Recurring Revenue Strength (ACV & Retention)Double-digit ACV growth alongside >95% retention indicates a durable subscription revenue base and high customer stickiness. This improves revenue predictability, raises customer lifetime value, and supports reinvestment in product and data/AI capabilities fueling long-term monetization.
Large, Global Customer FootprintScale across 5,000+ teams and 3,800+ professional customers builds market position and competitive moats via breadth of real-world data. Broad adoption strengthens network effects for analytics, aids cross-selling, and makes platform workflows more entrenched over time.
High Gross Margins And Improving Operating ProfitabilitySustained gross margins above 80% show strong unit economics in hardware/software mix. Management EBITDA growth and a 14% operating margin improvement demonstrate operating leverage potential, supporting durable moves toward self-funded growth if top-line trends recover.