Bending Spoons Q2 Revenue Jumps 126% to $704M; Guides FY26 Revenue to $2.8B

summarizeSummary

Bending Spoons reported Q2 2026 revenue of $704 million, up 126% year-over-year, with operating income of $240 million. The company guided full-year 2026 revenue to $2.78-2.82 billion and Adjusted Operating Income to $1.46-1.51 billion, while carrying $4.09 billion in net debt.

check_boxKey Events · Earnings and Guidance · BSP

• Q2 Revenue Up 126%

  Revenue reached $704 million in Q2 2026, up from $311 million in Q2 2025, driven primarily by acquisitions including AOL, Eventbrite, and Tractive.

• Operating Income Up 139%

  Operating income grew to $240 million from $101 million a year earlier, with operating margin expanding to 34% from 32%.

• Full-Year Guidance Issued

  Company forecasts FY2026 revenue of $2.78-2.82 billion (114% growth at midpoint) and Adjusted Operating Income of $1.46-1.51 billion (142% growth at midpoint).

• Net Debt at $4.09 Billion

  Leverage ratio stood at 2.4x at quarter end, with $793 million in cash and $1.28 billion of undrawn revolving credit capacity.

auto_awesomeAnalysis · BSP · Technology

A strong second quarter saw revenue climb 126% to $704 million and operating income rise 139% to $240 million, powered by the company's acquisition-heavy strategy. Full-year 2026 guidance of $2.78-2.82 billion in revenue and $1.46-1.51 billion in Adjusted Operating Income points to continued triple-digit growth. The balance sheet, however, carries significant leverage with net debt of $4.09 billion and a leverage ratio of 2.4x, reflecting the cost of its aggressive M&A program. These results and guidance offer investors a first look at the company's post-IPO operating trajectory and the financial impact of recent acquisitions including AOL, Eventbrite, and Tractive.