SHARPE
Reported results
- Revenue was $1,174 million, growing 12% year over year on a reported and constant currency basis.
- Global Monthly Active Users (“MAUs”) increased 10% year over year to 661 million.
- GAAP net income was $22 million, compared to GAAP net income of $92 million in the prior year period.
- Non-GAAP net income was $270,285 thousand, compared to $262,925 thousand in the prior year period.
- Adjusted EBITDA was $339 million, an increase of 11% year over year.
- Net cash provided by operating activities was $316 million and free cash flow was $300 million.
Guidance
- For Q4 2026, revenue is expected to be in the range of $1,425 million to $1,475 million, representing 8% - 12% growth year over year.
- Q4 2026 Adjusted EBITDA is expected to be in the range of $538 million to $588 million.
Price and volatility reaction
The stock moved -2.8% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -20.8 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 19.92 | 2026-10-29 |
| Close after release | 19.36 | 2026-10-30 |
| Realised move | -2.8% | close to close |
| 30d ATM IV change | -20.8 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.