Robotics thesis hardened across every dimension. Revenue grew 7x year-over-year, active fleet crossed 800 daily robots, geographic footprint expanded to 44 cities, and management is pursuing consolidation opportunities.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 8, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.