Both R&D and G&A expenses were in line with our expectations, while sales and marketing expenses came in lower than expected. This was primarily due to slower hiring of our new sales personnel and the shifting of marketing campaigns into the second quarter. We also plan to participate in additional marketing conferences that take place in Q2, which are important to demand generation. So we anticipate sales and marketing to increase in Q2 by approximately $2 million over Q1.

May 7, 2025 / receipt, needs a key / Mark Soudan, CFO | earnings call 2025-05-07 | transcript aac7a5c1-7855-4c09-bcf9-b9c47667ab1c | chars 15126-15604 | segment 15

4x contracted throughput vs. the prior provider

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Deliver B2 growth above 30%

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B2 Revenue growth 40%+ in FY27

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Higher utilization and managed storage drive margin expansion

ir_statement / Sep 15, 2026 / receipt

Targeted S&M investment; disciplined R&D and G&A

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FY revenue guidance raised by $10M+

ir_statement / Sep 15, 2026 / receipt

+57% y/y customer count growth

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+67% y/y ARR from $50K+ ARR customers

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3 of 4 were AI-related

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FY 2026 Raised $172.0 to $174.0

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All with efficient economics that make AI sustainable at scale.

ir_statement / Sep 15, 2026 / receipt

Faster-than-expected growth drove expansion

ir_statement / Sep 15, 2026 / receipt