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• Digital Roadside Assistance Platform: A technology platform that digitizes and optimizes the dispatch and management of roadside assistance services for businesses.
• Mobility Assistance Services: Provides on-demand services such as towing, jump-starts, tire changes, fuel delivery, and lockout services to stranded drivers.
• Enterprise Mobility Solutions: Offers customized, integrated solutions for automotive, insurance, and fleet companies to manage their customers' mobility assistance needs.

AI Analysis | Feedback

AI Analysis | Feedback

AI Analysis | Feedback

Matthew Booth, Chief Executive Officer & Principal Finance Officer

Matthew Booth has served as Urgently's Chief Executive Officer since August 2022 and President since December 2020. He also assumed the role of Principal Finance Officer effective August 5, 2025, following the departure of Michael Port. Prior to his current roles at Urgently, he held positions as Chief Strategy Officer and Strategic Advisor for the company. Booth has over 20 years of experience in the technology and software industries. He previously served as CEO and an advisor for Connectivity, Inc., a customer intelligence solutions company, from July 2013 to July 2018. Booth founded Done Right (Perform Local, Inc.), a software company that was sold to Tree (NASDAQ: TREE) in 2005. He also held various roles at BIA Kelsey, a media research and consulting firm, including Chief Strategy Officer. Urgently went public on October 19, 2023, after merging with Otonomo Technologies. In March 2026, Urgently entered into an agreement to be acquired by Agero.

Gabe Huerta, Chief Product & Technology Officer

Gabe Huerta brings over 13 years of experience in data-driven business leadership and strategic product development, with a focus on building large, scalable SaaS platforms for major US and international enterprise brands. His previous roles include VP of Product at Thinknear by Telenav, Head of Product Management, Social at Reputation.com, SVP of Product at Connectivity, and VP of Product and GM of Evite Premium at Evite.

Annie Flippo, Chief Data Officer

Annie Flippo has over 25 years of experience in driving data product strategy, from conception through development to operations. She has a strong background in building and mentoring teams to create sustained value, improve product quality, and optimize operations. Her prior roles include Head of Data Science at inMarket and Thinknear by Telenav, and Data Scientist at Edmunds.com.

Harrison Russell, Senior Vice President of Partnerships

Harrison Russell possesses over 10 years of experience working with major brands across the automotive and mobile industries. He specializes in developing data-driven approaches to ensure continuous program improvement. Previously, Russell held management roles at Neustar, IMImobile, and Mobile Posse.

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The key risks to Urgently's business, especially in light of recent developments, include its ongoing financial instability, the uncertainty surrounding its pending acquisition, and intense market competition.

1. Financial Instability and Nasdaq Delisting Risk

Urgently has demonstrated significant financial challenges, including a negative three-year revenue growth rate, consistent operating losses, and a negative net margin. The company reported a GAAP operating loss for the full year 2025 and negative net income. Its balance sheet indicates liquidity issues, with limited cash reserves against substantial debt (e.g., $4.83 million in cash versus $55.3 million in principal debt as of Q2 2025). These financial weaknesses have led to non-compliance with Nasdaq listing standards. In September 2025, Urgently received a notice of non-compliance due to not meeting minimum requirements for net income, market value of listed securities, or stockholders' equity. Previously, in October 2024, the company received a delisting notice for failing to maintain a minimum bid price of $1.00 per share. While the company has pursued strategies to regain compliance, there is no guarantee that Nasdaq will grant continued listing, which could severely impact the stock's liquidity and the company's ability to raise capital.

2. Uncertainty and Potential Failure of the Pending Acquisition by Agero

On March 13, 2026, Urgently announced a definitive agreement to be acquired by Agero for $5.50 per share in cash, with the transaction anticipated to close by the end of May 2026. However, the completion of this acquisition is subject to customary closing conditions, including regulatory approvals and the successful tender of shares. There is a risk that the acquisition could face delays or ultimately fail to materialize due to various unforeseen circumstances, such as regulatory hurdles, competing offers, or stockholder litigation. If the acquisition does not close, Urgently would remain exposed to its significant pre-existing financial and operational challenges, potentially in a more precarious position, as the market may react negatively to a failed deal.

3. Intense Market Competition

Urgently operates in a highly competitive and dynamic market for digital roadside assistance and mobility technology. The company faces numerous competitors, with one source identifying 389 active competitors, including other well-funded companies. This intense competitive landscape places ongoing pressure on Urgently's pricing strategies, market share retention, and overall profitability. To maintain its position and grow, the company must continuously innovate its technology and service offerings and make significant investments, which can be challenging given its financial constraints.

AI Analysis | Feedback

AI Analysis | Feedback

The addressable market for Urgently's (ULY) primary products and services, which revolve around connected mobility assistance software and digital roadside assistance, is the global vehicle roadside assistance market.

The global vehicle roadside assistance market size has been valued at approximately:

• USD 26.19 billion in 2024 and is projected to reach around USD 39.65 billion by 2033, expanding at a compound annual growth rate (CAGR) of 5.32% during this forecast period.
• USD 26.58 billion in 2024 and is projected to reach USD 35.36 billion by 2030, growing at a CAGR of 5.00%.
• USD 31.9 billion in 2023 and is estimated to reach USD 52.5 billion by 2033, growing at a CAGR of 5.2% from 2024 to 2033.
• USD 44.0 billion in 2025 and is slated to reach USD 67.5 billion by 2035, recording a CAGR of 4.4% between 2025 and 2035.

Regionally, significant portions of this market include:

• **North America:** This region accounted for the largest share, capturing 39.12% of the vehicle roadside assistance market in 2025. It also holds a dominant position with 29.5% market share for vehicle roadside assistance services.
• **Europe:** Europe dominated the vehicle roadside assistance market with a market share of 32.84% in 2025. The European market is projected to grow from USD 12.8 billion in 2025 to USD 19.4 billion by 2035.

Urgently operates in North America, Europe, Asia, and Australia.

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Expected Drivers of Future Revenue Growth for Urgently (ULY) over the Next 2-3 Years:

1. Expansion with Existing Customer Partners and New Customer Acquisition: Urgently is focused on deepening relationships with its current customer partners and securing new ones. This includes targeting new contracts within the insurance sector and ensuring positive renewals, particularly within the OEM (Original Equipment Manufacturer) and rental car markets.
2. Strategic Pricing Increases: The company has implemented price adjustments to better reflect the value it provides through its services. This strategy is expected to contribute to revenue growth.
3. Technological Advancement and AI Integration for Enhanced Offerings: Urgently leverages its digitally native software platform, incorporating location-based services, real-time data, and artificial intelligence, to deliver roadside assistance, proactive maintenance, and repair services. Further investments in AI-driven efficiencies and the expansion of its connected mobility solutions, including those for electric vehicles, are anticipated to drive market share gains from traditional providers and enhance revenue streams.
4. Global Market Expansion: Urgently's operations span the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company aims to further develop and deliver its connected mobility assistance services on a global scale, indicating an intent to capture growth in various international markets.
5. Focus on Core Business through Strategic Divestitures: By divesting non-core assets, such as The Floow in Q3 2024, Urgently is dedicating its resources and efforts to advancing its core digital roadside and mobility assistance business. This sharpened focus is expected to accelerate profitable growth and optimize margins.

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Share Issuance

• In October 2023, Urgently issued 5,427,789 shares of common stock to Otonomo shareholders as part of an all-stock reverse merger, with Otonomo's shareholders owning approximately 39.7% of the combined company.
• In February 2025, Urgently issued 1,358,073 shares of common stock to Highbridge Capital Management, Onex Credit, and Whitebox Advisors. This issuance was in exchange for these entities foregoing certain fees and extending second lien term loans.
• During the third quarter of 2025, Urgently sold 181,000 shares of common stock under its At-The-Market (ATM) program, generating approximately $273,000 in net proceeds at a weighted average price of $4.19 per share.

Inbound Investments

• In February 2025, Urgently secured a new credit agreement for an asset-based revolving credit facility of up to $20 million with MidCap Financial. This financing was intended to repay existing indebtedness and support the company's strategic initiatives.
• Certain funds managed by Highbridge Capital Management, Onex Credit, and Whitebox Advisors agreed to waive the repayment of specific fees under second lien agreements. In exchange, Urgently issued 1,358,073 shares of its common stock and extended the second lien term loans until July 31, 2026.
• Institutional investors collectively purchased 80,651 shares of Urgently's stock, totaling approximately $256,810 in transactions, over the last 24 months.