Sep. 22 at 8:10 PM
$U's AI ad engine grew 23% in one quarter.
$APP grew 4%.
📈 Chart
Ran 27.83 → 48.46 in four weeks. Now sitting on the 0.382 (40.58)
0.5 (38.14) lines up with the 50 EMA
0.618 (35.71) is right where the Q2 print launched from
Reclaim 43.5 and the lower highs are done
📊 Q2
Vector-driven ads +63% y/y
EBITDA margin 21% → 29%, Q3 guided ~33%
$202M free cash flow in one quarter
GAAP profit guided for Q3
🤖 AI
Vector is a rebuilt ML ad engine and it just started learning from runtime data inside the
$U engine.
$APP doesn't own the engine.
Real challenge to Axon, or just share
$APP isn't defending?
$U $APP
