GAAPOperating Incomewas USD 179.1 million, a 30.6% margin, while non-GAAP operating income was USD 261.6 million, a 44.7% margin. The roughly USD 82 million gap (own arithmetic) comes from items the company excludes, chiefly stock-based compensation, acquisition-related costs andFair Valueadjustments onEquityinvestments. GAAP gross margin …
GAAPOperating Incomemore than doubled to USD 2.832 billion, a 21% margin, and GAAPNet Incomerose 95% to USD 2.428 billion, or USD 1.46 per share. Non-GAAP net income of USD 3.471 billion, or USD 2.09 per share, excludes stock-based compensation of USD 523 million, acquisition-related …
The metric equals the monthly value of all customer recurring charges at the end of a month, multiplied by 12, and management calls it a leading indicator of future subscription revenue. At September 30, 2026 monthly recurring subscriptions were 7,099. Multiplying by 12 gives …
Total revenue fell to USD 1.13 billion from USD 3.61 billion, with service revenue at USD 1.03 billion against USD 3.43 billion. The filing notes that period-over-period changes primarily resulted from the Deconsolidated Subsidiaries and the AT&T Transactions, meaning the comparison is not like …
Marqeta runs a cloud-based card issuing and payment processing platform, with offerings in processing, bank and network management, program management, and value-added services such as tokenization andFraudmanagement. Customers launch and manage card programs through open APIs, and Marqeta earns interchange fees, net of revenue …
● Operating margin improved on a reported and adjusted basis, while gross margin eased slightly.
● In August the company raised full-year guidance and reported record gross margin.
● Second-quarterRevenueslipped slightly as video and internet declined.
● August brought the highest grossMarginin company history and a rise in guidance.
● The Max tier is being retired, with new Super subscribers getting unlimited AI video calls.