Sabio Narrows Losses as Programmatic and EMEA Revenues Surge — Sabio Holdings Inc.

Event summary

Sabio reported Q2 2026 revenues of $9.7 million, with core business revenues growing 6% year-over-year excluding political and advocacy spend.
Gross margin expanded to 61%, up 8 percentage points from Q1 2026.
U.S. Programmatic revenue reached $2.9 million, up 247% year-over-year, with 116% growth in customers.
EMEA sales matched full-year 2025 sales in just the first half of 2026.
Adjusted EBITDA loss narrowed to $2.7 million from $3.4 million in Q1 2026.

The big picture

Sabio's Q2 2026 results highlight the strategic shift towards programmatic and international markets, which are now driving nearly half of its revenues. The company's focus on margin expansion and cost reduction is paying off, positioning it for potential profitability in the second half of the year. This aligns with broader industry trends towards data-driven, AI-powered advertising solutions and the growing importance of streaming TV audiences.

What we're watching

Revenue Diversification: Whether Sabio can sustain the rapid growth in U.S. Programmatic and EMEA revenues, which now represent 49% of consolidated gross sales.
Profitability Timing: The pace at which Sabio can achieve profitability in the second half of 2026, given the expected return of higher-margin political and advocacy spending.
Customer Retention: How Sabio's 90% renewal rate for U.S. Programmatic customers will impact long-term revenue stability and growth.