Strong Revenue Growth:
Revenue is accelerating, with FY2025 up 19% year over year and Q4 2025 up 22%, followed by Q1 and Q2 2026 growth of 22% and 27%. Guidance for 2026 was raised to $94–$96 million, implying 22%–24% growth.
Strategic Partnerships:
Collaborations with Mount Sinai (April 2026), Memorial Sloan Kettering (June 2026 precision medicine hub), and an expanded AstraZeneca alliance (August 2025) are highlighted as supporting platform adoption and data generation. Several large BioPharma contracts signed into late 2025/early 2026 further reinforce traction.
Customer Loyalty & Retention:
Spending within the installed base is rising, with net dollar retention improving to 115% in 2025 and 117% in the first quarter of 2026. This coincides with rising analysis volumes across 2025–2026.
