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![SergeyCYW Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343459213004173312.png) Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6329 followers
Created: 2025-06-06 10:28:03 UTC

$IOT Q1'25 Results:
↗️$366.9M rev (+30.7% YoY, +25.3% LQ) beat est by XXX%
↗️GM* (78.5%, +1.6 PPs YoY)🟢
↗️Operating Margin* (13.9%, +11.7 PPs YoY)
↗️FCF Margin (12.5%, +5.8 PPs YoY)
↗️Net Margin (-6.0%, +7.7 PPs YoY)
↗️EPS* $XXXX beat est by 83.3%🟢
*non-GAAP

Key Metrics
➡️NRR $10K+ ARR XXX% (115% LQ)
➡️ARR $1.54B (+30.6% YoY, +78 net new ARR)🟡
➡️Billings $387M (+27.7% YoY)🟡

Customers
➡️2,638 $100k+ customers (+35.1% YoY, +154)

Operating expenses
↘️S&M*/Revenue XXXX% (-7.1 PPs YoY)
↘️R&D*/Revenue XXXX% (-2.0 PPs YoY)
↘️G&A*/Revenue XXXX% (-1.1 PPs YoY)

Quarterly Performance Highlights
↗️Net New ARR $78M (+5.2% YoY)
↗️CAC* Payback Period XXXX Months (+5.6 YoY)🟡
↘️R&D* Index (RDI) XXXX (-0.18 YoY)🟡

Dilution
↗️SBC/rev 23%, +1.9 PPs QoQ
↘️Basic shares up XXX% YoY, -XXX PPs QoQ
↘️Diluted shares up XXX% YoY, -XXX PPs QoQ

Guidance
↗️Q2'25 $XXXXX - $373.0M guide (+23.9% YoY) beat est by XXX%
↗️$1,547.0 - $1,555.0M FY guide (+24.2% YoY) raised by XXX% beat est by XXX%

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![](https://pbs.twimg.com/media/GswO4YPboAA0a3e.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1930934707484786727/c:line.svg)

**Related Topics**
[10k](/topic/10k)
[iot](/topic/iot)
[$387m](/topic/$387m)
[$154b](/topic/$154b)
[$10k](/topic/$10k)
[eps](/topic/eps)
[lq](/topic/lq)
[$3669m](/topic/$3669m)

[Post Link](https://x.com/SergeyCYW/status/1930934707484786727)