Q1 2026 bookings reached $585M, up 15% year-over-year, and revenue was $541M, up 14% year-over-year, driven by strong new user cohorts and Base44 outperformance.
Total consolidated ARR reached $1.903B, a 15% year-over-year increase, reflecting robust recurring revenue streams.
Proprietary AI model powers Harmony, reducing reliance on third-party LLMs, improving cost control, and supporting faster, higher-quality outcomes.
Completed a $1.6B Dutch auction tender offer, repurchasing nearly 30% of equity and moving to a net debt position.
Base44 reached $150M ARR by mid-May, up from $100M in early March, accelerating new user and ARR growth.
Q1 2026 bookings: $585M (+15% y/y); revenue: $541M (+14% y/y); ARR: $1.903B (+15% y/y).
Free cash flow was $112M (21% of revenue) excluding acquisition costs; reported FCF was $70M–$75M.
Non-GAAP gross margin was 66%, down sequentially and year-over-year due to Base44 investments.
Transaction revenue reached $70M (+19% y/y); Partners revenue was $203M (+19% y/y).
Non-GAAP operating income at 5% of revenue, impacted by higher sales and marketing spend.
Maintains full-year 2026 guidance for mid-teens percentage growth in bookings and revenue.
Q2 2026 revenue expected to grow at a mid-teens percentage year-over-year.
Full-year free cash flow margin (excluding acquisition expenses) expected in the high teens; would be low to mid-20% pre-tender.
$64M FX headwind expected on expenses due to Israeli shekel strength.
Outlook reflects slower start in Partners business and currency headwinds, but offset by growth initiatives and Base44 outperformance.
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