Rick Cohen

“Good afternoon, and thank you for joining us to review our most recent results and business updates. We delivered strong third quarter results highlighted by continued revenue growth and expanding margins leading to continued gap profitability and adjusted EBITDA that more than doubled year over year.”

“In the second quarter, we continued to demonstrate strong execution against our objectives. We posted higher revenue growth and forecasts with expanding margins, both on a sequential and year-over-year basis.”

“We're off to a great start this year as our operational execution, product innovation, and financial discipline are translating into improved results. Notably, in the first quarter, we grew revenue by 29% and significantly expanded margins year-over-year, paving the way for our transition to gap profitability.”

“We made strong progress in fiscal year 2025, finishing the year with good momentum. For the full year, we increased revenue by 26% year over year, while delivering significant margin expansion and free cash flow generation.”

“In the second quarter, we delivered strong results, both financially and operationally. Our revenue grew by 40% year-over-year, and our gross margins expanded significantly, reflecting our focus on project execution while controlling costs and delivering high-quality deployments.”