🔹 Revenue: $440.9M (Est. $426.7M) 🟢; -2% YoY
🔹 EPS (Adj.): $0.18 (Est. -$0.28) 🟢
Q3 Outlook:
🔹 Revenue: $440M–$450M (Est. $445.1M) 😐
🔹 Adjusted EBITDA: $90M–$95M
🔹 Grow: Mid-single-digit QoQ growth expected
🔹 Create: Slight sequential decline expected
Q2 Segment Revenue:
🔹 Create Solutions: $154M; UP +2% YoY
🔹 Grow Solutions: $287M; DOWN -4% YoY
🔹 Unity Ad Network: +15% QoQ (now 49% of Grow)
Other Q2 Metrics:
🔹 Adj EBITDA: $90M; Margin: 21%
🔹 Free Cash Flow: $127M (vs. $80M YoY)
🔹 Net Cash from Ops: $133M (vs. $88M YoY)
🔹 Cash & Equivalents: $1.70B (up from $1.53B in Dec 2024)
CEO Commentary:
🔸 “Q2 marks an inflection point... Unity Vector is transforming our growth prospects.” – CEO Matt Bromberg
🔸 “We substantially beat the high-end of our guidance for both revenue and EBITDA.”