
Urgent.ly Inc.
80
Recent news coverage is limited and does not directly address Urgent.ly but provides broader industry context. The company was delisted from Nasdaq in March 2026 and is now traded on the OTCQB. A merger agreement was entered in March 2026 that may result in privatization.
- Urgent.ly's securities were delisted from Nasdaq on March 18, 2026, and trading was suspended on that date; the company's common stock now trades on the OTCQB Venture Market under the symbol 'ULYX' [S1].
- On March 13, 2026, Urgent.ly entered into a merger agreement for acquisition by a parent company, subject to customary closing conditions and stockholder tender, potentially resulting in the company becoming privately held [S1].
- The company reported fiscal year 2025 financial results including $129.2 million in revenue and a net loss of $20.4 million, with liquidity ratios indicating working capital deficits as of December 31, 2025 [S1].
- Urgent.ly's platform continues to leverage AI and machine learning to optimize roadside assistance services, supporting growth strategies including B2C subscription offerings and geographic expansion [S1].
- Recent public news coverage does not specifically discuss Urgent.ly but includes broader industry analysis [N1].
Urgent.ly Inc. is a technology-driven connected mobility assistance platform that matches vehicle owners and operators with service professionals providing roadside assistance, maintenance, and repair services. Founded in 2013, the company shifted from direct-to-consumer offerings to focus on B2B and B2B2C markets, partnering with automotive OEMs, insurers, ride-hailing services, rental car companies, and fleet operators. Its platform integrates AI, machine learning, and real-time data to optimize service delivery, pricing, and dispatch efficiency. As of December 31, 2025, Urgent.ly had 58 active Customer Partners and approximately 13,500 Service Providers in North America. The company generates revenue primarily on a per-incident basis under multi-year contracts. Urgent.ly is pursuing growth through expanding its Customer Partner base, launching B2C subscription services, and geographic expansion. The company faces liquidity challenges and is subject to a pending merger agreement that may result in privatization.
Urgent.ly Inc. operates a connected mobility assistance software platform focused on B2B and B2B2C roadside assistance services. The company reported $129.2 million in revenue and a net loss of $20.4 million for the fiscal year ended December 31, 2025. Liquidity ratios indicate working capital deficits with a current ratio of 0.34 and cash ratio of 0.06 as of the same date. The company faces substantial doubt about its ability to continue as a going concern due to recurring losses and debt maturities. Urgent.ly's common stock was delisted from Nasdaq in March 2026 and now trades on the OTCQB. The company entered into a merger agreement in March 2026 that may result in it becoming privately held. Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.
Urgent.ly's technology-driven platform addresses longstanding inefficiencies in the roadside assistance industry by leveraging AI and real-time data to optimize service delivery and pricing. Its established network of Customer Partners and Service Providers provides a foundation for scaling services and expanding into new markets, including connected and autonomous vehicle assistance. The company's growth strategies include launching B2C subscription offerings and geographic expansion, which could diversify revenue streams. The pending merger may provide additional resources or strategic support.
Urgent.ly faces significant liquidity challenges, with working capital deficits and substantial debt maturing in 2026, raising concerns about its ability to continue as a going concern. The company has reported recurring net losses and negative cash flows from operations. Its contracts with Customer Partners are generally non-exclusive and terminable on short notice without guaranteed volume, exposing revenue to variability. The delisting from Nasdaq and transition to OTCQB trading may impact investor perception and liquidity. The pending merger is subject to customary closing conditions and may not complete.
Urgent.ly's moat is based on its proprietary technology platform that integrates AI and machine learning to optimize roadside assistance services, its extensive network of Customer Partners and Service Providers, and its data ecosystem that enables real-time tracking and dynamic pricing. The company's early mover advantage in digitizing the traditionally fragmented roadside assistance market and its established relationships with major automotive OEMs and insurers contribute to its competitive position. The platform's ability to aggregate and analyze diverse data sources to improve service efficiency and customer experience creates barriers to entry for competitors.
• Liquidity and Going Concern Risk: The company has recurring losses, negative cash flows, and a working capital deficit with a current ratio of 0.34 as of December 31, 2025. Principal debt of $64.4 million matures through July 31, 2026, creating substantial doubt about its ability to continue as a going concern [S1].
• Customer Concentration and Contractual Risk: Top three Customer Partners accounted for 58% of revenue in 2025. Contracts are typically non-exclusive, terminable on 90 days' notice, and do not guarantee volume or revenue, exposing the company to revenue volatility [S1].
• Market and Competitive Risk: The roadside assistance market is fragmented and competitive, with legacy providers and new entrants. The company must maintain technological leadership and service quality to retain and grow Customer Partners [S1].
• Regulatory and Data Privacy Risk: Urgent.ly is subject to evolving data privacy and cybersecurity laws across multiple jurisdictions, which may impose compliance costs and operational constraints [S1].
• Merger Completion Risk: The pending merger agreement is subject to customary closing conditions and stockholder tender. There is no assurance the merger will be completed, which could impact strategic plans and stockholder value [S1].
Business trends: Increasing adoption of AI and connected vehicle data to enhance roadside assistance services, expansion into B2C subscriptions and international markets.
Execution milestones: Completion of merger agreement, platform enhancements, and growth in Customer Partner base.
Key risks: Liquidity constraints, customer concentration, contract non-renewals, competitive pressures, and regulatory compliance.
Very high visibility
Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).
- Urgent.ly Inc. operates a connected mobility assistance software platform that matches vehicle owners and operators with service professionals delivering roadside assistance, proactive maintenance, and repair services [S1].
- Founded in 2013, the company initially targeted direct-to-consumer roadside assistance but shifted focus to B2B and B2B2C markets, serving automotive OEMs, insurance companies, ride-hailing services, rental car companies, and fleet operators as Customer Partners [S1].
- As of December 31, 2025, Urgent.ly had 58 active Customer Partners and approximately 13,500 Service Providers under contract in North America [S1].
- The platform leverages proprietary technology, AI, machine learning, and real-time data to optimize dispatch, pricing, and service delivery, aiming to reduce consumer wait times and improve transparency [S1].
- Revenue is primarily generated on a per-incident basis from Customer Partners, with multi-year contracts typically lasting three to five years, often terminable on 90 days' notice and generally without guaranteed volume or revenue commitments [S1].
- The company reported total revenue of $129.2 million and a net loss of $20.4 million for the fiscal year ended December 31, 2025 [S1].
- Liquidity as of December 31, 2025 included $5.16 million in cash and equivalents, current assets of $30.57 million, and current liabilities of $90.1 million, resulting in a current ratio of 0.34 and a cash ratio of 0.06, indicating working capital deficits [S1].
- Urgent.ly's platform supports connected vehicle data integration, enabling proactive and preventive maintenance services alongside reactive roadside assistance [S1].
- The company is pursuing growth strategies including expanding Customer Partner base, launching B2C subscription offerings, and geographic expansion into international markets such as Europe and South America [S1].
- Urgent.ly's common stock was delisted from Nasdaq on March 18, 2026, and is now traded on the OTCQB Venture Market under the symbol 'ULYX' [S1].
- The company faces substantial doubt about its ability to continue as a going concern due to recurring losses, negative cash flows, and dependency on financing, with principal debt of $64.4 million maturing through July 31, 2026 [S1].
- Urgent.ly entered into a merger agreement in March 2026 for acquisition by a parent company, subject to customary closing conditions and stockholder tender, which may result in the company becoming privately held [S1].
- The company has a technology-driven platform that aggregates data from telematics, GPS, vehicle error codes, and other sources to optimize roadside assistance services [S1].
- Urgent.ly's service provider network consists mainly of small and medium-sized businesses contracted on a non-exclusive basis, often working with multiple aggregators [S1].
- The company reported a gross margin of approximately 25% for 2025, with operating expenses including research and development, sales and marketing, and general administrative costs [S1].
- Urgent.ly's platform offers real-time tracking and communication among Customer Partners, Consumers, Service Providers, and repair facilities to enhance service transparency and efficiency [S1].
- The company has experienced a decline in revenue from $142.9 million in 2024 to $129.2 million in 2025, with a reduction in operating expenses and other costs [S1].
- Urgent.ly's growth strategy includes leveraging network effects, expanding beyond reactive assistance, and developing services for connected and autonomous vehicles [S1].
- The company has not declared or paid dividends and intends to retain earnings for operations [S1].
- Recent news coverage is limited and does not directly discuss Urgent.ly but includes broader industry context [N1].
Generated 2026-03-28
- S1 | 2026-03-27 | 10-K
- S2 | 2025-11-13 | 10-Q
- N1 | 2026-03-27 | www.nasdaq.com | Is ESCO Technologies (ESE) Stock Outpacing Its Business Services Peers This Year? | https://www.nasdaq.com/articles/esco-technologies-ese-stock-outpacing-its-business-services-peers-year
This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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