Executive readout · one minute
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Earnings call · FY2026 Q2
Executive readout · one minute
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Forward guidance
10 guided metrics
Management's latest ranges and targets are included below.
Research coverage
3 live sources
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From the 8-K filed Aug 10, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
MAU growth
Initiated
FY'26
|
17% – 20% | — | |
|
Consolidated revenue
Initiated
FY'26
|
$650M – $685M | — | |
|
Subscription revenue
Initiated
FY'26
|
$475M – $480M | — | |
|
Hardware revenue
Initiated
FY'26
|
$35M – $45M | — | |
|
Advertising revenue
Initiated
FY'26
|
$98M – $115M | — | |
|
Other revenue
Initiated
FY'26
|
$42M – $45M | — | |
|
Adjusted EBITDA
Initiated
FY'26
|
$130M – $140M | Non-GAAP | |
|
Adjusted EBITDA margin
Initiated
Q3 2026
|
18% | Non-GAAP | |
|
Advertising gross margin
as we exit 2026
|
65% – 70% | GAAP | |
|
Advertising gross margin
Initiated
full year 2026
|
60% | — |
How the reported period landed and where the business moved.
Company presentation
64 slides · use arrow keys or swipe to navigate
SEC filing · Item 2.02
Filed Aug 10, 2026 · complete as-filed document
SEC periodic report
Filed Aug 10, 2026 · complete as-filed document