Strong Revenue Growth:
Company and investor materials indicate annualized revenue above $200M (later cited above $300M) alongside annualized bookings exceeding $2.5B. These disclosures point to sustained, rapid top-line expansion over the past two years.
Profitability:
The business reported reaching EBITDA break-even by the end of 2024, with later investor updates noting materially higher gross margins. This signals improving unit economics as scale and automation increase.
Investor Backing & Capital Strength:
A $200M Series E in early 2025, which nearly doubled valuation to roughly $2.7B and coincided with the Yokoy acquisition, demonstrates strong access to growth capital. Independent coverage and investor confirmations underscore financing capacity to support expansion and product investment.
