Overview
- Net income attributable to shareholders surged 380% year over year to $158 million in Q3.
- Quarterly revenue rose 15.7% to $229.6 million, with annual run-rate revenue up 16% to $919 million.
- Full-year 2025 revenue guidance increased to $896 million to $897 million, and the adjusted EBITDA margin target was lifted to about 41%.
- The company trimmed its full-year diluted EPS outlook to $2.00 to $2.05.
- Management credited momentum in its unified agentic cloud for AI workloads; customers expected to generate over $100,000 in annual revenue grew 26% and their spending climbed 41%.