Did Pattern Group beat or miss consensus estimates last quarter?

What were the key takeaways from Pattern Group's earnings call?

What is the revenue and EPS growth rate for Pattern Group year over year?

What is Pattern Group's gross profit margin?

What guidance did Pattern Group's management provide for the next earnings period?

What factors drove the changes in Pattern Group's revenue and profit?

What is the market's earnings forecast for Pattern Group next quarter?

What were the key takeaways from Pattern Group’s earnings call?

- **Revenue Surge**: 46% YoY to $639M, 81% non-Amazon growth
- **AI-Driven Efficiency**: 122% NRR, 88% EBITDA growth
- **Coupang Breakout**: $4.5M in Q3, $11M+ by year-end
- **Q4 Guidance**: $600-700M (32-36% growth), $38-40M EBITDA
- **Cash Power**: $313M post-IPO, 0 debt
- **AI Expansion**: Automating 14M daily decisions, 38% LLM research usage
- **Global Scale**: 72% intl growth, 392% TikTok surge


**【CEO Summary Section】**

- **Revenue Growth**: Q3 revenue reached $639.7 million, up 46% year-over-year, driven by 81% growth in non-Amazon channels and 72% international expansion to $52.9 million. 
- **Net Revenue Retention (NRR)**: Achieved record 122%, reflecting strong retention of existing brand partners through AI-driven optimizations.
- **Strategic Priorities**: 
  1. **AI & Intelligence Layer**: Investing in agentic workflows and LLM integration for automated, nondeterministic operations.
  2. **Channel Diversification**: Accelerating growth on Coupang (+150x QoQ), TikTok, and global marketplaces.
  3. **Friction Reduction**: Simplifying global logistics and technology adoption for brands.
  4. **Scale & Efficiency**: Leveraging $1.5 billion+ revenue to drive operating leverage and 6% EBITDA margin.

**【CFO Financial Commentary】**

- **Q3 Financials**: 
  - GAAP net loss: $223 million (includes $135M IPO costs)
  - Adjusted EBITDA: $41.1 million (+88% YoY)
  - Free cash flow: $71 million
- **Expense Management**: 
  - SG&A: 8.1% of revenue (down from 8.6%)
  - R&D/CapEx: $92 million invested in AI, warehouses, and automation
- **Q4 Guidance**: 
  - Revenue: $600-700 million (32-36% growth)
  - EBITDA: $38-40 million (44-48% growth)
- **Cash Position**: $313 million post-IPO, with no debt

**【Q&A Highlights】**

- **Agentic Commerce**: Pattern's AI layer enables automated workflows, e.g., 14 million daily price optimizations via Destiny tool. 38% of U.S. consumers now use LLMs for product research.
- **Coupang Growth**: Generated $4.5 million in Q3, with $11 million expected by year-end
- **Unit Economics**: Marketplace mix (e.g., 392% TikTok growth) and geography (72% intl expansion) drive margin variability, but 6% EBITDA margin maintained
- **Pipeline Strength**: 229 new brand partners added, with 32% YoY growth in pipeline
- **Logistics Investment**: $92M in automation, warehouses (e.g., Las Vegas cross-dock)


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