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
$ millions¹ 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.