Industry ExposureOperating in Software - Infrastructure exposes the company to durable secular demand for cloud, security, and infrastructure software. Structural industry tailwinds support long-term addressable market growth and potential for durable revenue recovery if execution and product-market fit improve.
Reduced Cash Burn In 2025Improved free cash flow in 2025 versus 2024 indicates management has begun to slow cash consumption, a durable operational improvement. If sustained, lower burn lengthens runway, reduces need for dilutive financing, and increases ability to invest in product fixes or go-to-market to restore growth.
Prior Profitability EvidenceHistorical profitability and prior positive gross profit suggest the business model can be viable under different cost or revenue mixes. This track record implies fixes in pricing, cost structure, or product-market fit could restore margins over a multi-quarter horizon, not purely speculative.