Quarterly ResultMay 6, 2026, 04:08 PM
Pattern Q1 Revenue $774M (+43%), NRR 127%; Raises FY26 Outlook
AI Summary
Pattern Group Inc. announced record financial results for the first quarter ended March 31, 2026, with revenue growing 43% year-over-year to $774 million and Net Revenue Retention Rate (NRR) reaching a record 127%. The company also reported significant growth in international revenue (+101%) and non-Amazon revenue (+119%). Following this strong performance, Pattern raised its full-year 2026 revenue guidance to $3.29-$3.33 billion and Adjusted EBITDA guidance to $199-$201 million.
Key Highlights
- Record Q1 2026 Revenue: $774 million, up 43% year over year.
- Record Net Revenue Retention Rate (NRR): 127%, up from 115% in prior year.
- International Revenue: $90 million, up 101% year over year.
- Non-Amazon Revenue: $71 million, up 119% year over year.
- Net Income: $29 million, up 28% year over year; Diluted EPS $0.16.
- Adjusted EBITDA: $54 million, up 59% year over year.
- Raised full-year 2026 Revenue Guidance: $3.29-$3.33 billion (32-33% growth).
- Raised full-year 2026 Adjusted EBITDA Guidance: $199-$201 million (30-32% growth).