Q2'26 EARNINGS HIGHLIGHTS Revenue: $3.58B (Est. $3.45B) ; +34% YoY GMV: $115.6B (Est. $112.12B) ; from $87.8B Operating Income: $488M; +68% YoY MRR: $221M (Est. $219.1M) Q3 Guide: Revenue Growth: low-thirties % YoY Gross Profit $ Growth: mid-to-high twenties % YoY Opex: 33%-34% of revenue SBC: $150M FCF Margin: high-teens to low-twenties % Segment Net Revenue: Subscription Solutions: $802M; from $656M Merchant Solutions: $2.78B; from $2.02B Other Q2 Metrics: Gross Profit: $1.71B; from $1.30B FCF: $654M FCF Margin: 18%; from 16% Comments: “more than 30% growth in GMV AND revenue AND gross profit AND free cash flow” “GMV growth accelerated on top of last year’s already strong Q2 with solid results across all merchant sizes, channels, and geographies.”
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