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01/11 18:29
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call indicates declining revenues in key areas and a weak revenue guidance for Q3 2025, suggesting ongoing challenges. Although adjusted EBITDA exceeded expectations, the lack of specific guidance for 2026 and vague management responses create uncertainty. The macroeconomic environment also poses risks. While partnerships with Instacart and DoorDash show potential, they may not offset the overall negative sentiment. The decline in gross margins and cautious client behavior further contribute to a negative outlook. Without a significant positive catalyst, the stock is likely to experience a negative movement.
The earnings call summary shows moderate financial growth and a focus on strategic initiatives like CPID and partnerships with large CPG companies. However, concerns about supply constraints, missed guidance, and unclear timelines for growth reacceleration create uncertainties. The Q&A reveals enthusiasm for new pilots and partnerships, but also highlights challenges with client budgets and economic conditions. Overall, the mixed signals and conservative guidance result in a neutral sentiment.
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