Financial Data and Key Metrics Changes - The company reported Q2 2025 revenue of $111.8 million, representing a year-over-year growth of 12% [5][28] - Non-GAAP operating margin expanded by almost 400 basis points to 9.2% [5][27] - Non-GAAP free cash flow for the quarter was $5.2 million, an increase of 110% year-over-year [27][28] - Remaining performance obligations (RPO) totaled $347 million, up 18% year-over-year [29] Business Line Data and Key Metrics Changes - Subscription revenue was $111.1 million, reflecting a 13% year-over-year increase [28] - The number of customers contributing more than $50,000 in annual recurring revenue (ARR) grew by 18% year-over-year [28] - The average contract value (ACV) for Q2 was $15,321, up 14% year-over-year [28] Market Data and Key Metrics Changes - The company secured strategic wins with global brands such as Honda, Cigna, and the U.S. Department of Transportation, indicating strong market presence [6][38] - The company earned 164 Leader Badges in G2's reports, showcasing its competitive positioning in the market [6] Company Strategy and Development Direction - The acquisition of Newswhip is seen as a pivotal milestone to enhance AI-powered predictive media intelligence capabilities [8][9] - The company aims to deepen customer engagement through use case expansion and premium modules [21][23] - The strategy focuses on winning enterprise customers, improving customer health and adoption, and expanding partnerships [13][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the core business performance and noted strong retention and renewal rates [38][71] - The company anticipates some near-term pressure on rep productivity due to the integration of Newswhip [33] - Management highlighted the importance of social media as a channel for product discovery, especially among Gen Z consumers [25][102] Other Important Information - The company launched several product innovations, including enhancements in influencer marketing and customer care [14][16] - The company is expanding partnerships with key networks to enhance its capabilities [21] Q&A Session Summary Question: How would you characterize the core business today? - Management noted strong performance and progress, with significant wins and growth in the enterprise customer segment [38] Question: What is the impact of Newswhip on guidance? - Management projected Newswhip to contribute approximately $2.5 million over the final five months of the year, taking a cautious approach to guidance [41] Question: What is the timeline for integrating Newswhip? - Management indicated that integration efforts are underway, with positive initial feedback from customers [48] Question: How are rising advertising costs affecting customer strategies? - Management noted that customers are increasingly looking to social media for discovery due to disruptions in traditional search [60] Question: What are the trends in the international market? - Management acknowledged that while international business is smaller, there is strong potential for growth and pipeline development [85]

Investor Presentation 2Q FY25 1 Disclaimers Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify forward-looking statements by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "explore," "future," "intend," "long-term operating model," "medium to long-term goals," ...

Q1 FY2025 Performance Highlights - The company has approximately 30,000 customers across over 100 countries[7] - ACV growth was 16% year-over-year[7] - Revenue growth reached 13% year-over-year[7] - Subscription revenue accounted for 99% of total revenue[7] - The Non-GAAP FCF Margin was 18%[10] Q1 FY2025 Financial Overview (vs Q1 FY2024) - Total revenue was $109.3 million, compared to $96.8 million[10] - Customers contributing >=$10k in ARR increased from 8,823 to 9,381[10] - Customers contributing >=$50k in ARR increased from 1,449 to 1,766[10] - Average Contract Value (ACV) grew from $12,892 to $14,961[10] - Remaining Performance Obligation (RPO) increased from $290.0 million to $360.2 million[10] - Current Remaining Performance Obligation (cRPO) increased from $210.6 million to $255.8 million[10] - Non-GAAP Operating Margin increased from 6% to 11%[10] Q2 and FY2025 Guidance - Q2 FY2025 total revenue is projected to be between $110.4 million and $111.2 million[35] - FY2025 total revenue is projected to be between $448.9 million and $453.9 million[35] - FY2025 Non-GAAP Operating Income is expected to be between $40.7 million and $45.7 million[35] Long Term Operating Model - The company aims to achieve >$1 billion in revenue in the medium to longer term[48] - The company aims to achieve >80% Non-GAAP Gross Margin in the medium to longer term[48] - The company aims to achieve >20% Non-GAAP Operating Margin in the medium to longer term[48] - The company aims to achieve 20-22% Non-GAAP FCF Margin in the medium to longer term[48]