Strong Revenue Growth:
Reported total net revenue rose from $693.4 million in 2024 to about $1.27 billion in 2025, with Q4 2025 also showing strong year‑over‑year growth. Management guides 2026 revenue to roughly $1.59 billion, indicating continued expansion.
Customer Loyalty & Retention:
Disclosed net revenue retention of approximately 126% and total remaining contract value exceeding $1.1 billion signal expanding multi‑year demand. These metrics indicate existing customers are increasing spend and extending commitments.
Strategic Partnerships:
Multi‑year collaborations with major pharmas and health systems—including a three‑year, $200 million data/modeling agreement with AstraZeneca/Pathos and an expanded Merck collaboration—support growth in data licensing and AI applications. Partnerships with top‑tier sponsors evidence strong demand for the platform.
