| APP |
Report |
Revenue |
BEAT |
pred ~$1.98B vs. cons $1.94B |
MEDIUM |
| APP |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.67B vs. cons $1.63B |
MEDIUM |
| APP |
Report |
Adjusted EBITDA margin |
IN-LINE |
pred ~84.3% vs. cons 84.0% |
MEDIUM |
| APP |
Guide |
3Q26 revenue guidance |
BETTER |
guide ~$2.11B vs. cons $2.07B (3Q26) |
MEDIUM |
| APP |
Guide |
3Q26 adjusted EBITDA guidance |
BETTER |
guide ~$1.77B vs. cons $1.74B (3Q26) |
MEDIUM |
| APP |
Guide |
3Q26 adjusted EBITDA margin guidance |
UNCHANGED |
guide ~84.0% vs. cons 84.0% (3Q26) |
MEDIUM |
| APP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.5% |
— |
MEDIUM |
| APP |
Return |
5-day cumulative residual |
+10.5% (FOLLOW-THROUGH) |
The ~$40M revenue beat versus ~$1.94B consensus and ~$30M EBITDA beat versus ~$1.63B consensus, combined with 3Q26 revenue guidance of ~$2.11B versus ~$2.07B consensus, should drive upward out-period revenue and EBITDA revisions rather than leave investors focused on a one-quarter beat. |
MEDIUM |