Commerce AdoptionCommerce penetration expanded to 52% of GMV, and THNC is launching advanced payments features to improve Commerce adoption.
Strategic FocusThinkific Labs is shifting its focus upmarket towards larger, more-established customers, which may ultimately drive better revenue growth and profitability.
Valuation And Cash FlowThere is limited downside to the share price given Thinkific Labs' depressed EV/sales valuation and its ability to generate positive free cash flow.