Firy

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $31.0M beat the $31.1M expectation (in-line), while GAAP EPS of -$1.52 significantly missed the -$0.99 mean estimate due to elevated G&A and interest costs. RZR segment revenue surged 75% YoY to $10.3M, driven by strong AI-powered advertising demand, offsetting stagnating growth in Skillz. Management initiated a partial debt redemption of $80M post-quarter, improving the balance sheet ahead of the December 2026 maturity.