“A 53% adjusted EBITDA margin ... 84% of their revenue comes from recurring subscriptions.”
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Said on Motley Fool Hidden Gems Investing
Motley Fool Hidden Gems Investing · Flying Cars, Smart Homes, and Cracks in the AI Boom
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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
“A 53% adjusted EBITDA margin ... 84% of their revenue comes from recurring subscriptions.”
“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.”
“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.”
“‘This is a public software company… $5 billion in revenue… we were brought in by the CRO…’”
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