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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.
illumin
illumin (ILLM) investor relations material
illumin Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Aug, 2026
Executive summary
Achieved record quarterly revenue of CAD 50.2 million in Q2 2026, a 52% year-over-year increase, driven by strong growth in Exchange and demand-side platform services.
Exchange business led growth with CAD 27.1 million in revenue, up 108% year-over-year, supported by new and existing customer demand and expanded publisher partnerships.
DSP business rebounded with managed service and self-serve revenues of CAD 12.3 million and CAD 10.8 million, respectively, both showing year-over-year growth.
Returned to profitability with net income of CAD 19,000, compared to a net loss of CAD 5.8 million in Q2 2025.
Strategic partnerships expanded, including integrations with Synth Group, Cint Group, and Audience Acuity for enhanced platform capabilities.
Financial highlights
Q2 2026 revenue reached CAD 50.2 million, up from CAD 33.1 million in Q2 2025.
Gross profit was CAD 17.6 million, a 24% increase year-over-year, with gross margin at 35.1% versus 42.9% last year due to revenue mix shift.
Adjusted EBITDA was CAD 2.0 million, compared to a loss of CAD 1.0 million in Q2 2025.
Operating expenses decreased to CAD 18.7 million from CAD 19.2 million, reflecting cost containment and lower share-based compensation.
Cash and cash equivalents stood at CAD 33.7 million as of June 30, 2026.
Outlook and guidance
Continued investment in AI-powered platform enhancements aimed at simplifying workflows and improving marketer efficiency.
Expects to maintain momentum and achieve double-digit revenue growth in Q3 2026 compared to the prior year.
Focus remains on sustainable, profitable growth and disciplined capital allocation.
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Latest events from illumin
- All board nominees, auditor appointment, and LTIP Renewal Resolution were approved.ILLM
AGM 2026 - Q1 2026 revenue up 20%, but gross margin fell and net loss widened to CAD 3.2 million.ILLMQ1 2026
- AI-driven repositioning and exchange growth offset client roll-off; margin recovery expected in 2026.ILLMQ4 2025
- Q2 2025 revenue up 13% with strong exchange service growth, but net loss widened amid restructuring.ILLMQ2 2025
- Self-service revenue surged 61% in Q2, driving growth and improved margins for the ad tech platform.ILLMWedbush Securities AdTech Conference
- Illumin Self-Serve revenue jumped 61% and net loss narrowed despite lower total revenue.ILLMQ2 2024
- Seven directors elected and auditors approved; no shareholder questions submitted.ILLMAGM 2024
- Exchange service revenue surged 148%, driving 17% total revenue growth in Q1 2025.ILLMQ1 2025
- Q4 revenue up 35% year-over-year, net income positive, and Adjusted EBITDA more than doubled.ILLMQ4 2024
Next illumin earnings date
Q3 20265 Nov, 2026
illumin
Next illumin earnings date
Q3 20265 Nov, 2026
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Frequently asked questions
AcuityAds Holdings Inc., a technology company, provides digital media solutions to the advertising industry. The company's solutions enable advertisers to manage their campaigns and creative assets online. It offers online planning tools that integrate with major ad servers, as well as offline planning tools that can be integrated into professional creative services systems. AcuityAds' solution helps media buyers efficiently reach target audiences with compelling creative and messaging, providing the opportunity to engage consumers at scale while maximizing their return on investment. The company's target customers are mainly marketers, agencies and publishers.