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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Fiverr
Fiverr (FVRR) investor relations material
Fiverr Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary29 Jul, 2026
Executive summary
Q2 2026 marked a transitional period with ongoing compression in high-volume, low-value transactional work due to rapid AI adoption, while high-value projects grew to 15% of gross order value and are expected to increase further.
Strategic shift underway from transactional marketplace to a trusted platform for higher-value projects, leveraging proprietary technology for better client-talent matching and fulfillment.
Early signs of success in upmarket transition: 13% year-over-year growth in clients completing $1,000+ projects on a trailing twelve-month basis.
Operational investments target four pillars: up-market shift, advanced matching infrastructure, active fulfillment platform, and targeted demand acquisition.
Infrastructure upgrades, including deployment of a proprietary Knowledge Graph, aim to improve matching and project outcomes for higher-value work.
Financial highlights
Q2 2026 revenue was $97.8 million, down 10% year-over-year, primarily due to a decline in low-value transactional work; marketplace revenue fell 15.5% to $63.1 million.
Adjusted EBITDA was $17.5 million (margin 17.9%), down 18.3% year-over-year.
Annual active buyers declined 21.9% year-over-year to 2.7 million, but annual spend per buyer rose 15.6% to $368.
Services revenue grew 2% year-over-year to $34.6 million.
Free cash flow for the quarter was $13.6 million; total cash and investments stood at $308.5 million.
Outlook and guidance
Q3 2026 revenue expected between $80 million-$88 million, representing -26% to -18% year-over-year growth; Adjusted EBITDA between $8 million-$12 million.
Full year 2026 revenue expected in the range of $356 million-$372 million (-17% to -14% year-over-year), with Adjusted EBITDA of $52 million-$62 million.
Guidance revised downward due to AI-related demand and traffic headwinds, especially in categories exposed to automation.
Management expects at least six quarters for meaningful financial impact from the transformation to materialize.
Detail the nature of recent AI traffic headwinds
Impact of Knowledge Graph on matching quality
Drivers of the growth in services revenue from services
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Latest events from Fiverr
- AI-powered upmarket strategy drives revenue growth, margin expansion, and strong cash flow.FVRR
Company presentation29 Jul 2026 - AI-driven innovation and upmarket expansion fuel growth amid challenging SMB conditions.FVRR53rd Annual JPMorgan Global Technology, Media and Communications Conference8 Jul 2026
- 2026 guidance signals a revenue decline as focus shifts to high-value, AI-driven projects.FVRRQ4 20258 Jul 2026
- Q3 revenue and profitability exceeded expectations, with strong take rate expansion and raised guidance.FVRRQ3 202430 Jun 2026
- AI-driven transformation accelerates high-value freelance growth and operational agility.FVRRJ.P. Morgan 54th Annual Global Technology, Media and Communications Conference18 May 2026
- Investments in AI and matching tech target growth in complex projects and high-value clients.FVRR21st Annual Needham Technology, Media, & Consumer Conference13 May 2026
- Strong Q1 execution and high-value project growth led to a raised FY 2026 Adjusted EBITDA outlook.FVRRQ1 202630 Apr 2026
- Q2 saw strong revenue and margin growth, with new products and AutoDS fueling future gains.FVRRQ2 20242 Feb 2026
- Upmarket expansion, AI innovation, and value-added services drive growth and margin targets.FVRRGoldman Sachs Communacopia + Technology Conference21 Jan 2026
Next Fiverr earnings date
Q3 20264 Nov, 2026
Fiverr
Next Fiverr earnings date
Q3 20264 Nov, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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