users growing 36% YoY
revenue growing 41% YoY
2026 expected revenue is $1.3B and net income is $250M
market cap is 6.6B
trading at 5x price to sales, 25x price to earnings
rule of 40 score is 70
everyone thinks cuz of AI no one’s gonna learn languages cuz people can translate realtime
the CEO said realtime translation has been around for years and yet their user growth is high and they’re willing to pay for AI companions to practice conversations
this thing is so underpriced it’s gonna moon
