Customer Diversification And Large-client SpendingRecord growth in the number of large carrier clients and stronger spending outside the largest customer point to broader adoption and reduced customer concentration risk.
Guidance And Growth OutlookCompany guidance indicates accelerating revenue growth and improving margins, suggesting upside to consensus expectations if execution on higher-margin initiatives holds.
Share Repurchase And Cash FlowA newly authorized $40 million share repurchase program, supported by solid free cash flow and a strong balance sheet, signals management confidence and can provide support to the share price.