2025 closed with strong momentum in new user cohorts, driven by robust demand for AI-powered solutions and the integration of Base44, which expanded the addressable market and product capabilities.
Harmony and Base44 are now cornerstone offerings, with Harmony focused on intuitive AI-driven website creation and Base44 enabling advanced software and app development.
Base44 reached approximately $100 million in ARR within a year of its founding, highlighting rapid adoption and organic growth, especially among enterprise and business users.
The company is executing a $2 billion share repurchase program and secured a $250 million equity investment from Durable Capital Partners, reflecting confidence in long-term strategy.
Surpassed the "Rule of 40" milestone in 2024 and maintained a combined revenue growth plus free cash flow margin of 43% in 2025.
Q4 2025 bookings were $535 million, up 15% year-over-year; revenue was $524 million, up 14% year-over-year.
Full year 2025 bookings reached $2.07 billion, up 13% year-over-year; revenue was $1.99 billion, up 13% year-over-year.
Consolidated ARR at year-end was $1.84 billion, up 14% year-over-year.
Free cash flow for 2025 was $605 million (30% of revenue), reflecting disciplined cost management and operational efficiency.
Partners revenue grew 23% year-over-year to $750 million for the full year; transaction revenue reached $255 million, up 19% year-over-year.
2026 consolidated bookings and revenue expected to grow at mid-teens percentage year-over-year.
Q1 2026 revenue also expected to grow at a mid-teens percentage year-over-year.
Free cash flow margin for 2026 projected in the low to mid-20% range, with a wider guidance range due to Base44's hypergrowth.
Core business expected to maintain or expand free cash flow margin in 2026.
Management expects continued strong growth in ARR and free cash flow, supported by ongoing product innovation and expansion into new markets.
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