"Revenue -- $496.8 million for Q3 2025, up 15% year over year, with growth attributed to increased advertiser traction on the Realize platform. Ex-TAC Gross Profit -- Ex-TAC gross profit was $176.8 million for Q3 2025, up 6.3% year over year; growth was driven by Realize and higher advertising spend from scaled advertisers. Adjusted EBITDA -- Adjusted EBITDA was $48.2 million for Q3 2025, with a 27.3% margin; reflects company focus on cost discipline and strategic investments to support expansion."
"Share Repurchases -- Nearly 14% of outstanding shares bought back year to date ($184 million) as of Q3 2025, reducing share count from approximately 337 million at the end of 2024 to about 291 million at the end of 2025. Scaled Advertisers -- 2,064 scaled advertisers in Q3 2025, up 4.4% year over year; average revenue per scaled advertiser grew 10.9% year over year, benefiting from product improvements and easier comparison with last year."
Revenue was $496.8 million in Q3 2025, up 15% year over year, driven by increased advertiser traction on the Realize platform. Ex-TAC gross profit reached $176.8 million, up 6.3%, supported by Realize and higher advertising spend from scaled advertisers. Adjusted EBITDA was $48.2 million, representing a 27.3% margin. Free cash flow was $46.3 million, a 96% conversion from adjusted EBITDA. Nearly $184 million of share repurchases reduced share count from about 337 million to roughly 291 million. Scaled advertisers totaled 2,064 with average revenue per scaled advertiser up 10.9%. App traffic now represents about one-third of total supply. A new $270 million revolving credit line increased liquidity to approximately $196 million and lowered interest expense.
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