Financial PerformanceQ3 results were good, with revenue beating Street by ~2% and EBITDA beat nicely.
Growth OpportunitiesRecent partnerships (AppFolio, M3, Buildium, and Workamajig) could collectively accelerate organic revenue growth to +15% y/y.
Product InnovationThe new Payments Accelerator product in 2025 is expected to add 2-5% per year to the Payments segment in the next few years.