| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'27 | September 8, 2026 | - | - | 2 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'27 | Pending | June 4: Usage revenue grows faster than GTV in FY2027 Q2 growth 24% versus 17% |
| Q2'27 | Pending | June 4: FY2027 incremental operating margin above initial 25% target Current expectation 33% |
| Q2'27 | Pending | June 4: Annual FCF roughly approximates annual adjusted operating income First-half FCF $40.875 million, approximately 48% of adjusted operating income |
| Q2'27 | Pending | June 4: FY2027 revenue $1.13-1.14 billion; adjusted operating income $142-147 million Guidance raised; first-half revenue $561.580 million and adjusted operating income $85.233 million |
| Q2'27 | Delivered | June 4: Double Max locations during Q2 Management reports exceeding the goal; exact count unavailable |
| Q2'27 | Delivered | June 4: Q2 revenue $284-286 million; adjusted operating income $38-39 million Actual $292.756 million and $44.424 million |
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