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EBITDA by Segment
Breaks down earnings before interest, taxes, depreciation, and amortization for each business segment, offering a clear view of profitability and operational efficiency across different areas.Applications & Commerce is the clear growth engine—its EBITDA has accelerated and is meaningfully closing the gap with the historically larger Core Platform, driving the company’s margin expansion. Management’s call backs this: A&C delivered stronger ARR, higher ARPU and early Airo monetization, while Core Platform shows low-single-digit growth and booking softness. That makes future upside dependent on sustaining A&C monetization and AI scale; any weakness in Core bookings or heavier promotional spend could blunt overall EBITDA momentum.
Date | Applications and Commerce | Core Platform |
|---|---|---|
Jun 30, 2026 | $241.10M | $261.90M |
Mar 31, 2026 | $225.20M | $253.50M |
Dec 31, 2025 | $234.30M | $270.40M |
Sep 30, 2025 | $219.90M | $258.50M |
Jun 30, 2025 | $205.80M | $246.10M |
Mar 31, 2025 | $196.90M | $235.30M |
Dec 31, 2024 | $206.20M | $256.50M |
Sep 30, 2024 | $194.60M | $239.00M |
Jun 30, 2024 | $176.60M | $219.50M |
Mar 31, 2024 | $161.90M | $216.70M |