Question · Q2 2026
Ably from Amber Road asked how long elevated operating expenses related to geographical expansion and increased headcount are expected to persist before normalization.
Answer
CEO Zak Calisto stated that 'normalization' doesn't truly exist in their business given the large total addressable market (TAM) opportunity. He emphasized that investments in infrastructure, OpEx, and sales will continue, with different levers activated at various times based on execution speed and spending needs. He highlighted a strong track record of disciplined capital allocation and prudent financial management, with unit economics remaining robust.