Pattern Group Inc. Series A Common Stock

Pattern Group reported second-quarter revenue of $877 million, up 47% year over year, and raised its full-year outlook. Adjusted EBITDA rose 54% to $54 million, marking the fourth consecutive quarter of adjusted EBITDA growth outpacing revenue. Net revenue retention reached a record 129%, up from 118% a year earlier, while international revenue grew 87% to $110 million, the first quarter above $100 million. The company now expects full-year revenue of $3.4 billion to $3.5 billion and adjusted EBITDA of $211 million to $213 million.

Pattern Group Inc posted record second-quarter revenue of $877 million, a 47% year-over-year increase, and raised its full-year guidance. Adjusted EBITDA rose 54% to $54 million, while net revenue retention reached a record 129%, up from 127% in the prior quarter and 118% a year ago. International revenue surged 87% to $110 million, marking the first quarter above $100 million, and non-Amazon revenue grew 93% with strength across Tmall, TikTok Shop, Walmart, and Coupang. The company lifted its full-year revenue forecast to between $3.4 billion and $3.5 billion, representing 37% to 38% growth, and adjusted EBITDA to between $211 million and $213 million, or 38% to 40% growth. For the third quarter, Pattern expects revenue of $840 million to $860 million and adjusted EBITDA of $51 million to $53 million, reflecting a moderation due to tougher comparisons and a shift of promotional events into the second quarter.

Pattern Group announced it has become a technology partner supporting advertising in ChatGPT, extending its cross-platform reach to the AI-native channel. The integration allows Pattern's brand partners to advertise within ChatGPT, adding to the company's existing support for more than $2 billion in annual ad spend across online marketplaces, Google, Meta, Snap, and TikTok. Pattern's advertising platform draws on more than 77 trillion ecommerce data points to provide cross-platform conversion intelligence, and the company is also introducing agentic campaign management into its workflows. The move deepens Pattern's relationship with OpenAI, as its AI-powered ecommerce execution engine Pi is already available in the ChatGPT app directory.