Pattern Group Earnings Call Transcripts
Fiscal Year 2026
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Q2 2026 saw revenue rise 47% year-over-year to $877M and adjusted EBITDA up 54% to $54M, with NRR at a record 129%. International and non-Amazon revenues surged, and the full-year outlook was raised for both revenue and EBITDA. Cash flow and liquidity remain strong.
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Strong growth with 127% net revenue retention and rapid expansion in SaaS logistics and international markets. Proprietary AI and logistics technology drive scale, efficiency, and deep brand partnerships, while new interfaces and product photography automation position the company for future industry leadership.
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Pattern is scaling as a leading e-commerce accelerator, expanding beyond Amazon into global marketplaces and new categories, while leveraging AI and advanced logistics to drive efficiency and growth. SaaS and technology-driven revenues are rising, and the company is positioning for future agentic commerce trends.
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Q1 2026 saw record revenue and EBITDA growth, driven by strong international and non-Amazon marketplace expansion, robust NRR, and operational efficiencies. Full-year guidance was raised, reflecting confidence in continued momentum, technology investment, and broad-based demand.
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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.