We had our biggest deal ever, biggest land ever, a large nutrition company that was a 10-year customer of one of our competitors that is moving over to us

Jul 28, 2026 / receipt

we're going to be rolling out AI agent Studio for EX, which allows our customers to build their own agentic capabilities directly in our platform.

Jul 28, 2026 / receipt

We entered 2026 with clear goals, expanding our EX business, monetizing AI at scale, and profitably growing our CX business.

Jul 28, 2026 / receipt

We think that the market will support that based on what we've seen in early access with some customers seeing up to 80% deflection rates based on their use of AI agents. What's coming in a couple of weeks are agents that are focused on very specific verticals like FinTech, like travel, logistics, e-commerce. that take action on behalf of the end customer, and we know that those interactions are quite valuable. We're not quite to the point to move to full resolution-based pricing, and frankly, neither are our customers. So the session-based pricing makes a lot of sense for where we are now. We're always open to evolving that as our customers ask us to and as customer demand warrants, but you will see a meaningful price change with the launch of those products, which will allow us to monetize it quite well.

Nov 5, 2025 / receipt, needs a key / Dennis, CEO | earnings call 2025-11-05 | transcript a9730899-00ff-4d1a-8666-78e6b306a99a | chars 32119-32936 | segment 32

Our non-GAAP operating income for Q2 came in at $44.8 million, representing a non-GAAP operating margin of 22%, which was ahead of prior expectations. This reflects strong revenue-outperformance and disciplined expense management, including lower than anticipated personnel-related costs, some of which will be shifted into future quarters.

Jul 29, 2025 / receipt, needs a key / Tyler Sloat, CFO | earnings call 2025-07-29 | transcript e5bc3799-d37a-4c78-902b-e15b767bb367 | chars 18569-18909 | segment 18

Amex Business Travel upgraded to D42.

Apr 29, 2025 / receipt, needs a key / Dennis, CEO | earnings call 2025-04-29 | transcript a7ad3660-66d1-46a7-8664-76525fac120a | chars 44317-44354 | segment 45

ESM has been a big growth driver for us over the last year.

ir_statement / Sep 14, 2026 / receipt

We have not seen seat erosion. Seat growth for us continues to be a meaningful driver of our business.

ir_statement / Sep 14, 2026 / receipt

We saw strong seat expansion as well.

ir_statement / Sep 14, 2026 / receipt

And then really to run that CX business to drive profitability, drive cash that we're reinvesting back in EX.

ir_statement / Sep 14, 2026 / receipt

We're going to be rolling out AI Agent Studio for EX, which allows our customers to build their own agentic capabilities directly in our platform.

ir_statement / Sep 14, 2026 / receipt

All of those things contributed to the decision to actually do the restructuring, and it sets us up well for the rest of the year.

ir_statement / Sep 14, 2026 / receipt

It allows us to continue to invest in growth initiatives around that EX business and then continue to run the CX business for profitability and to be super-efficient.

ir_statement / Sep 14, 2026 / receipt

we've been investing in automation and AI to streamline the way we do business to move faster.

ir_statement / Sep 14, 2026 / receipt

we've over the last year, year-and-a-half invested a lot in changing the way we build product to embed AI into the development process, which has resulted in much shorter cycle times.

ir_statement / Sep 14, 2026 / receipt

most of our larger deals now are coming in with an AI component and AI is core to the pitch, the discussion on roadmap, all that matters for the customers that are coming over.

ir_statement / Sep 14, 2026 / receipt

we're no longer chasing micro deals, smaller deals in the lower end of that market, which in the past we had. That's why you're seeing more efficiency be the focus there.

ir_statement / Sep 14, 2026 / receipt

we raised our non GAAP operating profit by something like $26 million.

ir_statement / Sep 14, 2026 / receipt