Josh Brown
speaker
8,054 appearances
21 recordings
2 series
first heard Feb 2026
last heard 7 Aug
Josh Brown’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.
Appearances
Yeah, yeah.
All right.
Let me read this to you.
This is from Ryan Taylor, the Chief Revenue Officer.
Our Q2 results are unprecedented but entirely unsurprising, as the abrupt market shift in LLMs that we've been warning you about for years is now here.
We delivered 93% year-over-year revenue growth, our highest ever.
Holy shit.
The story of this quarter is, once again, our U.S.
business.
It now comprises over 81% of total revenue and grew 150% year-over-year and 23% sequentially.
Our US commercial revenue growth accelerated to 149% year-over-year and 28% sequentially.
Our US government revenue grew a remarkable 90% year-over-year and 18% sequentially.
A Rule of 40 score of 155, unbelievable.
We closed 220 deals worth $1 million or more, of which 98 deals were worth $5 million or more, and 73 deals were worth $10 million or more.
Record highs across the board.
Holy shit, stock up 30%.
The stock is, the company, excuse me,
Okay.
It's on my list.
Dan Ives was the first call.
Showing 161–180 of 8,054 · page 9 of 403
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