Overview
- Revenue reached $901 million in 2025, up 15% year over year, following the Feb. 24 results release.
- Management projects revenue growth of 21% in 2026 and 30% in 2027.
- AI-specific annual run-rate rose 150% to $120 million, outpacing overall ARR growth of 18% to $970 million.
- ARR tied to AI inference services jumped 254% in the quarter, signaling accelerating product adoption.
- Analysts cut 2026–2027 earnings estimates in response to planned infrastructure spending, though forecasts still point to longer-term earnings expansion.