SHARPE
Reported results
- GAAP revenue was $143,528 thousand for Q3 2026, up 31% year-over-year.
- Platform Annual Run-Rate Revenue was $574,112 thousand for Q3 2026, up 31% year-over-year.
- GAAP net loss was $18,759 thousand for Q3 2026, compared to $36,887 thousand in Q3 2025.
- Non-GAAP Adjusted Net Loss was $350 thousand for Q3 2026, compared to $9,260 thousand in Q3 2025.
- Non-GAAP Adjusted EBITDA was $(3,230) thousand for Q3 2026, compared to $(8,692) thousand in Q3 2025.
- Cash and cash equivalents were $322,803 thousand as of September 30, 2026.
Guidance
- For Q4 2026, Platform Revenue is expected to be between $150.0 million and $151.7 million (YoY Growth 26.1% to 27.6%).
- For Q4 2026, non-GAAP Adjusted EBITDA is expected to be between $0.0 million and $1.5 million.
- For Q4 2026, non-GAAP Adjusted EBITDA Margin is expected to be between 0.0% and 1.0%.
- For FY 2026, Platform Revenue is expected to be between $556.7 million and $558.4 million (YoY Growth 28.2% to 28.6%).
- For FY 2026, non-GAAP Adjusted EBITDA is expected to be between ($12.5) million and ($11.0) million.
- For FY 2026, non-GAAP Adjusted EBITDA Margin is expected to be between (2.2)% and (2.0)%.
Notes
Customer Count includes 94 customers contributed by the Downtowner acquisition.
Price and volatility reaction
The stock moved +12.8% on the print. No front-expiry chain was on file, so there is no straddle expected move.
| Measure | Value | Basis |
|---|---|---|
| Close before release | 37.72 | 2026-11-06 |
| Close after release | 42.55 | 2026-11-09 |
| Realised move | +12.8% | close to close |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-11-09 (8-K, Item 2.02). Read the original filing on sec.gov.