So as we get into the summer months, users tend to travel and spend more time outside. So we often see a seasonal pattern there in Q2.

May 4, 2026 / receipt, needs a key / Bill Reddy, CEO | earnings call 2026-05-04 | transcript d4783e0d-b799-4a23-a33f-c653bb6310d8 | chars 46924-47058 | segment 48

To put this into perspective, some of these emerging verticals in the U.S. like financial services, is nearly a $40 billion digital ad category in the U.S. We estimate that we have less than half a point of market share there, and that category has been growing really nicely for us for some time. We expect this to translate into further share gains in this and other emerging verticals like travel, entertainment, and telecom.

Nov 4, 2025 / receipt, needs a key / Julia, CFO | earnings call 2025-11-04 | transcript 6e6a0f9a-10e0-4ee2-99ff-2f13577668c7 | chars 35180-35608 | segment 35

Q2’26 Adjusted EBITDA guidance: $256 million - $276 million

ir_statement / Sep 16, 2026 / receipt

rapid adoption of AI tooling

ir_statement / Sep 16, 2026 / receipt

Adjusted EBITDA of $311 million, 26% margin, up 130 basis points versus Q2’25

ir_statement / Sep 16, 2026 / receipt

Raising full -year Adjusted EBITDA margin outlook to approximately 30%, versus prior outlook of 29% as a result of H1’26 outperformance

ir_statement / Sep 16, 2026 / receipt

Revenue of $1,180 million, up 18% Y/Y (17% constant currency)

ir_statement / Sep 16, 2026 / receipt

UCAN revenue growth accelerated five points from Q1’26 to 18% Y/Y in Q2’26

ir_statement / Sep 16, 2026 / receipt

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company_statement / Sep 16, 2026 / receipt

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company_statement / Sep 15, 2026 / receipt

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company_statement / Sep 15, 2026 / receipt

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company_statement / Sep 15, 2026 / receipt

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company_statement / Sep 14, 2026 / receipt

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company_statement / Sep 14, 2026 / receipt