The stock climbed 3.2% post-earnings, driven by better-than-expected Vector revenue growth and margin expansion, which significantly outpaced the broader strategic revenue gains.

• Strategic revenue grew 35% year-over-year, signaling solid top-line momentum.
• Adjusted EBITDA margin improved to 27%, the best in over two years, up 65% year-over-year.
• Vector revenue increased by 80% year-over-year and showed a fourth consecutive quarter of 15% sequential growth, exceeding internal expectations.
• Guidance for Q2 projects continued 50% year-over-year growth in strategic ad revenue alongside further margin expansion.
• Management reiterated a path to GAAP profitability by Q4 2026, underpinned by ongoing product innovation and operational discipline.