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Dec 31, 2025
Pattern Group Inc Q4 2025 Earnings Report
Pattern Group Inc Q4 2025 Earnings Report
Key Takeaways
Pattern Group delivered record fourth-quarter results with revenue growing 40% year-over-year to $723 million, driven by strong international expansion and non-Amazon marketplace growth. Despite significant one-time stock-based compensation costs related to its 2025 IPO impacting full-year net income, the company maintained high capital efficiency, achieving a record Net Revenue Retention of 124% and authorizing its first $100 million share repurchase program.
Quarterly revenue reached a record $723 million, representing 40% year-over-year growth.
International revenue surged 69% in Q4 to $94 million, showing rapid global diversification.
Net Revenue Retention (NRR) improved to 124%, up from 116% in the prior year period.
The Board authorized a new $100 million share repurchase program reflecting confidence in future cash flow.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Pattern Group expects continued strong growth for Q1 and full year 2026, though at a slightly moderated pace compared to the 2025 peak.
Positive Outlook
- Q1 2026 revenue projected between $710 million and $720 million.
- Full year 2026 revenue guidance of $3.12 billion to $3.16 billion.
- Expected FY 2026 revenue growth of 25% to 26%.
- Q1 2026 Adjusted EBITDA growth expected to be 22% to 24%.
- Commitment to creating long-term value through the $100 million share repurchase program.
Challenges Ahead
- Revenue growth rate expected to decelerate from 39% in FY25 to approx 25% in FY26.
- Adjusted EBITDA growth for FY26 (17-19%) is projected lower than revenue growth.
- Potential supply chain disruptions mentioned as a risk factor.
- Exposure to macroeconomic factors and consumer sentiment shifts.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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