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Watch on earnings: Net dollar retention rate (NDR) - quarterly trends indicating product stickiness and expansion health, ARPU by customer cohort - particularly customers spending $50+/month who drive profitability, Customer acquisition cost (CAC) and payback periods - efficiency of growth investments.
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $1.2B to $1.8B as net dollar retention rate (ndr) - indicates existing customer spending growth and product stickiness.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.