EVC ATS 2026 Revenue and Operating Profit Estimate
Because the “100%+ growth” statement applies specifically to EVC’s Advertising Technology & Services segment, this model excludes Media.
EVC ATS — 2026 estimate
$ millions| Quarter | Status | Revenue | YoY growth / guidance | Gross profit | Gross margin | Operating expenses¹ | Contribution operating profit² | Operating margin |
|---|
| Q1 2026 | Actual | $154.6 | 204% | $58.0 | 37.5% | $23.7 | $34.3 | 22.2% |
| Q2 2026 | Actual | $182.8 | 230% | $71.0 | 38.8% | $30.9 | $40.0 | 21.9% |
| Q3 2026 | Estimate | $165.0 | 100%+ | $63.5 | 38.5% | $29.0 | $34.5 | 20.9% |
| Q4 2026 | Estimate | $185.0 | 100%+ | $71.2 | 38.5% | $31.5 | $39.7 | 21.5% |
| FY 2026 | Estimate | $687.4 | 154%³ | $263.7 | 38.4% | $115.1 | $148.6 | 21.6% |
¹ Direct operating expenses + SG&A + depreciation and amortization.
² ATS segment operating profit before EVC corporate expenses.
³ Full-year growth implied by the quarterly point estimates; not company-issued guidance.
Implied guidance boundaries
- Q3 revenue: Greater than $152.3 million—twice Q3 2025 revenue of $76.1 million—but less than $182.8 million because management expects a sequential decline.
- Q4 revenue: Greater than $177.2 million, based on Q4 2025 revenue of $88.6 million.
- Company guidance: More than 100% year-over-year growth in both Q3 and Q4.
- Base-case estimates: $165 million for Q3 and $185 million for Q4. These point estimates mathematically imply approximately 117% and 109% growth, respectively, but those percentages are model outputs—not company guidance.
Gross margin is held around 38.5%, consistent with the first-half ATS cost structure. Operating expenses remain relatively sticky because EVC is continuing its engineering, AI, infrastructure, sales, and customer-service investments.