Duoling (DUOL) Tops Q1 EPS by 13c

Duoling (NASDAQ: DUOL) reported Q1 EPS of $0.89, $0.13 better than the analyst estimate of $0.76. Revenue for the quarter came in at $292 million versus the consensus estimate of $288.98 million.

GUIDANCE:

Duoling sees Q2 2026 revenue of $295.5 million, versus the consensus of $294.2 million.

Duoling sees FY2026 revenue of $1.205 billion, versus the consensus of $1.21 billion.

• For bookings, we expect FY 2026 to grow approximately 10.5% year over year and Q2 to grow approximately 5.8%, or 8.6% and 4.1% on a constant currency basis, respectively. Q2 faces a challenging bookings growth comparable, after which we expect bookings growth to accelerate through the remainder of the year.
• We expect FY 2026 revenue to grow approximately 16.1% year over year and Q2 to grow approximately 17.1%, or 14.5% and 15.8% on a constant currency basis, respectively, with growth moderating through the back half of the year.
• We expect gross margin of approximately 71.0% in Q2. We believe gross margin will trend down to approximately 69.0% by Q4, as AI feature use expands in our products.
• For the full year, we expect adjusted EBITDA of $310.0 million, or approximately 25.7% margin. For Q2, we expect an adjusted EBITDA margin of approximately 24.0%. We believe adjusted EBITDA margin will be flat to slightly down in Q3 before rising in Q4.
• 2026 stock based compensation is expected to be nearly 15% of revenue, with absolute expense levels growing through the year. We currently expect fully-diluted share count, driven by equity grants to attract and retain
  

For earnings history and earnings-related data on Duoling (DUOL) click here.

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