Financial PerformanceRevenue, adjusted EBITDA, and operating cash flow exceeded consensus, supporting a stronger financial foundation and capacity for strategic investment or balance sheet flexibility.
Product Launch DemandPet Tracking device sold out on launch, demonstrating clear consumer demand that could convert into new paid subscribers and additional hardware revenue.
Service Expansion And Customer StickinessPlanned offerings such as elderly monitoring, auto insurance, and child payment services increase user touchpoints and raise switching costs, enhancing long-term monetization potential.