SEC filings · customer concentration · DUOL

Duolingo's major customers

Apple accounted for 62% of Duolingo's revenue in FY 2025, about the same as 61% a year earlier.

3major customers now
95%of revenue from them
0listed suppliers depending on it
2020–2026years covered
Free

Get an email when Duolingo's customer concentration changes

When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Major customers of Duolingo

Customers that Duolingo named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

CustomerShare of revenueChange vs prior yearHistoryLatest filing
AppleAAPL62%from 61%FY 2020: 51%FY 2021: 51%FY 2022: 54%FY 2023: 59%FY 2024: 61%FY 2025: 62%6 yearsFY 2025 · filed 27 Feb 2026
AlphabetGOOGL23%from 23%FY 2020: 27%FY 2021: 29%FY 2022: 28%FY 2023: 26%FY 2024: 23%FY 2025: 23%6 yearsFY 2025 · filed 27 Feb 2026
Stripe10%from 12%FY 2021: 10%FY 2023: 12%FY 2024: 12%FY 2025: 10%4 yearsFY 2025 · filed 27 Feb 2026

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

All companies · Latest dependency shifts · Bulk data and API