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Consensus Narrative from 17 Analysts
Marketing Push For Airo Will Reduce Margins Despite AI Cost Savings
Key Takeaways Expansion of Pricing & Bundling across segments and AI enhancements aims to drive growth, retention, and higher ARPU. Increased marketing spend for product launches may impact margins, while generative AI solutions could improve efficiency and reduce costs.
View narrativeUS$195.63
FV
4.0% overvalued intrinsic discount9.28%
Revenue growth p.a.
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4 days ago author updated this narrative