Q2 2026 revenue reached $1.99B, up 15% year-over-year, with strong growth in Business Solutions, Creative Subscriptions, and Base44, and total registered users at ~317M.
Partners revenue grew 17% year-over-year to $214M, and transaction revenue increased 12% year-over-year to $71M.
Base44 launched its proprietary LLM, Base1, significantly reducing AI compute costs and improving gross margins, with ARR reaching $150M by early May 2026.
Free cash flow margin was 11% for Q2 2026, with expectations for high-teens margin for FY2026 as investments in Base44 continue.
Non-GAAP net income was $68.2 million, or $1.59 per basic share, while GAAP net loss was $76.4 million.
Bookings grew 13% year-over-year to $2.07B, and total ARR reached $1.96B, up 15% year-over-year.
Creative Subscriptions revenue was $398.4M (+15% y/y); Business Solutions revenue was $164.7M (+14% y/y).
Non-GAAP gross margin was 67% in Q2 2026; GAAP gross margin was 66%.
Non-GAAP operating income was 12% of revenue, with elevated sales and marketing expenses to capture Base44 demand.
Free cash flow was $52.6M; excluding restructuring costs, it would have been $61.2M (11% of revenue).
Maintaining guidance for bookings to grow at a low-teens percentage and revenue at a low-to-mid-teens percentage year-over-year for 2026.
Q3 revenue expected to grow at a low-double-digit percentage year-over-year.
Base44 non-GAAP gross margin expected to reach ~60% in H2 2026, up from near-zero at the start of the year.
Free cash flow margin (excluding acquisition/restructuring costs) expected in the high-teens for 2026.
Non-GAAP operating margin for the consolidated company expected to improve in H2, supporting free cash flow outlook.
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