On its Aug 5, 2026 earnings call (FY26 Q2), Duolingo said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated

Markets

14 words · 6 settled yes · our count agreed on 14 of 14

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
China / Chinese Yes89✓89%transcripts from the transcript model–
Music Yes68✓77%transcripts from the transcript model–
Free Trial Yes68✓68%transcripts from the transcript model–
100 Million Yes44✓52%transcripts from the transcript model–
Chess Yes33✓88%transcripts from the transcript model–
Asia Yes11✓76%transcripts from the transcript model–
Tutor No00✓62%transcripts from the transcript model–
ChatGPT No00✓47%transcripts from the transcript model–
LinkedIn No00✓46%transcripts from the transcript model–
Luckin Coffee No00✓42%transcripts from the transcript model–
Speaking Adventure No00✓42%transcripts from the transcript model–
Spotify No00✓42%transcripts from the transcript model–
Flashcard No00✓33%transcripts from the transcript model–
McDonald's No00✓33%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Luis von Ahncompany“China / Chinese” · qa

…creators. That's working quite well, actually, specifically in certain countries. Countries like China, Indonesia, and India. Something like 2/3 of our total social media impressions…

Luis von Ahncompany“Music” · prepared

…a product that keeps getting better at teaching languages, Chess, Math, and Music, and they're staying. We're still early in executing our strategy of prioritizing…

Luis von Ahncompany“Free Trial” · qa

…growth. One of the things that has worked the best is longer free trials, and in particular, the main one that we're trying is historically…

Gillian Munsoncompany“100 Million” · prepared

…executing well in an important investment year. We remain focused on reaching 100 million DAUs in 2028, and we believe the path there can create…

Luis von Ahncompany“Chess” · qa

…excited about both of those. I should say, certainly when compared to Chess, even though they do have single-digit millions of DAUs, they're much smaller…

Luis von Ahncompany“Asia” · qa

…broad-based. Basically, all regions are growing, and all regions are growing faster than they were before. Asia is still the fastest-growing, but U.S. has increased.

Agents: this page as TSV at /api/v1/appearances/duolingo:2026-08-05:earnings_call · words: /api/v1/brief?appearance=duolingo:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP