Sep 3, 2026 earnings call — Pivot to specialized AI agents
Pivot to specialized AI agents; revenue was $13.9 million, up 39% from the first quarter.
Revenue $0.0B (est $0.0B) · EPS $0.02 (est $0.03)
Key quotes
"This is a pivot, and I would rather say that plainly than dress it up as continuity."
"In the second quarter, A-MM contributed roughly $3.5 million of revenue in its first quarter of recognition, and I want to be careful about how I characterize it."
"Revenue grew 39% essentially, and we moved from an operating loss of $3.2 million in Q1 to operating income of $1 million in Q2."