Jeff Hoffmeister

“Q3 was another quarter of strong, consistent execution. Before turning to the results, I'm going to step back and provide some perspectives on our addressable market, as we've not discussed that in a while, and I believe that Agenda Commerce will expand our market.”

“Well, I think one of the things that Archie alluded to, the one point I'd expand on is because Toby is so deep in the technology, he's exceptional at making sure we constantly are questioning how we've built a product.”

“Q2 represented a continuation of what we've seen for several quarters now, broad-based growth across the business. Strength in GMV flowed through all of our financial results.”

“Q1 reflects strength across all dimensions of our business, not just anyone in isolation. Our growth is broad-based across geographies, merchant sizes, and channels.”

“We've kicked off 2026 with such a burst of product releases that it's easy to overlook some of the remarkable product and financial achievements of 2025. This is an incredibly exciting time, and our role in commerce makes us uniquely positioned to seize this opportunity.”