Kneat Releases 2025 Annual Shareholder Letter Highlighting Resilience, Opportunities Presented by Artificial Intelligence

Core Viewpoint - Kneat.com, inc. demonstrated strong growth and resilience in 2025 despite macroeconomic challenges, highlighting its essential role in the life sciences sector and the opportunities for future expansion [2][8]. Financial Performance - Software revenue increased by 33% in 2025, with the company achieving over $74 million in Annual Recurring Revenue (ARR) [2]. - The Net Revenue Retention (NRR) rate was 115% in 2025, although it decreased from 2024 due to deferred expansion deals and churn related to non-strategic customers [2]. Market Position and Customer Base - Kneat gained a record number of new customers in 2025, reinforcing its position as a trusted standard in the life sciences industry [7]. - The company serves some of the largest life sciences manufacturers, including 8 of the top 10 pharmaceutical manufacturers, establishing significant barriers to entry for competitors [3][4]. Product Differentiation and Innovation - Kneat's platform is designed for rigorous validation in regulated environments, ensuring data integrity and compliance, which is difficult for competitors to replicate [4]. - The introduction of AI capabilities in 2025, such as content review and natural-language process analysis, enhances the platform's functionality while maintaining compliance standards [5]. Customer Satisfaction and Recognition - Kneat achieved a G2 Satisfaction Score of 98/100, the highest in the Pharma and Biotech category, and maintained a Net Promoter Score above 70, indicating strong customer advocacy [6]. - The company received a Gold Stevie® Award for excellence in global tech support, further solidifying its reputation in the industry [6]. Future Outlook - The company is confident in its scalable business model and market opportunities, focusing on disciplined investment and improving operating efficiency to achieve cash-flow breakeven [8].