)
Falcon's Beyond Global (FBYD) investor relations material
Falcon's Beyond Global Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 revenue was $7.289M, up 80% YoY from $4.054M; 9M revenue reached $18.283M vs. $8.311M.
Q3 net loss narrowed to $7.663M from $10.412M; 9M net loss was $1.860M vs. $6.608M net income in 2025.
9M operating cash flow was positive $2.114M, but a $9.3M working capital deficit and ongoing funding needs leave substantial doubt about going concern.
Q3 Adjusted EBITDA loss improved to $7.358M from $7.686M; 9M loss was $18.793M vs. $17.540M.
Financial highlights
Q3 operating loss narrowed to $3.364M from $3.684M; 9M operating income was $2.863M vs. an $11.372M loss, including a reported $15.1M transaction credit from reversal of previously accrued Business Combination expenses.
Q3 net loss attributable to common stockholders was $3.858M; loss per share was $0.09 vs. $0.13 YoY.
9M loss per share was $0.05 vs. $0.07 in 2025.
Q3 share of loss from equity-method investments was $4.146M vs. $6.840M; 9M share of loss was $4.209M vs. a $14.944M gain.
Outlook and guidance
Remaining performance obligations were $28.0M at September 30; 93% is expected to be recognized as revenue within 12 months.
Contracted pipelines were $17.1M for Falcon’s Attractions, $10.9M for Falcon’s Beyond Creative and $13.0M for FCG; revenue timing may extend across multiple fiscal years.
The VAI project is underway, combining creative design, engineering and attraction delivery capabilities.
Capital expenditures and working capital needs are expected to increase materially; anticipated funding sources include cash, credit capacity, operating cash flow, investee distributions, financing and asset monetization.
- Q2 2026 revenue surged 120% to $5.6M, but liquidity and going concern risks persist.FBYD
Q2 2026 - Q1 2026 delivered $5.4M revenue, $6.1M net income, but liquidity and control risks remain.FBYD
Q1 2026 - Director elections, auditor ratification, and strong governance with independent oversight.FBYD
Proxy filing - 2026 Annual Meeting to elect directors and ratify KPMG LLP as auditor, with online voting available.FBYD
Proxy filing - Full-year net income of $6.3M driven by asset sales and improved segment performance.FBYD
Q4 2025 - Shelf registration for $100M in securities, with high governance and liquidity risks.FBYD
Registration Filing - Resale registration of preferred and common shares enables investor liquidity but poses notable risks.FBYD
Registration Filing - Annual meeting to elect director and ratify KPMG as auditor, with strong governance and oversight.FBYD
Proxy Filing - IPO seeks $93M to fund operations and growth amid restructuring and liquidity risks.FBYD
Registration Filing
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)