Duolingo shares (DUOL) jumped 26% on Wednesday after the popular learning app operator reported a sharp rise in users. Daily active users climbed 29% to 64.9 million in the third quarter, faster than the 23% growth in the second quarter and 21% in the first. Paid subscriber growth was slower at 14%, while revenue rose 14% to $309 million and operating cash flow increased 6% to $89.4 million. CEO Luis von Ahn said the company is prioritizing teaching quality and user growth, and Duolingo raised its full-year forecast, now expecting 2026 revenue to rise 18% to $1.2 billion. The article says the upbeat guidance eased investor concerns about AI-driven threats.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
earningsartificial intelligencesoftware
Open a keyword to see other news on the same topic.
Related news
- Figma sinks after earnings beat as company prioritizes long-term growth with AI changes
Figma shares fell 7% in extended trading after third-quarter results beat LSEG consensus: adjusted EPS of 10 cents vs 5 cents expected, and revenue of $391.4 million vs $375.8 million expected. Revenue grew about 43% year over year, and net loss narrowed to $81.3 million (15 cents per share) from $1.10 billion ($2.72 per share) a year earlier. Management raised full-year guidance, now seeing an 11% operating margin (up from 9%) and $1.497–$1.499 billion in revenue, while fourth-quarter growth is expected to slow to about 33%, above the 28% analysts had forecast. Figma is giving clients more AI credits while keeping prices, and its finance chief says this trades near-term revenue for durable long-term growth. Weekly users at organizations spending over $10,000 who used AI credits rose almost 50%, and shares are down about 41% so far in 2026 while the S&P 500 is up 12%.
- monday.com to Report Q3 Earnings: What's in Store for the Stock?
monday.com is scheduled to report third-quarter 2026 results on November 9, 2026. It guides revenue of $368–370 million (up 16–17%), while Zacks consensus is $368.34 million in revenue and $1.43 in EPS (down 23.28% year over year), and the company has beaten EPS estimates in each of the last four quarters. The article attributes expected results to an AI-led transition, with AI product ARR doubling sequentially in the second quarter and total ARR topping $1.5 billion in July. Customers with ARR above $100,000 rose 37% to 2,019 in the second quarter, and current remaining performance obligations reached $750 million, up 27%. Headwinds include a stronger shekel, which may cut operating margin by 100–200 basis points, and non-GAAP gross margin that dipped to 89% in the second quarter.
- Blackbaud’s AI fundraising agent sees gifts jump 70% as adoption grows
Blackbaud (NASDAQ: BLKB) said gifts attributed to its AI fundraising tool, the Development Agent, rose 70% from September to October, while the number of donors assigned to it grew fivefold from the second quarter to the third. The average attributed gift increased 44% over the same period. CEO Mike Gianoni did not disclose how many customers use the agent or the dollar value of donations, and said a website figure of more than $300,000 over six months reflects an earlier stage of the program. Blackbaud is not providing 2027 revenue guidance for its AI products, although third-quarter revenue rose 4.1% to $292.64 million, above the consensus of $292.59 million.
- Microsoft, Nvidia launch AI support scheme in UK and Ireland
Microsoft and Nvidia have launched Frontier Launchpad, a support programme for AI-focused software companies in the UK and Ireland, with applications open until 27 November. Building on last year's Agentic Launchpad, it offers technical support from Microsoft and Nvidia experts, commercial advice, and help preparing products for the Microsoft Marketplace, across two pathways: AI platforms and software, and financial services and fintech. Eligible firms must be based in the UK or Ireland, have products already available to customers, and be investing in or using AI, and the inaugural cohort starts in early 2027. The article also cites Microsoft's quarter ended 30 September 2026, in which net income rose 32% to $36.6bn and revenue reached $92.3bn, up 19%.
- Securities firm issues surprising outlook for FPT
VCBS issues a cautious “Hard to compete” view on FPT, as generative AI is changing competitive advantages in the software outsourcing sector, even though Q3 2026 net revenue rose 12% to VND 13,754 billion and profit attributable to parent shareholders rose 11.8% to VND 2,723 billion. Q3 foreign technology revenue grew only 8.2% to VND 9,636 billion, with Japan up 8% to VND 4,270 billion, while nine-month new contract value rose 23% to VND 36,137 billion but converting contracts into revenue has slowed. In telecoms, nine-month revenue rose 17% to VND 16,699 billion, but cost of sales climbed 29%, narrowing gross margin by about 7 percentage points. Education revenue fell 5% in Q3, and VCBS forecasts a 5% drop to VND 5,825 billion in 2026 and another 5% decline to VND 5,534 billion in 2027.
- Palantir Growth Slows From Breakneck Pace
Palantir shares fell after the company issued guidance that disappointed, though its full-year and next-quarter outlook was above consensus. Growth is slowing both sequentially and year over year, and the stock is roughly flat for the year. The company is finding growth in U.S. commercial customers, with a more even mix between commercial and public-sector revenue. Bloomberg Intelligence says frontier AI labs may be taking market share, as Palantir now faces competition from a broader group of AI labs.
Related markets
Latest news
- The US Shifts After the Election: Ukraine Gains Hope, Iran Stands at a Crossroads
Democrats won control of both the House and Senate in the midterm elections, which could shift US policy on Iran, Israel and Ukraine. Two sources told Reuters the risk of a new full-scale US attack on Iran after the vote has fallen, though a heavy Republican defeat could make Tehran more confident. On Ukraine, Democrats could propose new aid that might override Trump's veto with a two-thirds majority, though this would be slow to pass. Oil prices fell for three straight days, but low inventories are seen limiting further declines. Analysts also say the election could give some Asian countries reason to delay investment pledges made to avoid tariffs.
- Dow Jones Futures Rise, But Techs Tumble; Apple, Microsoft, Amazon Flash Buy Signals In Postelection Rally
Stocks surged after the elections and a sharp drop in oil prices. Shares across many sectors show buy signals, but the article also points to one area to avoid.
- Why Accel Entertainment Was a Huge Winner on Wednesday
Accel Entertainment (ACEL) shares rose 13.15% on Wednesday after third-quarter results beat analyst estimates. Revenue grew 10% year over year to almost $364 million, and adjusted (non-GAAP) net income rose 12% to more than $18 million, or $0.22 per share, above forecasts of under $357 million and $0.17 per share. Growth came mainly from more gaming machines, which rose 7% to 29,548 across 4,705 locations (up 6%), with strong performance in Georgia, Nebraska and Illinois. The author views the company's business model as straightforward and reliably profitable, with positive cash flow.
- ACB Fund Offers ACBC Smart Bond Fund Certificates to the Public, Minimum Investment 1 Million VND
ACB Fund Management Company Ltd. (ACBC) announced a public offering (IPO) of certificates for the ACBC Smart Bond Fund (ACBC-SFUND), under registration certificate No. 657/GCN-UBCK. The offering runs from November 6, 2026 to January 15, 2027, with a minimum of 5 million certificates to be sold at a par value and offering price of 10,000 VND each. Investors can buy at least 100 certificates, equal to 1 million VND. The offering may close early if it simultaneously reaches at least 50 billion VND in registered value, at least 100 investors (excluding professional securities investors), and an investor registration period of at least 20 days; ACBC will announce the closing date at least 3 working days in advance. The certificates are distributed through ACBC and Fincorp JSC.
- 6-month currency swap: Supporting liquidity, easing interest rate pressure
Mr. Nguyễn Thế Minh, Director of Investment Banking at ABS Securities, views the State Bank of Vietnam's 6-month foreign currency–VND swap operation as a suitable measure to support VND funding for credit institutions as interbank rates have trended upward. Exchange rate pressure has eased significantly compared with last year, creating favorable conditions for the operation. The relatively favorable swap cost could help banks balance liquidity and ease short-term interest rate pressure, while household deposits have recently risen. However, the maximum size of USD 2 billion and the 6-month tenor mainly address temporary liquidity needs and do not solve long-term funding issues.
- Is the AI Bubble Popping?
The Motley Fool podcast discusses fears of an AI bubble and whether AI investments will deliver real returns. Meta's AI agent app Muse reached 10 million downloads and 2.5 million active users but is still barely monetized, while infrastructure and operating costs are high. Speakers say it may take until 2030 or even 2035 to know whether this spending pays off. The episode also covers SpaceX's spending ambitions, weak consumer spending and Netflix's growth challenges, and notes the Nasdaq was heading for a drop of over 5% in two weeks.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.