In short: Guest: named with Braze among the newer marketing-tech entrants competing with Zeta.
In short: Agents gain traction. Q2 revenue +26% Y/Y to $371M (an $8M beat) with adjusted EPS of $0.19 in line; customers above $50,000 of ARR grew 36% to 4,477 and now represent roughly 40% of ARR, with NRR at 109%. The agent evidence is unusually concrete for this stage: Composer launched broadly in June and already has 95,000+ users with nearly a quarter returning weekly; Customer Agent adoption rose 40% Q/Q and autonomous resolutions increased nearly 80% since early June; and Klaviyo signed its largest deal ever, an eight-figure multi-product contract. Gross margin fell three points to 73% absorbing higher text-message carrier fees, "but those costs are now being passed through to customers." FY26 revenue guidance rose to $1.526–$1.534B while operating income guidance fell to $212–$218M, partly on costs from the Agency acquisition. "Q2 brought the first meaningful evidence that agents could become a real growth lever, with usage scaling quickly and enterprise adoption strengthening."
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