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@shai_wininger @kidfrancescoli Not really. You actually cut the implied $LMND 2026 pre-tax profit guide by $19M, by increasing SBC guidance by $20M! And the resulting $(144)M loss compares to a comparable $(179)M in FY 2025, which included a $22M charge for the California wildfires. So only a $13M improvement. https://t.co/1KyZ6QQkL1 @shai_wininger @kidfrancescoli (2) And today analysts have begun to cut their forward $LMND estimates, as well. Here, Jefferies cuts its 2027E Adjusted EPS from a loss of $(0.80) to a loss of $(1.15). They now have a loss for 2028E, as well. https://t.co/44eiYBBmHN