Q2 2025 ER Digest
Hi Antonio, can you cover Rubrik?
yes!! please
Highly recommend checking out competitor, ROOT. Just posted a writeup for context.
^ I think the hit closer to home with their AI data moat, customer obsession, and Costco algorithm
Revenue is set to grow much faster than IFP over the next 12m due to the reduction in reinsurance….. so that x6 sales is gonna change fast
Nice update. I think combined with their AI first approach, the customer experience is an order of magnitude better than incumbents thanks to automation of customer service and claims. Some claims being handled in 1 second.
Hi Antonio, can you cover Rubrik?
yes!! please
Highly recommend checking out competitor, ROOT. Just posted a writeup for context.
^ I think the hit closer to home with their AI data moat, customer obsession, and Costco algorithm
Revenue is set to grow much faster than IFP over the next 12m due to the reduction in reinsurance….. so that x6 sales is gonna change fast
Nice update. I think combined with their AI first approach, the customer experience is an order of magnitude better than incumbents thanks to automation of customer service and claims. Some claims being handled in 1 second.