Overview
- Q4 2025 topped estimates with $394.6–$395 million in revenue, adjusted EPS of $0.28 versus $0.24 consensus, adjusted EBITDA of $95.1 million, and positive GAAP net income of $6.5 million.
- Full-year 2025 revenue reached about $1.305 billion as the net loss narrowed 54.8% to $31.5 million compared with 2024.
- 2026 guidance rose to $1.749–$1.762 billion in revenue with adjusted EBITDA of $389.9–$392.1 million, and management expects positive GAAP net income in 2026.
- AI roadmap advanced with the enterprise marketing agent Athena targeted for general availability by the end of Q1 alongside an OpenAI partnership and the SuperGraph dataset covering roughly 245 million U.S. adults and 1 trillion signals.
- Customer traction strengthened with net revenue retention at 120%, 602 scaled customers, and nine of the top 10 verticals growing over 20% including travel up 105% and advertising up 70%.