Core Insights - Duolingo (DUOL) is a consumer subscription business that successfully meets the Rule of 40, combining growth and profitability [1] - The company boasts hundreds of millions of users and maintains an adjusted EBITDA margin of approximately 30%, with a year-over-year growth rate of 40% [1] Company Performance - Duolingo's user base is in the hundreds of millions, indicating strong market penetration and consumer interest [1] - The adjusted EBITDA margin of around 30% reflects the company's operational efficiency and profitability [1] - The year-over-year growth rate of 40% highlights Duolingo's robust expansion and potential for future growth [1]