Strong Revenue Growth:
Revenue rose 11% year over year in Q2 2026, while contribution ex‑TAC increased 17% and management raised full‑year 2026 growth targets. Recent periods also show steady gains, including FY2025 revenue up about 7% and contribution ex‑TAC up 10%.
Profitability:
Adjusted EBITDA grew 30% year over year in Q2 2026 with a 37% margin, and net income increased to $19.4M from $11.1M. FY2025 adjusted EBITDA rose 18%, indicating expanding operating leverage.
Strong Market Position & Advantage:
CTV momentum is supported by broad‑based publisher demand and SpringServe differentiation, with CTV contribution ex‑TAC up 36% to $97.1M and reaching 51% of total. Company materials consistently position the firm as the largest independent SSP and a top player in CTV.
