Q1 2026 revenue grew 12% year-over-year to $689 million, driven by strong client demand, strategic upgrades, and increased utilization of value-added services.
Net income was $40 million, down from $51 million in Q1 2025, primarily due to higher operating expenses and increased tax provision, resulting in a 6% net income margin.
Adjusted EBITDA was $206 million (30% margin), nearly flat year-over-year, as higher costs offset revenue growth.
The company emphasized innovation in AI, retail media, and omnichannel capabilities, with continued investment in technology and international expansion.
Customer retention remained above 95% for the quarter, continuing a decade-long trend.
Q1 2026 revenue reached $689 million, up $73 million (12%) year-over-year.
Adjusted EBITDA was $206 million (30% margin); net income was $40 million (6% of revenue), or $0.08 per diluted share.
Adjusted net income was $134 million, or $0.28 per diluted share.
Net cash from operating activities was $392 million; free cash flow was $276 million, up 20% year-over-year.
Cash and cash equivalents were $878 million, with $528 million in short-term investments as of March 31, 2026.
$164 million was used for share repurchases in Q1 2026; $327 million remains authorized.
Q2 2026 revenue expected to be at least $750 million; adjusted EBITDA guidance is approximately $260 million.
Full-year 2026 adjusted EBITDA margin expected to be at least 40%, in line with 2025.
Continued investment in platform operations, technology, and international expansion may pressure near-term profitability.
Headcount growth to remain below revenue growth, prioritizing productivity and operating leverage.
Management believes existing liquidity and cash flow are sufficient for at least the next 12 months.
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