Ad-tech firm Sabio's Q3 revenue misses expectations
Overview
Sabio Q3 revenue missed analyst expectations, reflecting non-political year dynamics
Core ad-supported streaming revenue grew 2% yr/yr, excluding political and advocacy activity
Programmatic and international expansion drove nearly 40% of Q3 gross revenue mix
Outlook
Sabio expects increased spending in 2026 due to U.S. mid-term elections
Company's Q1 2026 pipeline projected to be up nearly 60% year-over-year
Sabio anticipates improved performance in 2026 with a stronger revenue base
Result Drivers
PROGRAMMATIC GROWTH - Programmatic revenue accounted for 20% of consolidated gross revenue, showing strong early adoption and scaling
INTERNATIONAL EXPANSION - International revenue grew 240% year-over-year, contributing 19% of consolidated gross revenue
CUSTOMER DIVERSIFICATION - 54% growth in branded logos in Q3, increasing customer diversification
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Miss | $8.20 mln | $11.60 mln (3 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
Wall Street's median 12-month price target for Sabio Holdings Inc is C$1.00, about 61.5% above its November 21 closing price of C$0.39
Press Release: ID:nPn3bGkQ6a
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