🔹 Revenue: $1.55 B (Est. $1.52B) 🟢
🔹 EPS: $0.13 (Est. $0.22) 🔴
Q3 Guidance
🔹 Adj Subscription & FinTech Gross Profit: $465M–$475M; UP +23–26% YoY
🔹Adj EBITDA: $140 M–$150 M
Other Metrics
🔹 Annualized Recurring Revenue: $1.9 B; UP +31% YoY
🔹 Net New Locations Added: 8,500 (record)
🔹 Total Live Locations: 148,000; UP +24% YoY
🔹 Gross Payment Volume: $49.9 B; UP +23% YoY
🔹 Non-GAAP Subscription & FinTech Gross Profit: $464 M; UP +35% YoY
🔹 Net Income: $80 M; UP +471% YoY
🔹 Adjusted EBITDA: $161 M; UP +75% YoY
🔹 Free Cash Flow: $208 M; UP +93% YoY
CEO Commentary
🔸 “I’m proud of the team for delivering another strong quarter – we added a record 8,500 net new locations, recurring gross profit grew 35% year over year, and Adjusted EBITDA scaled to $161 million.” — Aman Narang
🔸 “We’re building a platform to help local businesses thrive and I’ve never been more confident in our ability to deliver on that ambition and lead this industry.” — Aman Narang