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.
UpdatedMarkets
14 words · 6 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| China / Chinese | Yes | 8 | 9 | ✓ | 89%transcripts from the transcript model | – |
| Music | Yes | 6 | 8 | ✓ | 77%transcripts from the transcript model | – |
| Free Trial | Yes | 6 | 8 | ✓ | 68%transcripts from the transcript model | – |
| 100 Million | Yes | 4 | 4 | ✓ | 52%transcripts from the transcript model | – |
| Chess | Yes | 3 | 3 | ✓ | 88%transcripts from the transcript model | – |
| Asia | Yes | 1 | 1 | ✓ | 76%transcripts from the transcript model | – |
| Tutor | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| ChatGPT | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – | |
| Luckin Coffee | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Speaking Adventure | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Spotify | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Flashcard | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| McDonald's | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
4 matches for “100 Million”; 4 quoted, at least 25 words apart.
…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…
…said many times, if we can get to a company that is 100 million daily active users, that's just a much bigger business, and that's…
…et cetera. We have this aggressive goal to try to get to 100 million daily active users. We feel good about that goal. We think…
…shift like that. We're going to continue really trying to get to 100 million DAUs in 2028. You'll see probably increased monetization focus gradually over…
Where the listed words were said
…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…
…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…
…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…
…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…
…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