Sabio Holdings Inc. (SBIO) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Joining us are founder and chief executive officer Aziz Rahimtoola and chief financial officer Sajid Premji. After management's remarks, we will open the call for questions. Analysts may raise your virtual hand and investors may submit questions in the question and answer window. Before we begin, please note that today's remarks may contain forward-looking information. These statements involve known and unknown risks and uncertainties. Please refer to the filings on CDR Plus for more information. All figures are stated in U.S. dollars unless otherwise noted. With that, I turn it over to Aziz. Thank you, Martin. Good morning, everyone. Q2 demonstrates how effectively we've been leveraging our tech stack and data backbone to scale our US programmatic and EMEA ad-supported streaming business. The growth of our US programmatic and EMEA momentum couldn't happen at a better time. We're benefiting from three shifts happening simultaneously. Client need to be in ad-supported streaming. transacted programmatically while having the option to scale it globally. 49% of Q2 revenue came from U.S. programmatic EMEA expansion, growing at a strong 290% year-to-year rate. We're not achieving this by sacrificing margins. We're actually expanding them sequentially to 61%. And we're growing it through new logos against the backdrop of political inadequacy historically skewed 70% in the second half of the year. We're executing and growing across all key metrics while becoming a leaner organization thanks to AI-driven efficiencies. I'm now going to hand it to Sajid Premji, our CFO, to dig into the numbers. Thank you, Aziz. In Q2, we began to see the investments in efficiency work that we've been driving all year show up in the numbers, with a larger impact still to come in the second half....