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Earnings

When ad tech companies report, and what their results actually said. New to this? Read how to read an ad tech earnings report.

Recent results, explained

Comscore · Aug 12, 2026 · SEC 8-K

Comscore Q2 revenue falls 11% after Movies business sale; net loss widens

Revenue $79.2 million, -11.3% YoYNet loss $14.8 million (Q2 2026) vs. $9.5 million (Q2 2025)Adjusted EBITDA $1.3 million (Q2 2026) vs. $8.9 million (Q2 2025)Movies business sale $70.0 million in cashDebt repaid $40.1 million senior secured credit facility2026 revenue outlook $315–$325 million

Comscore reported Q2 2026 revenue of $79.2 million, down 11.3% from $89.4 million in Q2 2025, reflecting the impact of divesting its Movies business. The company posted a net loss of $14.8 million, compared to a $9.5 million loss a year earlier, and adjusted EBITDA dropped to $1.3 million from $8.9 million. Comscore completed the sale of its Movies business for $70 million, using proceeds to fully repay $40.1 million in senior debt. For full year 2026, the company expects revenue between $315 and $325 million, with adjusted EBITDA margin in the low-to-mid single digits.

Press release on SEC.gov

Inuvo · Aug 11, 2026 · SEC 8-K

Inuvo Q2 revenue drops 67% as Legacy Search shrinks, but Audience Modeling up 19%

Net revenue $7.5 million, -67% YoYAudience Modeling revenue growth +19% YoYLegacy Search revenue decline -80% YoYNet loss $4.0 million ($0.27 per share)Adjusted EBITDA ($1.8 million)Gross proceeds from financing $13 million

Inuvo reported second quarter 2026 net revenue of $7.5 million, a 67% decrease from the prior year, mainly due to an 80% drop in Legacy Search revenue. Audience Modeling revenue grew 19% year over year, reflecting the company's strategic pivot toward its IntentKey platform. The company posted a net loss of $4.0 million, or $0.27 per share, compared to a $1.5 million loss last year. Inuvo completed financing transactions totaling $13 million to strengthen its capital position and expects continued Audience Modeling growth and stabilized Legacy Search revenue for the rest of 2026.

Press release on SEC.gov

DoubleVerify · Aug 6, 2026 · SEC 8-K

DoubleVerify's Q2 revenue rises 3% as Nielsen acquisition announced

Total revenue $193.8 million, +3% YoYNet income $12.9 millionAdjusted EBITDA $65.3 million (34% margin)Cash balance $210 million, no debtActivation revenue $107.7 million, -1% YoYMeasurement revenue $66.8 million, +6% YoY

DoubleVerify reported second quarter 2026 revenue of $193.8 million, up 3% from the prior year. Net income for the quarter was $12.9 million, and adjusted EBITDA reached $65.3 million, representing a 34% margin. The company ended the quarter with $210 million in cash and no debt. DoubleVerify has withdrawn all previously issued financial guidance due to its pending acquisition by Nielsen.

Press release on SEC.gov

Roku · Aug 6, 2026 · SEC 8-K

Roku's Q2 revenue jumps 22%, profits and cash flow hit record highs

Total net revenue $1.35B, +22% YoYPlatform revenue $1.22B, +25% YoYNet income $164M, up 1464% YoYAdjusted EBITDA $254M, +225% YoYFree Cash Flow (TTM) $704M, +80% YoYTotal gross profit $674M, +35% YoY

Roku reported total net revenue of $1.35 billion for Q2 2026, up 22% year over year. Platform revenue grew 25% to $1.22 billion, driven by strong advertising and subscription growth. The company posted net income of $164 million and Adjusted EBITDA of $254 million, both record highs. Free Cash Flow (TTM) reached $704 million, and gross profit rose 35% to $674 million.

Press release on SEC.gov

Taboola · Aug 5, 2026 · SEC 8-K

Taboola beats Q2 guidance, raises 2026 profit outlook as margins expand

Revenue $476.8 million, +2.4% YoYEx-TAC Gross Profit $192.4 million, +11.8% YoYAdjusted EBITDA $55.5 million, +22.8% YoYNet Income $4.3 million (vs. $(4.3) million loss)Adjusted EBITDA Margin 28.8% (up from 26.2%)Raised FY26 Adjusted EBITDA Guidance $228–$240 million

Taboola reported Q2 2026 revenues of $476.8 million, up 2.4% year-over-year. Ex-TAC Gross Profit grew 11.8% to $192.4 million, and Adjusted EBITDA rose 22.8% to $55.5 million. The company swung to a net income of $4.3 million from a net loss of $(4.3) million last year. Taboola raised its full-year 2026 guidance for ex-TAC Gross Profit and Adjusted EBITDA.

Press release on SEC.gov

Clear Channel Outdoor · Aug 5, 2026 · SEC 8-K

Clear Channel Outdoor Q2 revenue up 8.7%, posts net loss ahead of merger

Revenue $438.0M, +8.7% YoYNet income (loss) ($5.0M), down from $10.6M profit in Q2 2025Adjusted EBITDA $143.4M, +11.6% YoYAFFO $44.9M, +61.6% YoYSpain business sale $132.3M purchase priceMerger price per share $2.43 in cash

Clear Channel Outdoor reported Q2 2026 revenue of $438.0 million, an increase of 8.7% from the prior year. The company posted a consolidated net loss of $5.0 million for the quarter, compared to net income of $10.6 million in Q2 2025. Adjusted EBITDA rose 11.6% to $143.4 million. The company completed the sale of its Spain business for $132.3 million and is set to be acquired by Mubadala Capital, with the merger expected to close by the end of Q3 2026. No financial guidance was provided due to the pending merger.

Press release on SEC.gov

Outfront Media · Aug 5, 2026 · SEC 8-K

Outfront Media's Q2 revenue jumps 13.5%, profit surges on World Cup boost

Revenue $522.5 million, +13.5% YoYNet income $77.5 million (Q2 2026), up from $19.5 millionAdjusted OIBDA $160.3 million, +29.2% YoYAFFO $120.8 million, +45.4% YoYDividend $0.33 per share, +10%

Outfront Media reported Q2 2026 revenues of $522.5 million, up 13.5% from the prior year. Net income attributable to the company rose sharply to $77.5 million, compared to $19.5 million last year. Adjusted OIBDA increased 29.2% to $160.3 million, and AFFO climbed 45.4% to $120.8 million. The company raised its quarterly dividend by 10% to $0.33 per share.

Press release on SEC.gov

Criteo · Aug 5, 2026 · SEC 8-K

Criteo's Q2 revenue falls 11%, cuts outlook amid Retail Media headwinds

Revenue $428M, -11% YoYGross Profit $222M, -14% YoYNet Income $12M, -49% YoYAdjusted EBITDA $73M, -18% YoYQ3 Contribution ex-TAC Guidance $237M-$241M, -15% to -14% YoYCash & Equivalents $252M as of June 30, 2026

Criteo reported Q2 2026 revenue of $428 million, down 11% year-over-year, with gross profit falling 14% to $222 million. Net income dropped to $12 million from $23 million a year ago, and diluted EPS was $0.22. The company now expects full-year Contribution ex-TAC to decrease 10-12% at constant currency and guides Q3 Contribution ex-TAC to fall 14-15% year-over-year. Despite lower top-line results, Criteo highlighted strong liquidity and ongoing investments in AI-driven commerce.

Press release on SEC.gov

Cardlytics · Aug 5, 2026 · SEC 8-K

Cardlytics Q2 revenue drops 36%, but margins improve monthly

Revenue $36.9M, -36% YoYNet Loss $(14.9)M (Q2 2026) vs. $(9.3)M (Q2 2025)Adjusted EBITDA $1.7M vs. $3.0M YoYBillings $65.5M, -34% YoYQ3 2026 Revenue Guidance $34.0M - $39.0MMonthly Qualified Users 185.4M, -17% YoY

Cardlytics reported Q2 2026 revenue of $36.9 million, down 36% year-over-year. The company posted a net loss of $(14.9) million, wider than last year's $(9.3) million loss. Adjusted EBITDA was $1.7 million, compared to $3.0 million in Q2 2025. For Q3 2026, Cardlytics expects revenue between $34.0 and $39.0 million and adjusted EBITDA between $0 and $3.0 million.

Press release on SEC.gov

Magnite · Aug 5, 2026 · SEC 8-K

Magnite's Q2 revenue up 11%, CTV ex-TAC surges 36%, raises 2026 outlook

Revenue $192.8 million, up 11% YoYContribution ex-TAC $189.6 million, up 17% YoYCTV Contribution ex-TAC $97.1 million, up 36% YoYNet income $19.4 million, up from $11.1 millionAdjusted EBITDA $70.6 million, up 30% YoY, 37% marginNon-GAAP EPS $0.26, up from $0.20

Magnite reported Q2 2026 revenue of $192.8 million, an 11% increase year-over-year. Contribution ex-TAC grew 17% to $189.6 million, with CTV ex-TAC jumping 36% to $97.1 million. Net income rose to $19.4 million from $11.1 million a year ago, and Adjusted EBITDA climbed 30% to $70.6 million with a 37% margin. The company raised its full-year 2026 guidance for Contribution ex-TAC growth, Adjusted EBITDA growth, and margin.

Press release on SEC.gov

Digital Turbine · Aug 5, 2026 · SEC 8-K/A

Digital Turbine Q1 revenue jumps 27%, raises full-year outlook

Revenue $166.0 million, +27% YoYGAAP Net Loss $11.3 million, $(0.09) per shareNon-GAAP Adjusted Net Income $24.1 million, $0.19 per shareNon-GAAP Adjusted EBITDA $42.5 million, +69% YoYApp Growth Platform Revenue $56.6 million, +56% YoYFull-Year Revenue Guidance $650M–$670M

Digital Turbine reported first quarter fiscal 2027 revenue of $166.0 million, up 27% year-over-year. The company posted a GAAP net loss of $11.3 million, or $(0.09) per share, but achieved non-GAAP adjusted net income of $24.1 million, or $0.19 per share. Non-GAAP adjusted EBITDA rose 69% to $42.5 million. Digital Turbine raised its full-year guidance, now expecting revenue between $650 million and $670 million and non-GAAP adjusted EBITDA between $145 million and $155 million.

Press release on SEC.gov

AppLovin · Aug 5, 2026 · SEC 8-K

AppLovin's Q2 revenue jumps 53% to $1.92B, net income up 55%

Revenue $1,924M, +53% YoYNet Income $1,267M, +55% YoYAdjusted EBITDA $1,614M, +58% YoYFree Cash Flow $863.3M (Q2 2026)Diluted EPS $3.76 (Q2 2026)Q3 2026 Revenue Guidance $2,055M–$2,085M

AppLovin reported second quarter 2026 revenue of $1.92 billion, a 53% increase from the same period last year. Net income for the quarter was $1.27 billion, up 55% year-over-year. Adjusted EBITDA rose 58% to $1.61 billion. For the third quarter, the company expects revenue between $2.06 billion and $2.09 billion, and Adjusted EBITDA between $1.71 billion and $1.74 billion.

Press release on SEC.gov

System1 · Aug 5, 2026 · SEC 8-K

System1 Q2 revenue falls to $30.2M, margins rise with AI product focus

Revenue $30.2 millionGAAP Gross Profit $24.3 million (80% margin)Adjusted Gross Profit $25.5 million (85% margin)GAAP Net Loss $15.3 millionAdjusted EBITDA $1.9 millionStartpage.com user sessions growth 31% YoY

System1 reported Q2 2026 revenue of $30.2 million, down from the prior year, reflecting a planned reduction in marketing spend tied to search monetization. Despite the revenue drop, GAAP gross profit was $24.3 million (80% margin) and adjusted gross profit reached $25.5 million (85% margin), as higher-quality Products business drove most of the results. The company posted a GAAP net loss of $15.3 million but achieved adjusted EBITDA of $1.9 million. No specific financial guidance was provided in the release.

Press release on SEC.gov

Zeta Global · Aug 4, 2026 · SEC 8-K

Zeta Global's Q2 revenue jumps 44%, posts first positive GAAP net income

Q2 Revenue $443 million, +44% YoYGAAP Net Income $8 millionGAAP EPS $0.03Adjusted EBITDA $92 million, margin 20.7%Free Cash Flow $58 million, +73% YoY2026 Revenue Guidance (midpoint) $1,818 million, +39% YoY

Zeta Global reported Q2 2026 revenue of $443 million, up 44% year-over-year and $23 million above the midpoint of its guidance. The company achieved positive GAAP net income of $8 million and GAAP earnings per share of $0.03. Adjusted EBITDA reached $92 million with a margin of 20.7%, and free cash flow was $58 million, up 73% year-over-year. Zeta raised its full-year 2026 revenue guidance to $1,818 million at the midpoint, reflecting 39% year-over-year growth.

Press release on SEC.gov

Digital Turbine · Aug 4, 2026 · SEC 8-K

Digital Turbine Q1 revenue jumps 27%, raises full-year outlook

Revenue $166.0 million, +27% YoYGAAP Net Loss $3.2 million, $(0.03) per shareNon-GAAP Adjusted Net Income $24.1 million, $0.19 per shareNon-GAAP Adjusted EBITDA $42.5 million, +69% YoYApp Growth Platform Revenue $56.6 million, +56% YoYFull-Year Revenue Guidance $650–$670 million

Digital Turbine reported fiscal Q1 2027 revenue of $166.0 million, up 27% year-over-year. The company posted a GAAP net loss of $3.2 million, or $(0.03) per share, but non-GAAP adjusted net income was $24.1 million, or $0.19 per share. Non-GAAP adjusted EBITDA rose 69% to $42.5 million. Digital Turbine raised its full-year guidance, now expecting revenue between $650 million and $670 million and non-GAAP adjusted EBITDA between $145 million and $155 million.

Press release on SEC.gov

Coupang · Aug 4, 2026 · SEC 8-K

Coupang's Q2 revenue rises 4%, but swings to $570M net loss on fines

Total net revenues $8.9B, +4% YoYNet (loss) income attributable to stockholders $(570)M, down $602M YoYNet (loss) income excl. fines $(160)M, down $192M YoYAdjusted EBITDA $163M, -62% YoYProduct Commerce segment net revenues $7.4B, +1% YoYDeveloping Offerings segment net revenues $1.4B, +20% YoY

Coupang reported Q2 2026 net revenues of $8.9 billion, up 4% year-over-year. The company posted a net loss attributable to stockholders of $570 million, a decrease of $602 million from the same period last year, mainly due to $410 million in administrative fines in Korea. Excluding these fines, the net loss was $160 million. Adjusted EBITDA for the quarter was $163 million, down 62% from last year. No forward guidance was provided in the release.

Press release on SEC.gov

Paramount · Aug 4, 2026 · SEC 8-K

Paramount raises 2026 outlook as Paramount+ hits 81.6M subs, revenue up 16%

Paramount+ subscribers 81.6 million (+~2M in Q2)Paramount+ revenue growth +16% YoY in Q2Adjusted EBITDA 2026 outlook $3.8-$3.9B (12.8% margin)Free cash flow conversion outlook at least 10%TV Media revenue change YTD -7%TV Media profitability change +14% vs. 1H 2025

Paramount reported its best-ever quarter for Paramount+ retention, adding approximately 2 million new subscribers in Q2 to reach 81.6 million globally. Paramount+ revenue grew 16% year-over-year in Q2, with double-digit growth in total engagement and strong performance from live sports and original content. The company raised its full-year 2026 adjusted EBITDA outlook to $3.8-$3.9 billion (12.8% margin) and now expects free cash flow conversion of at least 10%. TV Media revenue is down 7% year-to-date, but profitability in that segment increased 14% compared to the first half of 2025.

Press release on SEC.gov

Snap · Aug 3, 2026 · SEC 8-K

Snap's Q2 revenue jumps 19% as losses narrow, free cash flow turns positive

Revenue $1,599 million, +19% YoYNet loss $164 million (vs. $263 million loss a year ago)Adjusted EBITDA $250 million (vs. $41 million a year ago)Free Cash Flow $121 million (vs. $24 million a year ago)Operating cash flow $176 million (vs. $88 million a year ago)Monthly Active Users 971 million

Snap reported second quarter 2026 revenue of $1,599 million, up 19% year-over-year. The company posted a net loss of $164 million, an improvement from a $263 million loss a year ago. Adjusted EBITDA rose sharply to $250 million from $41 million, and free cash flow increased to $121 million from $24 million. Snap did not provide specific Q3 guidance in the release, but said it would discuss its outlook during its earnings call.

Press release on SEC.gov

Apple · Jul 30, 2026 · SEC 8-K

Apple's Q3 revenue jumps 16% to record $109.4B, EPS up 29%

Revenue $109.4B, +16% YoYDiluted EPS $2.02, +29% YoYNet Income $29.8BGross Margin 50.1%Dividend $0.27 per shareiPhone Revenue $54.3B

Apple reported record third quarter revenue of $109.4 billion, up 16% year over year. Diluted earnings per share reached $2.02, a 29% increase from the prior year, with both revenue and EPS setting new June quarter records. Net income for the quarter was $29.8 billion. The company declared a cash dividend of $0.27 per share, payable on August 13, 2026.

Press release on SEC.gov

Reddit · Jul 30, 2026 · SEC 8-K

Reddit's Q2 revenue surges 61% to $805M, net income more than doubles

Revenue $805 million, +61% YoYNet income $253 million, 31% marginAdjusted EBITDA $343 million, 43% marginOperating cash flow $262 millionDaily Active Uniques (DAUq) 130.3 million, +18% YoYAdvertising revenue $762 million, +64% YoY

Reddit reported Q2 2026 revenue of $805 million, up 61% year-over-year. Net income reached $253 million, with a net margin of 31%, more than doubling from the prior year. Adjusted EBITDA was $343 million, representing a 43% margin, and free cash flow was $261 million. The company ended the quarter with $2.8 billion in cash, cash equivalents, and marketable securities.

Press release on SEC.gov

Meta · Jul 29, 2026 · SEC 8-K

Meta's Q2 revenue jumps 28% but profit falls as costs surge

Revenue $60.80B, +28% YoYNet income $15.85B, -14% YoYDiluted EPS $6.18, -13% YoYOperating margin 31% (was 43% last year)Costs and expenses $42.03B, +55% YoYQ3 revenue guidance $61-64B

Meta reported Q2 2026 revenue of $60.80 billion, up 28% year-over-year. Net income declined 14% to $15.85 billion, with diluted EPS at $6.18, down 13% from last year. Operating margin dropped to 31% as costs and expenses rose 55%, including $2.4 billion in legal charges and $1.18 billion in severance. For Q3, Meta expects revenue between $61-64 billion and raised its full-year expense outlook to $165-169 billion.

Press release on SEC.gov

Omnicom · Jul 28, 2026 · SEC 8-K

Omnicom reports Q2 results for 2026

Omnicom Group Inc. filed its quarterly earnings for the period ended July 28, 2026. The press release itself does not include any specific financial figures such as revenue, profit, or guidance. As a result, no details on growth, profitability, or outlook are available from this filing.

Press release on SEC.gov

TransUnion (Neustar) · Jul 28, 2026 · SEC 8-K

TransUnion beats Q2 guidance, raises 2026 outlook as revenue jumps 15%

Revenue $1,310 million, +15% YoYNet income attributable to TransUnion $143 million (Q2 2026), up from $110 million (Q2 2025)Diluted earnings per share $0.74, up from $0.56 in Q2 2025Adjusted EBITDA $456 million, +12% YoYShare repurchases YTD Approximately $150 millionRaised full-year 2026 revenue growth guidance 12% to 13% (8% to 9% organic constant currency)

TransUnion reported second quarter 2026 revenue of $1,310 million, up 15% year-over-year, exceeding its own guidance. Net income attributable to TransUnion was $143 million, with diluted earnings per share of $0.74, both higher than the prior year. Adjusted EBITDA rose 12% to $456 million, and the company increased its share repurchases to $150 million year-to-date. TransUnion raised its full-year 2026 guidance, now expecting 12% to 13% revenue growth and 11% to 12% adjusted diluted EPS growth.

Press release on SEC.gov

Google (Alphabet) · Jul 22, 2026 · SEC 8-K

Alphabet's Q2 revenue jumps 24% as Google Cloud surges 82%

Revenue $119.8B, +24% YoYNet income available to common stockholders $112.1B, +298% YoYDiluted EPS $9.11, +294% YoYGoogle Cloud revenue $24.8B, +82% YoYGoogle Services revenue $94.5B, +15% YoYOperating margin 34%, up 2 percentage points

Alphabet reported Q2 2026 revenues of $119.8 billion, up 24% year-over-year, marking its 12th straight quarter of double-digit growth. Net income available to common stockholders soared 298% to $112.1 billion, with diluted EPS rising 294% to $9.11. Google Cloud revenues accelerated by 82% to $24.8 billion, while Google Services revenues climbed 15% to $94.5 billion. The company also reported a net gain of $98.0 billion in other income, mainly from unrealized gains on equity securities.

Press release on SEC.gov