Strong Revenue Growth:
Recent results indicate total revenue increased year over year in 2025 and continued to rise in the latest reported quarter. Guidance and quarterly updates point to ongoing top-line expansion even as mix shifts occur.
Resilient & Sustainable Growth:
Underlying annual contract value expanded and accelerated in 2026, with management indicating continued growth despite the transition to hosted licensing. This suggests the core subscription base is strengthening even when reported revenue timing varies.
Diversified Revenue Streams:
Growth is visible in both the software business and the milestone-driven drug discovery segment. The latter stepped up meaningfully in recent periods, complementing steady software momentum.
