SMWB

13 atoms · 跨 2 天 · 首见 2026-05-13 · 最近 2026-05-14

三色: 🟦 fact 11 · 🟥 take 2 · stance ▲9/▼1/◆1

来源: X 13

时态: fresh:13

标签: 好数字:9 · 好信源:2 · 好观点:2

叙事 (narrative) (2)

• 2026-05-14 · 是AI市场份额的独立计分员
  $SMWB is the de facto independent scorekeeper for AI market share cited by VCs, journalists, analysts, and labs.
  tags: 好观点 · → daily
• 2026-05-14 · 独立性和跨平台可比性是护城河
  Independence and cross-platform comparability is a real moat.
  tags: 好观点 · → daily

事实 (fact) (11)

• 2026-05-13 · Q1 2026 营收
  Revenue $73.9M; top end of guidance and slight beat on consensus. Up 10% YoY.
  tags: 好数字 · → daily
  value: qty=$73.9M · date=Q1 2026
• 2026-05-13 · Q1 2026 non-GAAP 营业利润
  Non-GAAP operating profit $2.4M; top end of guidance. Swing from a $1.3M loss in Q1 2025.
  tags: 好数字 · → daily
  value: qty=$2.4M · date=Q1 2026
• 2026-05-13 · LLM 训练合同规模
  One of the two delayed LLM training contracts was signed in Q1 with an existing big tech customer. Second still expected to close in coming quarters.
  tags: 好数字 · → daily
  value: qty=1 · date=Q1 2026
• 2026-05-13 · RPO 同比增长
  RPO up 18% YoY to $297.7M. Contracted backlog continues to grow faster than recognised revenue.
  tags: 好数字 · → daily
  value: qty=18% · date=Q1 2026
• 2026-05-13 · 多年订阅占 ARR 比例
  Multi-year subscriptions now 64% of ARR; up from 52% a year ago.
  tags: 好数字 · → daily
  value: qty=64% · date=Q1 2026
• 2026-05-13 · 10 万+ 美元客户数量
  $100K+ customer count up 12% YoY to 461.
  tags: 好数字 · → daily
  value: qty=461 · date=Q1 2026
• 2026-05-13 · 企业 NRR
  Enterprise NRR steady at 103%; blended NRR stable at 98%.
  tags: 好数字 · → daily
  value: qty=103% · date=Q1 2026
• 2026-05-13 · 业绩指引上调
  Guidance raised at the low end on both revenue and non-GAAP operating profit.
  tags: 好数字 · → daily
  value: direction=up · date=Q1 2026
• 2026-05-13 · 连续正向自由现金流季度数
  Tenth consecutive quarter of positive normalised free cash flow.
  tags: 好数字 · → daily
  value: qty=10 · date=Q1 2026
• 2026-05-13 · Manus 合作伙伴关系
  Separate release confirms Manus partnership expansion plus active AI-native integrations across ChatGPT; Claude; Copilot; and Cursor.
  tags: 好信源 · → daily
• 2026-05-13 · CEO 继任计划启动
  The complication. Or Offer announced he is initiating a CEO succession process; transition expected by mid-2027 around his 20-year anniversary at the company.
  tags: 好信源 · → daily
  value: date=mid-2027

时间轴 (近 20)

• 2026-05-14 · narrative · 是AI市场份额的独立计分员 · → daily
• 2026-05-14 · narrative · 独立性和跨平台可比性是护城河 · → daily
• 2026-05-13 · fact · Q1 2026 营收 · → daily
• 2026-05-13 · fact · Q1 2026 non-GAAP 营业利润 · → daily
• 2026-05-13 · fact · LLM 训练合同规模 · → daily
• 2026-05-13 · fact · RPO 同比增长 · → daily
• 2026-05-13 · fact · 多年订阅占 ARR 比例 · → daily
• 2026-05-13 · fact · 10 万+ 美元客户数量 · → daily
• 2026-05-13 · fact · 企业 NRR · → daily
• 2026-05-13 · fact · 业绩指引上调 · → daily
• 2026-05-13 · fact · 连续正向自由现金流季度数 · → daily
• 2026-05-13 · fact · Manus 合作伙伴关系 · → daily
• 2026-05-13 · fact · CEO 继任计划启动 · → daily

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