EMERGE Commerce 2026年第二季度业绩电话会议纪要

发布时间：2026-08-27 一、AI总结内容 五、风险与关注点 1. TrueLocal面临肉价上涨、燃油附加费等成本压力，需持续通过定价权、成本削减计划抵消影响2. 加拿大与美国间的贸易战影响仍待观察，虽此前推动True Local增长，但当前尚无法确认是否将产生类似第二轮积极影响3. 需持续关注贸易政策波动对本地业务的潜在影响 二、音频原文（转写） Good morning, and welcome to the Ego Rich Commerce Second Quarter of 2026 Results Conference Call. At this time, all lines are in English and only loud. Following the presentation, we will conduct a question and answer session for analysts.If at any time during this call required immediate assistance, please press the orange bell over to all creators. This call is being recorded on August 27, 2026. Your host today from DecemberHelen Helizone, Calendar and Chief Executive Officer, and A. Mike Murphy, Chief Financial Officer. Before we begin, I am required to provide the following statement respecting forward lookinginformation. This is made on behalf of the launch and all of the true representatives on this call. Certain statements made on this call will contain forward looking information. These forward looking statements Generally can be identifiedby the use of words such as 'in tandy', 'believe'. Okay。 except afternoon Forecast may. And other words of similar use. This form of looking interludesiais based on outward opinions. estimates and assumptions In my department. And perception of historical triumphs. current conditions and expected future developments. as well as other factorsthat we currently believe are appropriate and visible. In this circumstances. Partial results co uld differ materially from the conclusion. FORECAST. expectation The leaf on the projection in the forward looking image. Certain material factors and assumptions were applied in shall we sayconclusion. Or you can be forecast on projection. I shall cut the little cord with different information. The caution of investors must rely onthe forward looking information. Additional information about the material factors that could cause such results, such as the maturity from theconclusion. Forecast or projection. And the former took it into religion. and the channel captures our assumptions that could apply to geometryconclusions. or with the ephone content projection that reflects the unit probability information. are contained in emergency filing strict canadian provisional securities regulators. don't dothis call. All computers create using drillersunless otherwise stated. And with that, I wouldlike to turn the call over to Monsieur Vessel and Helgev. 但将点死人。 Thank you. Good morning everyone. We appreciateyou taking the time to participate in our secondquarter 2026 on conference call Joining me today is Mike Murphy, our CFO. This morning, I willwalk through our exceptional Q2 results that emerged and share some insights across our key businesses as well as their priorities for the balance of 2026. Following my remarks, Mike will provide additional details on our financial results.After which, I will conclude the call with someclosing remarks. and open up the line for questions. Historically, Q2 has been our strongest quarter ever emerged. This Q2 proved to be no different. 第三。 In many ways, this was our best. Order in years.across revenue, gross margin and adjusted EBITDA with positive cash flow generation On full display. Let's dive in. Q2 revenue grew by 7.4% to $9.1 million. our ninth consecutive quarter of positive revenue growth This is the first time Emergent's eclipsed 9 million dollars in revenue since early 2023 at the start of our turnaround efforts. Worth noting. T to green or T to G for short. was acquired in early April 2025. So Q2 growth this year is more apples to apples as a result. はい。 as outlined in my shareholder letter at the start of 2026, The current emerge strategy entails combining moderate, stable organic growth. from our existing portfolio. with higher growth ratesdriven by accretive acquisitions Speaking of acquisitions. Q2 was viral loops first, quarter under emerge ownership. following our acquisition that was completed in late Q1. With that said, viral loops is a relatively low revenue contributor. with approximately a million dollars annual revenues and was primarily acquired to enhance our overall financial profile namely, to contribute positively to margins profitability and cash flow. in addition to driving customer acquisitionacross our consumer e-commerce portfolio. all of which it did in Q2. 嗯。 Margins increased by gross margins increased by2.5%. to thirty nine percent from 36.5%. Management anticipates that the year over year gross margin improvement achieved in Q2 2026 is continuing Q3, in part because of the higher margins contributed by viral loops. In addition to the conclusion of the fair value of inventory accountingat TCG that adversely impacted Emerges' gross margins for most of 2025, adjusted EBITDA improved to $1.03 million versus $962,000. the seventhconsecutive quarter of positive adjusted ebitda.notably, this is the first time our adjusted ebitda has officially eclipsed the one million dollars mar