Recent results, explained
Marchex Q2 revenue dips, but profitability improves post-Archenia acquisition
Q2 2026 Revenue $11.0 millionQ2 2025 Revenue $11.7 millionQ2 2026 Net Loss $0.4 million or $(0.01) per diluted shareQ2 2026 Adjusted EBITDA $0.7 million (includes $1.0 million in related costs)Pro Forma Q2 2026 Revenue $15.5 millionQ3 2026 Pro Forma Revenue Outlook $16.0–$16.5 million
Marchex reported Q2 2026 revenue of $11.0 million, down from $11.7 million in Q2 2025. The company posted a net loss of $0.4 million, compared to net income of $0.1 million a year earlier. Adjusted EBITDA improved to $0.7 million, up from $0.6 million, and would have been $1.7 million excluding $1.0 million in reorganization and acquisition costs. Looking ahead, pro forma combined revenue for Q3 2026 is expected to be $16.0–$16.5 million, with adjusted EBITDA of $2.3–$2.5 million.
Press release on SEC.gov
Inuvo · Aug 11, 2026 · SEC 8-K
Inuvo Q2 revenue drops 67% as Legacy Search shrinks, IntentKey grows 19%
Net revenue $7.5 million, -67% YoYAudience Modeling revenue growth +19% YoYLegacy Search revenue decline -80% YoYNet loss $4.0 million ($0.27 per share)Adjusted EBITDA ($1.8 million) lossGross profit $3.3 million
Inuvo reported second quarter 2026 net revenue of $7.5 million, a 67% decrease from the prior year, mainly due to an 80% drop in Legacy Search revenue. Audience Modeling revenue, however, grew 19% year-over-year, reflecting the company's strategic shift toward its IntentKey AI platform. The company posted a net loss of $4.0 million, or $0.27 per share, compared to a $1.5 million loss last year. Inuvo expects continued Audience Modeling growth and stabilized Legacy Search revenue for the rest of 2026.
Press release on SEC.gov
DoubleVerify Q2 revenue up 3%, Nielsen to acquire company
Total revenue $193.8 million, +3% YoYActivation revenue $107.7 million, -1% YoYMeasurement revenue $66.8 million, +6% YoYSupply-side revenue $19.3 million, +13% YoYNet income $12.9 millionAdjusted EBITDA margin 34%
DoubleVerify reported second quarter 2026 revenue of $193.8 million, a 3% increase from the prior year. Net income was $12.9 million, and adjusted EBITDA reached $65.3 million, representing a 34% margin. The company ended the quarter with a cash balance of $210 million and no debt. DoubleVerify announced it will be acquired by Nielsen and has withdrawn all financial guidance during the transaction period.
Press release on SEC.gov
Teads' Q2 revenue drops 17%, suspends 2026 guidance amid Direct Response headwinds
Revenue $284.6M, -17% YoYNet loss $42.5M (vs. $14.3M loss in Q2 2025)Adjusted EBITDA $7.0M, -74% YoYCTV revenue growth 67% YoYNet cash from operating activities $9.2M, -63% YoYGuidance 2026 guidance suspended
Teads reported Q2 2026 revenue of $284.6 million, down 17% from the prior year. The company posted a net loss of $42.5 million, widening from a $14.3 million loss last year, and adjusted EBITDA fell to $7.0 million from $27.0 million. Cash from operating activities dropped 63% to $9.2 million. Due to volatility in its Direct Response and SME business, Teads has suspended its full-year 2026 guidance.
Press release on SEC.gov
Taboola beats Q2 guidance, raises 2026 profit outlook
Revenue $476.8 million, +2.4% YoYEx-TAC Gross Profit $192.4 million, +11.8% YoYAdjusted EBITDA $55.5 million, +22.8% YoYNet Income $4.3 million (vs. $(4.3) million loss)Q3 2026 Revenue Guidance $460 - $473 millionFY 2026 Adjusted EBITDA Guidance $228 - $240 million
Taboola reported Q2 2026 revenues of $476.8 million, up 2.4% from last year. Ex-TAC Gross Profit grew 11.8% to $192.4 million, and Adjusted EBITDA rose 22.8% to $55.5 million. The company posted net income of $4.3 million, reversing a net loss of $(4.3) million a year ago. Taboola raised its full-year 2026 guidance for ex-TAC Gross Profit and Adjusted EBITDA.
Press release on SEC.gov
System1 Q2 revenue falls sharply, but gross margin climbs to 85%
Revenue $30.2 millionAdjusted Gross Profit $25.5 million, margin of 85%GAAP Net Loss $15.3 millionAdjusted EBITDA $1.9 millionStartpage.com user sessions growth 31% YoYStartpage mobile app sessions growth 63% YoY
System1 reported Q2 2026 revenue of $30.2 million, down significantly from the prior year. Despite the drop, adjusted gross profit reached $25.5 million with a strong margin of 85%. The company posted a GAAP net loss of $15.3 million, but achieved positive adjusted EBITDA of $1.9 million. No financial guidance was provided in the release.
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Snap · Aug 3, 2026 · SEC 8-K
Snap Q2 revenue jumps 19%, narrows net loss, free cash flow turns positive
Revenue $1,599 million, +19% YoYNet loss $164 million (vs. $263 million prior year)Adjusted EBITDA $250 million (vs. $41 million prior year)Free Cash Flow $121 million (vs. $24 million prior year)Operating cash flow $176 million (vs. $88 million prior year)Monthly Active Users 971 million
Snap reported Q2 2026 revenue of $1,599 million, up 19% year-over-year from $1,345 million. The company posted a net loss of $164 million, an improvement from last year's $263 million loss. Adjusted EBITDA surged to $250 million from $41 million, and free cash flow rose to $121 million from $24 million. Snap did not provide specific Q3 guidance in the release, stating it would discuss its outlook during the earnings call.
Press release on SEC.gov
People Inc. Q2 revenue dips 1%, but digital and net earnings surge
Total Revenue $436.7M, -1% YoYDigital Revenue $289.9M, +6% YoYNet Earnings $506.9M, +140% YoYAdjusted EBITDA $55.9M, +15% YoYOperating Loss $14.3M (vs. $7.5M loss in Q2 2025)Unrealized Gain on MGM Investment $721.7M, +135% YoY
People Inc. (formerly IAC) reported Q2 2026 revenue of $436.7 million, down 1% year-over-year. Digital revenue grew 6% to $290 million, while total Adjusted EBITDA rose 15% to $55.9 million. The company posted a net earnings jump to $506.9 million, largely due to a $721.7 million unrealized gain on its MGM investment. Operating loss widened to $14.3 million, but digital operating income and margins improved. No explicit forward guidance was provided in the release.
Press release on SEC.gov
GoDaddy Q2 revenue rises 7%, profit and cash flow climb on AI momentum
Total Revenue $1.3 billion, up 7% YoYNet Income $240.1 million, up 20% YoYFree Cash Flow $443.5 million, up 13% YoYAiro Bookings Run Rate $50 million, up from $10 million last quarterQ3 Revenue Guidance $1.315B–$1.335B (+5% YoY at midpoint)Full-Year Revenue Guidance $5.215B–$5.255B (+6% YoY at midpoint)
GoDaddy reported Q2 2026 revenue of $1.3 billion, up 7% year-over-year. Net income grew 20% to $240.1 million, and free cash flow increased 13% to $443.5 million. The company highlighted strong adoption of its AI-powered Airo product, with annualized bookings run rate reaching $50 million. For Q3, GoDaddy expects revenue between $1.315 billion and $1.335 billion, and reaffirmed full-year revenue guidance of $5.215 billion to $5.255 billion, representing 6% growth at the midpoint.
Press release on SEC.gov
Microsoft Q4 revenue jumps 18%, beats expectations on cloud and AI gains
Revenue $90.0B, +18% YoYNet Income (GAAP) $35.8B, +31% YoYDiluted EPS (GAAP) $4.81, +32% YoYMicrosoft Cloud Revenue $59.3B, +27% YoYSearch Advertising Revenue ex-TAC +10% YoYCommercial Remaining Performance Obligation $678B, +84% YoY
Microsoft reported Q4 revenue of $90.0 billion, up 18% year-over-year, with net income rising 31% to $35.8 billion on a GAAP basis. Diluted earnings per share reached $4.81, up 32%. The company stated it exceeded expectations across revenue, operating income, and EPS, helped by a $3.2 billion gain from its Anthropic investment and lower-than-expected expenses. Microsoft Cloud revenue was $59.3 billion, up 27%, and search advertising revenue excluding TAC grew 10%.
Press release on SEC.gov
Meta's Q2 revenue jumps 28%, but profit falls on higher costs
Revenue $60.80B, +28% YoYNet income $15.85B, -14% YoYCosts and expenses $42.03B, +55% YoYDiluted EPS $6.18, -13% YoYAd impressions +14% YoYAverage price per ad +12% YoY
Meta reported second quarter 2026 revenue of $60.80 billion, up 28% year-over-year. Net income fell 14% to $15.85 billion, as costs and expenses surged 55% to $42.03 billion, including $2.4 billion in legal charges and $1.18 billion in severance. Diluted EPS was $6.18, down from $7.14 a year ago. For Q3, Meta expects revenue between $61-64 billion and raised its full-year expense outlook to $165-169 billion.
Press release on SEC.gov
Alphabet Q2 revenue jumps 24%, Google Cloud up 82% as AI demand surges
Revenue $119.8B, +24% YoYGoogle Cloud revenue $24.8B, +82% YoYNet income available to common stockholders $112.1B, +298% YoYDiluted EPS $9.11, +294% YoYGoogle Services revenue $94.5B, +15% YoYOperating margin 34%, up 2 percentage points
Alphabet reported Q2 2026 revenue of $119.8 billion, up 24% year-over-year, marking its 12th straight quarter of double-digit growth. Net income available to common stockholders soared 298% to $112.1 billion, with diluted EPS rising 294% to $9.11. Google Cloud revenue accelerated 82% to $24.8 billion, driven by strong enterprise AI demand, while Google Services revenue grew 15% to $94.5 billion. The company announced quarterly dividends for both preferred and common stock.
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Inuvo · May 14, 2026 · SEC 8-K
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Snap · May 6, 2026 · SEC 8-K
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Snap · Apr 15, 2026 · SEC 8-K
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Inuvo · Mar 5, 2026 · SEC 8-K
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Snap · Feb 4, 2026 · SEC 8-K
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