| APP |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1,990M vs. cons $1,946.6M |
MEDIUM |
| APP |
Report |
Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$1,690M vs. cons $1,645.5M |
MEDIUM |
| APP |
Report |
Adj. EBITDA Margin (Q2 2026) |
IN-LINE |
pred ~84.9% vs. cons 84.5% |
HIGH |
| APP |
Guide |
Revenue (Q3 2026) |
UNCHANGED |
guide ~$2,085M vs. cons ~$2,075M |
MEDIUM |
| APP |
Guide |
Consumer Vertical Commentary (qualitative) |
BETTER |
positive self-serve onboarding color vs. vague market expectations |
MEDIUM |
| APP |
Guide |
FY 2026 Revenue (implied) |
BETTER |
~$8,290M implied vs. cons $8,247M |
LOW |
| APP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| APP |
Return |
5-day cumulative residual |
+3.0% (STABILIZE) |
STABILIZE — de-rated setup and platform opening catalyst offset the typical Archetype B post-beat fade; guide is not a true raise so no revision wave |
MEDIUM |