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"NET (holding update): Launched NET Dollar stablecoin for AI-driven microtransactions & pay-per-use models globally. Content Signals Policy gives 3.8M+ domains control over AI training use. x402 Foundation w/ Coinbase developing open Internet payment standards for agentic commerce & API monetization."
"NET (overview): Strong Q2 w/ record 15.1K customers (+27% YoY), net new ARR $133M (+48%), enterprise >$1M/>$5M revenue accelerating fastest since 2022. RPO +39% outpacing revenue +28%. NDR recovered to 114%. Guidance implies potential 29.5% growth if beats again. Risk: 31.1x fwd EV/Sales vs 18.1 median."
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