Bending Spoons earnings date
Want to see BSP full AI Analyst Report?
Bending Spoons (BSP) Q2 2026 Earnings Report
BSP Q2 2026 EPS Results
- Actual EPS
- $0.46
- Consensus EPS
- $0.24
- Beat/Miss
- Beat by +$0.22
- One Year Ago EPS
- $0.11
BSP Q2 2026 Revenue Results
- Actual Revenue
- $704.15M
- Expected Revenue
- $682.82M
- Beat/Miss
- Beat by +$21.33M
- YoY Revenue Growth
- ―
Earnings Announcement Details
- Quarter
- Q2 2026
- Date
- 08/13/2026
- Time
- Before Open
- Conference Call
- Thursday, August 13, 2026
Bending Spoons's next earnings date is estimated for November 20, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
The call presented a strong performance quarter with triple-digit revenue and adjusted operating income growth, meaningful margin expansion, substantial AI-driven productivity gains and continued M&A momentum supported by new financing and IPO proceeds. However, there are notable near-term risks including modest organic growth, declines in some portfolio businesses (Remini and Splice), elevated leverage and rising interest expense, and potential operational capacity constraints from rapid acquisition activity. Management emphasized they have financing and operational plans to address these risks while retaining flexibility.
Management guided Q3 revenue of $733–$745 million and adjusted operating income of $380–$400 million (implying an adjusted operating income margin of roughly 51.0%–54.6%), and full‑year revenue of $2.78–$2.82 billion with adjusted operating income of $1.46–$1.51 billion (implied margin ~51.8%–54.4%); this outlook is based on the businesses owned today, excludes any contribution from the pending Airtable acquisition expected to close this year, and does not assume future acquisitions (for context, Q2 revenue was $704 million with adjusted operating income of $381 million, a 54% margin).
- Strong Revenue GrowthTotal revenue of $704 million in Q2 2026, up 126% year-over-year.
- Expanding Profitability and MarginsOperating income of $240 million, up 139% YoY with a 34% operating margin; adjusted operating income of $381 million, up 150% YoY with a 54% adjusted operating margin (expanding 2 and 5 percentage points respectively).
- Earnings Per Share AccelerationDiluted EPS of $0.28, up 163% YoY; adjusted EPS of $0.46, up 167% YoY.
- Product and Technology ProgressReleased more than 70 product improvements across AOL, Eventbrite and Vimeo in the quarter; Eventbrite alone shipped ~40 improvements and improved platform reliability and creator tools (page load times ~40% faster).
- AI-Driven Operational ProductivityLaunched Alt-Spooner to all employees; processed over 100 billion tokens in its first 3 weeks. Revenue per Spooner exceeded $4 million on an annualized basis, demonstrating sizable productivity gains.
- Successful M&A Activity and PipelineCompleted Tractive acquisition (EV $759 million) and agreed to acquire Airtable (EV $1.29 billion); since 2023 deployed nearly $6 billion across 15 acquisitions and identified >1,000 potential targets representing ~$400 billion revenue in 2025.
- Improved Capital Position and Financing FlexibilityEntered new term loan and revolver facilities during and after Q2 (aggregate euro term loans and revolver increases of several hundred million EUR) and raised $1.10 billion net proceeds from IPO, providing funding for Airtable and M&A optionality.
- Cash Generation and Low Capital ExpenditureNet cash from operating activities of $254 million in the first half of 2026 against capital expenditures of $4 million.
- Operational Monetization WinsAOL advertising outperformed expectations; Eventbrite advertising monetization improved ~20% and paid user acquisition spend reduced by ~30% without degrading top-of-funnel metrics.
- Credible FY and Q3 GuidanceProvided Q3 revenue guidance of $733–745 million and adjusted operating income $380–400 million; full-year revenue guidance $2.78–2.82 billion and adjusted operating income $1.46–1.51 billion (excluding Airtable contribution).
BSP Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Nov 20, 2026 | 2026 (Q3) | 0.32- | ― | ― | ― |
| Aug 13, 2026 | 2026 (Q2) | 0.240.46 | 0.1 | 338.10% (+0.35) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
