I got meaningful to make side, cash that. path then we've structure through to trying clear our be One, at a EBITDA cost that generating a really structure that's walk generally. flow. few their the within and looking things levels, investment and And here, On cost think to we're prioritizing sure free defining adjusted really positive we're just
one, the As $XXX magnitude I the of quarterly seen in look in run of significant QX, improper on big XXXX, ] of costs, increases higher we've number and increase to about forward a [ infrastructure million rate that's costs to rather infrastructure of DAU. in order led
progress QX for infrastructure back move sequential here us of increase XXXX that to half that or start to to level of give off as in through going slow the we cost and went make of given into QX. look And opportunity down really the saw XXXX You and element to into to revenue and of long-term things. terms targets, of that's our biggest as DAU we is the medium- side slow the continue the for against of margin the in infrastructure down
of higher part on internal flow-through. One, our the about at OpEx As in was QX that outcome on costs, a couple down but to I we side, for look adjusted of things shared with end And being had example, revenue, was we Part really marketing the lower-than-expected you good that better we of to a just note. of EBITDA. had QX. range
some to marketing going you're in this that off. costs timing-wise, the those QX kicked see year with campaign And we've of
impacting And the so seeing are QX. QX a as of costs item course, little guide of onetime you're EBITDA that, in adjusted bit through the flowing a that
your week very made to XX% though, that to ongoing cost a perspective, question, team. about From team decision of difficult impacted earlier structure the this an yes, our we restructure
to we XX% help us the related, of is on so our or side. that about So OpEx would people expect X/X see OpEx or people
that QX, cost $XX fully we'll you actually downward that we'll of reflected in the QX and and in costs beyond. going largely that be put and between transition, until expect -- million through see really net the QX, income on be in pressure will structure $XX not But probably incurring In to restructuring million quarter. will in
will expect So of you to would perspective. see show lot QX there that in a EBITDA from up an cost benefits structure adjusted the
path of infrastructure of about costs of think in as through So sort a if the you've XXXX change increase share how cost pieces, to of in and of thought infrastructure then structure each lion's in you're best here got the those where following fixed. revenue, to are a
Therefore, rate really at incremental flow through us that we to a revenue good gives have ability the as growth.
where that flowed in EBITDA incremental QX, You adjusted QX of the through and we saw than more X/X revenue line. to
line. So that's sort of of can indication an the gross well margin on we how scale
to do. be about OpEx we and from give from here, cost structure, good and the here, to on getting support able accelerate invest size then our growth we to if And room us if to changes on side disciplined our And it's we after when overall restructuring -- cost, expect revenue. being make which is we to fixed a the cash
just thing are trying last us real SBC. to I'd help that. SBC we with a on adjusted restructuring going sustainable EBITDA made to has on in the The changes of earlier line, here, touch below a to progress that significantly us been week The level this focus get making for
The XXXX gap driven to or QX being a of talking flows about year. year-over-year other through this and further begin dissipate impact grants see 'XX, measurement dissipate as SBC saw by off. lot decline a the and been decline [ We'll that ] of year-over-year in of later XX% QX that to that SBC, $XXX that throughout impact we've Refresh rolling how into ] We million that largely in SBC. is [ team elevated result
really place a sustainable getting to much and to of in and flow So path here profitability, cash free rates carve sustain a the cost better dilution. structure SBC
that hopefully, So helps.
our long the nearly back count answer SBC, the right. it's I'd a $X.X last over $XX. a is to of sustainable. below been just a thing billion really to focus this to level We bought a here share but it's add XX of the share helped managing with transition real business. the know get look, get That's And prices it's question, on last months of shares With I us short through more growth, at the period count
at kept around number that IPO, [ Since CAGR. we've ] X.X%
So cost made, cost out profitability with we've well and level hopefully, at produce scales free to a and the you structure you'll that the the us see can flow. see discipline structure cash in changes
bearing for question with answer. and the thanks the So long
