Customer Cohort QualityCohort quality is improving, with customers spending $500+ annually now ~9% of the base (up ~20% vs. 2024) and retention for this cohort is described by management as 'near-perfect'.
Product InnovationThe company is launching 'Ask Airo', its agentic AI offering with a persistent chat interface that can take action on behalf of users.
Revenue GrowthOperating efficiencies are reflected by revenue growing at twice the pace of operating expenses, with AI and offshoring levers remaining in place.