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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Boku
Boku (BOKU) investor relations material
Boku H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary23 Sep, 2026
Executive summary
Achieved 11% underlying revenue growth and a 29.4% adjusted EBITDA margin for H1 2026, demonstrating resilient financial performance despite isolated headwinds.
Strategic progress included the launch of a channel partnership with Stripe, expansion into new markets, and the addition of 10 new local payment methods (LPMs).
Bundling revenue grew 39%, now representing 14% of group revenue and serving 51 million subscribers, up 21% year-over-year.
Strengthened leadership team with key hires in commercial, product, data, and AI roles.
Maintained a strong, debt-free balance sheet with $84.6 million in own cash.
Financial highlights
Underlying revenue grew 11% year-over-year to $66.5 million, excluding $3.4 million of non-recurring launch phase pricing from H1 2025; headline growth was 5%.
Adjusted EBITDA was $19.6 million, up 7% underlying, with a 29.4% margin.
Free cash flow of just over $11 million generated in H1; $23.6 million returned via share buybacks.
Total Payment Volume increased 16% to $8.6 billion, despite $200 million in one-off headwinds.
Operating profit was $4.8 million, down from $11.9 million in H1 2025, due to higher operating expenses and exceptional items.
Outlook and guidance
Full-year 2026 guidance reiterated: revenue between $135 million and $142 million, adjusted EBITDA between $38 million and $42 million.
Three-year CAGR to December 2026 projected at 18-20%.
Trading since period end has been in line with expectations; all delayed connections have now gone live.
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Latest events from Boku
- H1 2026 revenue rose 11% year-over-year, but FY26 guidance was revised downward.BOKU
Q2 2026 TU - Record revenue and EBITDA growth driven by digital wallets, bundling, and strong cash flow.BOKUH2 2025
- FY 2025 saw 29% revenue growth, strong cash gains, and robust expansion in digital payments.BOKUQ4 2025 TU
- LPMs to reach 60% of eCommerce by 2028; 20%+ revenue CAGR and 30%+ EBITDA margin targeted.BOKUInvestor Day 2025
- H1 2025 revenue up 34%, adjusted EBITDA up 53%, with strong growth in Digital Wallets and A2A.BOKUH1 2025
- H1 2025 revenue up 34%, digital wallet revenue up 90%, and adjusted EBITDA up 50%.BOKUTrading Update
- Revenue up 24%, EBITDA margin above 30%, and digital wallets and A2A now 25% of revenue.BOKUH1 2024
- Revenues rose 23% and monthly active users surged 30% in H1 2024, driven by digital payments growth.BOKUTrading Update
- Revenue up 24% and EBITDA up 22%, with >20% growth and margin accretion expected.BOKUH2 2024
Boku
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Frequently asked questions
Boku, Inc. specializes in providing a global mobile payments network that incorporates various digital payment solutions including mobile wallets, real-time payment schemes, and direct carrier billing aimed at global merchants. The company's offerings help merchants to attract new customers by facilitating online payments from a vast number of consumers who prefer not to use credit cards. Boku's services are widely utilized in sectors such as technology, ecommerce, fintech, and by mobile app providers. The company's mobile-first payment network is designed to standardize different payment types on a global scale through a single integration. Boku also offers Trident, a bundling platform particularly aimed at streaming services, enhancing subscription models for video on demand, music, and cloud gaming services. The company is headquartered in San Francisco, California, and its shares are listed on the London Stock Exchange under the ticker symbol BOKU.