Image source: The Motley Fool. Tuesday, May 26, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — William Gordon Stone Chief Financial Officer — Stephen A. Lasher SVP, Capital Markets and Strategy — Brian Bartholomew Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total net revenue -- $142.5 million, up 20% year over year, reflecting accelerated top-line m...
Image source: The Motley Fool. Tuesday, May 26, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — William Gordon Stone Chief Financial Officer — Stephen A. Lasher SVP, Capital Markets and Strategy — Brian Bartholomew Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total net revenue -- $142.5 million, up 20% year over year, reflecting accelerated top-line momentum. -- $142.5 million, up 20% year over year, reflecting accelerated top-line momentum. On-Device Solutions (ODS) net revenue -- $91 million, 5% year-over-year growth, driven by international expansion in devices and revenue per device. -- $91 million, 5% year-over-year growth, driven by international expansion in devices and revenue per device. App Growth Platform (AGP) net revenue -- $52.1 million, up 57% year over year, the segment's fastest pace in more than three years. -- $52.1 million, up 57% year over year, the segment's fastest pace in more than three years. Adjusted EBITDA -- $31.4 million for the quarter, rising 53% year over year, with margin expanding nearly 500 basis points to 22%. -- $31.4 million for the quarter, rising 53% year over year, with margin expanding nearly 500 basis points to 22%. Non-GAAP gross margin -- 50% in the quarter, up from 48%, primarily from favorable product and segment mix. -- 50% in the quarter, up from 48%, primarily from favorable product and segment mix. Cash operating expenses -- $40.5 million, up 12%, attributed to expense discipline, streamlined business processes, and investment in growth initiatives. -- $40.5 million, up 12%, attributed to expense discipline, streamlined business processes, and investment in growth initiatives. GAAP net loss -- $7.3 million, or $0.06 per share, for Q4. -- $7.3 million, or $0.06 per share, for Q4. Non-GAAP net income -- $19.7 million, or $0.16 per share, on 122.8 million shares outstanding. -- $19.7 million, or $0.16 per share, on 122.8 million shares outstanding. Full year total revenue...