Bending Spoons posts Q2 revenue growth, raises Q3 and full-year guidance

Bending Spoons (NASDAQ: BSP ) held its second-quarter earnings conference call on Thursday.

Below is the complete transcript from the call.

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For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Bending Spoons reported Q2 2026 revenue growth of 126% year-over-year to $704 million, with operating income rising 139% to $240 million and adjusted operating income increasing 150% to $381 million.

The company completed the acquisition of Tractive for $759 million and announced an agreement to acquire Airtable for $1.29 billion, highlighting its strategic focus on expanding its digital business portfolio.

Future growth could be constrained by acquisition opportunities, operational capacity, and access to capital, but management remains optimistic about overcoming these challenges.

Operationally, the company enhanced its AI capabilities with the introduction of 'Old Spooner,' an AI tool to improve work efficiency, and continued to modernize and integrate acquired businesses.

Guidance for Q3 2026 anticipates revenue between $733 million and $745 million, and adjusted operating income between $380 million and $400 million, with full-year expectations set for revenue between $2.78 billion and $2.82 billion.

Full Transcript OPERATOR Good day and thank you for standing by.

Welcome to the Bending Spoons Q2 2026 earnings conference call.

At this time all participants are in a listen-only mode.

After the speaker's presentation, there will be a question-and-answer session.

To ask a question during the session, please press star one one on your telephone.

You will then hear an automated message advising your hand is to withdraw your question.

Please press star one one again.

For the benefit of all participants on today's call, please kindly limit yourself to one question and one follow-up so that everyone can ask their questions.

Please note that today's conference is being recorded.

I would now like to turn the conference over to your first speaker, James Caldwell, Head of Investor Relations.

Please go.

James Caldwell, Head of Investor Relations Thank you and hello everyone.

Welcome to Bending Spoons' Q2 2026 earnings conference call.

With us today to discuss our results are Luca Ferrari, Co-founder and CEO, and Enrico Martinelli, Co-CFO.

For the Q&A portion of the call, we'll also be joined by Davide Scarpazza, Co-CFO, Francesco Manconi, CTO, and Francesco Partanello, Co-founder and Head of M&A.

But before we begin, let me cover the safe harbor statement.

Some of the information you'll hear today will consist of forward-looking statements, including those regarding our objectives and outlook.

These statements reflect our current expectations and are subject to a variety of risks and uncertainties.

Actual results and events may differ materially.

For more information, please refer to our registration statement on Form F-1, including the risk factors described there.

We assume no obligation to update any forward-looking statements.

During the call we'll discuss both GAAP and non-GAAP financial measures.

You can find the definitions of our non-GAAP financial measures together with reconciliations to the most directly comparable GAAP financial measures in today's earnings press release, which is available on the Bending Spoons investor relations website, investors.bendingspoons.com.

Unless we say otherwise, all comparisons refer to year-over-year results.

And now over to you, Luca.

Luca Ferrari, CEO Thanks, James, and thank you all for joining Bending Spoons' first quarterly earnings call.

I'll first explain what Bending Spoons is, then I'll briefly summarize the quarter.

Finally, I'll address a question central to our long term: what could constrain our ability to scale? Our playbook is simple.