Henry Schuck

“We continue to operate the business efficiently and are encouraged by early feedback on our GTM1 platform and the consumption of our data and context across new surface areas.”

“We exceeded our guidance coming out of Q1 and are making good progress on our path forward that is centered on building innovative enterprise-grade solutions that drive customer value, driving free cash flow and profitability, and getting back to durable growth.”

“We started 2026 by delivering revenue and adjusted operating income above the high end of our Q1 guidance. Revenue for the first quarter was $310 million, up 1.5% year-over-year, and adjusted operating income margin was 35%, up more than two points year-over-year.”

“We entered the year strong with record quarterly revenue and results that beat the top end of our guidance. In the fourth quarter, we delivered revenue of $319 million, up 3% year-over-year, and adjusted operating income of $123 million, representing a margin of 38%, once again returning to rule of 40 performance.”

“We are executing well and capitalizing on a rapidly growing AI opportunity and go-to-market. In Q3, we continued to improve the business across every metric.”