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.
8 matches for “Free Trial”; 5 quoted, at least 25 words apart.
Got it. Okay. That's helpful. You noted with the extension of free trials, it helps improve both engagement and monetization. Could you just talk to…
…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…
…That's what historically has happened. We are now shifting most of our free trials, not quite all of them yet, to a one-month free trial.
…thing is that as soon as they agree to go on the free trial, the experience just gets better because we turn off energy, we…
…share more color on just overall retention by cohort? Are these new free trial users that are engaging on a daily basis exhibiting higher engagement…
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…
…good, this type of monetization is good." For example, we mentioned longer free trials. We understand that and we are going hard on those. Ads…
…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…
…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