Strong Revenue Growth:
Q1 2026 revenue and adjusted revenue rose sharply versus the prior year and exceeded the company’s range, with management guiding Q2 2026 adjusted revenue to $2.7B–$2.9B. This cadence indicates momentum carrying from late 2025 into early 2026.
Profitability:
Q1 2026 was the most profitable quarter in four years, with a return to positive GAAP net income and strong adjusted EBITDA after a prior‑year loss. The 2025 step‑up in adjusted results set a higher baseline entering 2026.
Innovation-Driven Growth:
AI-enabled workflows and fully digital purchase pre‑approvals launched in February 2026 improved conversion and operational throughput. Expanded digital funnels and technology investments are cited as contributors to share gains and activity.
