Pattern Group Earnings Call Transcripts
Fiscal Year 2026
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Pattern leverages advanced data science and AI to optimize brand performance across 61 digital marketplaces, with a focus on agentic commerce and platform-agnostic strategies. Net revenue retention and margins are rising, supported by logistics innovation, disciplined inventory management, and expansion into new categories and geographies.
Fiscal Year 2025
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Record 2025 revenue of $2.5B (up 39%) and NRR of 124% were driven by international, non-Amazon, and SaaS/logistics growth. 2026 guidance targets $3.1B+ revenue and increased R&D investment, with a $100M share repurchase program and two strategic M&A deals expanding capabilities.
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Q3 2025 saw record revenue, NRR, and adjusted EBITDA, with strong growth in non-Amazon and international channels. Guidance for Q4 and full-year 2025 anticipates continued high growth and margin improvement, supported by investments in AI and technology.