Strong Revenue Growth:
Bookings are reported to have grown 103% year over year in 2025, exiting at a roughly $1.1B annualized run rate, indicating rapid top-line momentum. Additional signals such as sustained wholesale growth reinforce that commercial scale is accelerating.
Healthy Cash Flow:
Operations are described as cash-flow positive in 2025 while growth accelerated, suggesting improving financial sustainability alongside expansion. This combination points to scaling that is not purely subsidized by burn.
Investor Backing & Capital Strength:
A $575M Series G at a $10.1B valuation underscores substantial access to capital and confidence from prominent investors. This financing is framed as enabling continued international expansion and hiring.
