“The company's recent fiscal second quarter report showed revenue growing 18% from a year ago... management raised guidance for the full year, calling for revenue and profit growth of 15% and 14% respectively”

Motley Fool Hidden Gems Investing · Flying Cars, Smart Homes, and Cracks in the AI Boom

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34:55

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What was described

sell cloud-based software to life-science companies on a subscription basis, generating predictable recurring revenue

revenue grew 18% YoY; guidance raised to 15% revenue growth and 14% profit growth for full year; stock up 40% in 2026

Said nearby on the same subject

“A 53% adjusted EBITDA margin ... 84% of their revenue comes from recurring subscriptions.”
♫
Said on Motley Fool Hidden Gems Investing
Why it worked 53% EBITDA margin, 84% recurring revenue Share this moment
“And then we also have a monthly subscription. So similar to some of the other wearable models like Aura and Whoop where you have hardware plus software. And what's the software subscription price? Between $19 and $29. But right now everyone's pre-ordered at $29 a month.”
JW
Jack Walters
The Pitch ·
Pricing $359 hardware pre-order; $19-$29 monthly subscription; $29 current pri… Share this moment
“Hanson wrote up the academic case for prediction markets generally, invented policy prediction markets, pointed out prediction markets' potential uses in science and governance and corporate governance and pushed for early prediction markets to get started.”
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Said on LessWrong (Curated & Popular)
Why it worked Share this moment
“‘This is a public software company… $5 billion in revenue… we were brought in by the CRO…’”
♫
Said on The Startup Ideas Podcast

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