if we open up the platform and sign on 100,000 customers in the next year, first-year revenue from them - or ad spend, advertising spend would be roughly $7 billion.

ir_statement / Sep 16, 2026 / receipt

So we'll be spending more costs. And so we might see some increase in sales and marketing costs associated with the general audience launch and just this ongoing building of our overall brand awarenes

ir_statement / Sep 16, 2026 / receipt

So we’ll be spending more. You might see some temporary increase in sales and marketing costs associated with that.

ir_statement / Sep 16, 2026 / receipt

our focus won’t change in terms of hiring very, very smart people and then enabling them to drive more A/B tests powered by large language models helping with a lot of the coding.

ir_statement / Sep 16, 2026 / receipt

We still need to hire more research scientists

ir_statement / Sep 16, 2026 / receipt

It’ll likely go up as we do partnership deals and target mid-market.

ir_statement / Sep 16, 2026 / receipt

we don’t expect any departure from the higher-level guidance that we’ve given to analysts and investors in the past - that of the incremental dollar in revenue, we’re spending about 10 cents on comput

ir_statement / Sep 16, 2026 / receipt

We have a model uplift that releases a more complex model, creates revenue reacceleration.

ir_statement / Sep 16, 2026 / receipt

Adjusted EBITDA was $1.61 billion, up 58% year-over-year, with margins expanding approximately 300 basis points from the same period last year.

ir_statement / Sep 16, 2026 / receipt

And that higher compute run rate is reflected in our outlook.

ir_statement / Sep 16, 2026 / receipt

The primary driver of the sequential increase in cost was higher compute associated with training our existing models and with new model development.

ir_statement / Sep 16, 2026 / receipt

Office Manager | {"ats": "greenhouse", "city": null, "state": null, "job_id": "4713037006", "remote": false, "category": "other", "function": "other", "location": "Singapore", "job_title": "Office Man

company_statement / Sep 14, 2026 / receipt