| Metric | Value ($ M) | vs Q2 FY25 |
|---|---|---|
| Revenue | 639.66 | 6.9% |
| Total Income | 639.66 | 6.9% |
| Expenditure | 699.83 | 23.2% |
| PBT | — | |
| Net Profit | -59.06 | 348.4% |
| OPM | -9.41% | 14.44pp |
| NPM | -9.23% | 13.21pp |
| EPS | -2.19 | 1316.7% |
Pattern Reports Q3 2025 Revenue Up 46% to $640 million
04 May 2026 · 4 May, 7:59 am
Summary
Pattern Group Inc. reported record third quarter revenue of $640 million, a 46% increase year-over-year. The company's Net Revenue Retention reached a record 122%. International revenue also saw significant growth, increasing 72% year-over-year to $53 million. The company anticipates full year 2025 Revenue growth of 37%, coupled with 48% Adjusted EBITDA growth.
Key Highlights
- 1
Pattern Group's third quarter revenue reached a record $640 million, representing a 46% increase year-over-year.
- 2
The company achieved a record Net Revenue Retention (NRR) of 122% in the third quarter, up from 113% in the prior year period.
- 3
Revenue not attributable to Amazon increased by 81% year-over-year, reaching a record of $47.1 million.
- 4
International revenue reached a record $53 million, up 72% year-over-year.
- 5
Adjusted EBITDA for the third quarter was $41 million, an increase of 88% year-over-year.
- 6
Net loss for the quarter was $59 million, inclusive of $92 million in stock-based compensation and related taxes due to the IPO.
- 7
Free Cash Flow for the trailing twelve month period ended September 30, 2025, was $71 million, compared to $49 million in the prior twelve month period.
Management Comments
Dave Wright
“We are pleased to report that we delivered record results for Revenue, NRR, and Adjusted EBITDA in our first quarter as a public company. We believe our performance demonstrates the power of our intelligence platform to grow across the digital commerce ecosystem. “The forces reshaping our industry—AI-driven discovery, social engagement, automation, and global logistics innovation—are accelerating faster than ever. Our platform stands at the intersection of intelligence and execution, connecting brands and consumers seamlessly across digital surfaces.” “I want to thank the entire Pattern team for their hard work and dedication. The results we’ve achieved reflect our team’s relentless commitment to excellence,”
Jason Beesley
“We are having a record year and are pleased to see the momentum continue. Our guidance reflects success across our three vectors of growth with existing brand partners, as well as traction adding and expanding new brand partners. “Zooming out, based on the midpoint of our Q4 outlook, we anticipate full year 2025 Revenue growth of 37%, coupled with 48% Adjusted EBITDA growth. We have a business model that delivers growth, profits and generates cash; and we operate in a massive space. We believe that is the winning formula for success and our team is executing to drive outsized growth.”
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