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WiseLayer acquisition 14
AI capabilities and customer demand 11
FX headwind and guidance 11
Platform adoption and existing customers 10
Pipeline and deal slippage 8
RPO and agentic revenue tailwind 8
Management tone
Positive
Net tone +30 · moderate hedging
Grounding quotes
“our pipeline has never been more robust”
“I think we feel really good and confident about the top of the funnel”
“I think it gives us, you know, quiet confidence as we head into the back half of the year”
“we're very pleased with the acquisition so far not satisfied with what we think we can still do but overall positive”
Forward guidance
8 guided metrics
Management's latest ranges and targets are included below.
Research coverage
2 live sources
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Research materials
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