Jason Hall
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So many companies, the idea that AI-powered coding is going to drive big disruption for software-as-a-service business.
The second
We're lapping the Applebee's deal.
It did that last Q1, the beginning of 2025.
It was the biggest deal in the company's history, and it drove a ton of growth last year.
Now, the company doesn't give written revenue guidance.
It offers adjusted EBITDA and gross profit.
But both are expected, if you look at the company's guidance, to grow at a little bit lower rate this year.
That makes sense.
But what I want to see is if the narrative continues to support strong growth, or if the goalposts are moving at all here.
And maybe most importantly, whether any of that supports the AI disruption narrative or not.
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For John, Matt, myself, thanks for listening.
We'll chat again soon.
Lou, I don't think you're old enough to really remember when Japanese cars hit U.S.
markets.