PATH
2026 Q2Technology
3w
11% ARR growth to $1.723 billion
Second-quarter ARR grew 11%, driven by $31 million in net new ARR, exceeding the high end of guidance across key financial metrics.
AI
2026 Q1Technology
3w
$70.3 million total revenue
Total revenue for the quarter was $70.3 million, a decrease of 19% year-over-year.
WLY
2026 Q1Technology
3w
$29 million in Q1 2026, up from $17 million prior year
We delivered $29 million in AI licensing revenue this quarter alone, up from $17 million in the prior year period, demonstrating the market's recognition of our leadership position.