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Posted by
Two Blokes Jun 12 -
Filed in
Stock
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5 views
Lemonade's Q1 2025 results show accelerating growth, improving margins, and strong cash reserves, validating its AI-driven scaling thesis. The company's proprietary AI stack powers rapid underwriting and claims, compounding data advantages and driving operating leverage as policyholder cohorts mature. Risks include catastrophe volatility, regulatory delays, and competitive pressure, but Lemonade's balance sheet and data moat offer resilience.
