- Tracking to a $1.4B gross ARR run rate this quarter (up from $1B in Sept '25)
- Growing customer base ~70% YoY
- Expects ~$125M in free cash flow this year
- Building infra to be IPO-ready by EoY
Valuation went from $13B → $16B → $22.5B → $32B across three rapid-fire rounds in '25