Strong Revenue Growth:
Revenue is rising at high‑teens rates, with H1 2026 guided to 19% constant‑currency growth and FY 2025 up 24% (20% cc). Management also reiterated high‑teens growth for FY 2026 and at least mid‑teens over the medium term.
Profitability:
Adjusted EBITDA increased 69% to $40.7m (15.6% margin) in FY 2025, with guidance for a further 2–3 percentage‑point margin expansion in 2026. Longer‑term targets call for adjusted EBITDA margins of ~25% by 2028 and ~30% by 2030.
Innovation-Driven Growth:
AI‑related use cases such as “Answer Engine Optimisation” are linked to stronger demand, with Enterprise ARR from >$20k customers up 36% YoY and North America bookings up 27% cc in H1 2026. Rapid content scale growth (to more than 394 million reviews by July 16, 2026) enhances the data flywheel supporting these initiatives.
