Fluent Q2 revenue beats analyst expectations on commerce media solutions strength

Fluent

10/08/2026 21:23

Overview
U.S. commerce media provider's Q2 revenue rose 8% yr/yr, beating analyst expectations
Commerce Media Solutions revenue surged 90% and now represents 63% of total revenue
Adjusted EBITDA loss narrowed as company shifted focus to Commerce Media Solutions

Outlook
Fluent expects full-year double-digit revenue growth on aggregate continuing businesses in 2026
Company expects improved full-year adjusted EBITDA for 2026
Fluent aims to maintain Commerce Media Solutions gross margins in the mid-to-high twenties

Result Drivers
COMMERCE MEDIA SOLUTIONS GROWTH - Co said Commerce Media Solutions revenue grew 90% yr/yr and became 63% of total revenue
MARGIN EXPANSION - Co attributed gross margin improvement to maturing Commerce Media Solutions partnerships
NEW PARTNERS AND IN-STORE OFFERING - Co added new media partners and launched in-store commerce media, expected to contribute materially in 2027

Company press release: ID:nGNX7WvrFc

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$48.45 mln
$44.64 mln (3 Analysts)
Q2 Net Loss
 
$6.18 mln
 
Q2 Operating Income
 
-$4.95 mln
 
Q2 Pretax Loss
 
$6.17 mln
 

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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)