{"filings":[{"id":2078719,"accession_number":"0001811935-26-000051","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K","filed_at":"2026-08-05T20:04:12+00:00","items":["2.02","9.01"],"status":"ready","headline":"Pattern Group Q2 revenue $877M (+47% YoY); record NRR 129%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record revenue $877M, up 47% YoY; net income $27M ($0.15 diluted EPS), up 16% YoY.","Record NRR of 129% (up from 118% prior year); international revenue $110M (+87% YoY).","Adjusted EBITDA $54M, up 54% YoY; TTM free cash flow $106M, up 92% YoY.","Launched Pattern Intelligence (Pi) platform, powered by 91 trillion data points and 44 patents.","Non-Amazon revenue $82M, up 93% YoY; fourth consecutive quarter of 40%+ revenue growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":806237,"accession_number":"0001811935-26-000046","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K/A","filed_at":"2026-06-02T20:15:57+00:00","items":["5.07"],"status":"ready","headline":"Pattern Group Board adopts annual say-on-pay votes through at least 2032","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders expressed preference for annual say-on-pay advisory vote at May 15, 2026 annual meeting.","Board on May 27, 2026 determined future say-on-pay votes will be held every year.","Next frequency vote required no later than 2032 annual meeting; board may revisit sooner."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":582078,"accession_number":"0001811935-26-000044","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K","filed_at":"2026-05-21T20:12:46+00:00","items":["5.07"],"status":"ready","headline":"Pattern Group annual meeting results: directors elected, say-on-pay approved, auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Proposal 1: Scott Hilton (547,477,098 for) and Ann Mather (551,390,382 for) elected as directors for 3-year terms.","Proposal 2: Ratification of Deloitte & Touche as independent auditor for FY 2026 approved (566,940,619 for).","Proposal 3: Advisory say-on-pay vote passed with 553,516,618 votes in favor.","Proposal 4: Stockholders selected 'every year' as frequency for future say-on-pay votes (553,466,608 for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95675,"accession_number":"0001811935-26-000037","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Pattern Q1 revenue $774M (+43% YoY); record NRR 127%; diluted EPS $0.16","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $774M (+43% YoY); net income $29M ($0.16 diluted EPS); adjusted EBITDA $54M (+59% YoY).","NRR record 127% (prior year 115%); international revenue $90M (+101% YoY).","Non-Amazon revenue $71M (+119% YoY); free cash flow TTM $99M (+69% YoY).","Operating cash flow TTM $124M (+57% YoY); CEO cites AI-driven ecommerce shift and momentum.","Record revenue growth across all segments; guidance not explicitly updated but momentum cited."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":773727000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108902,"accession_number":"0001811935-26-000016","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Daniel Gay resigns from Pattern Group board; John Bailey joins Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Daniel Gay resigned as director effective March 16, 2026, citing personal reasons; no disagreement with Company.","Board reduced authorized director count from 7 to 6 following Gay's departure.","John Bailey appointed as member of the Audit Committee effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108901,"accession_number":"0001811935-26-000012","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Pattern Group reports record Q4 revenue $723M (+40% YoY), full year $2.5B (+39%); authorizes $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 revenue $723M (+40% YoY); net income $29M (+58%); adjusted EBITDA $43M (+59%).","Full year revenue $2.5B (+39%); adjusted EBITDA $153M (+52%); net income $16M (includes $104M IPO stock comp).","Record NRR of 124% (up from 116%); international revenue $266M (+63%); non-Amazon revenue $183M (+60%).","Board authorized $100M share repurchase program; no termination date; funded from cash and future cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108900,"accession_number":"0001811935-26-000005","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Pattern Group lock-up expiration expected March 9, 2026 after Q4 earnings release","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lock-up agreements restrict insider sales until earlier of two trading days after Q4 2025 earnings or 180 days after Sept 18, 2025.","Company will report Q4 and full year 2025 earnings on March 5, 2026 at 5:00 p.m. ET.","Lock-up period expected to end at opening of trading on March 9, 2026.","No change to the underlying lock-up agreements; announcement provides clarity on expiration date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125361,"accession_number":"0001811935-25-000055","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Pattern Q3 revenue $640M (+46% YoY); Adjusted EBITDA $41M (+88%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q3 revenue of $640M, up 46% YoY; Net Revenue Retention 122% vs 113% a year ago.","International revenue $53M (+72% YoY); revenue not from Amazon $47.1M (+81%).","Net loss $59M, including $92M in IPO-related stock comp; Adjusted EBITDA (non-GAAP) $41M, +88%.","Net loss per share $2.19; GAAP net loss includes $164M non-cash deemed dividend from Series B conversion.","TTM operating cash flow $92M vs $67M; TTM free cash flow $71M vs $49M in prior period."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":1778211000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142074,"accession_number":"0001628280-25-042520","cik":1811935,"company_name":"Pattern Group Inc.","ticker":"PTRN","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"Pattern Group completes IPO of 21.4M shares at $14; net proceeds $150M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 21,428,572 shares closed Sept 22, 2025; public price $14.00 per share.","Company sold 10,714,286 shares, gross proceeds $150M before underwriting costs.","Selling stockholders sold remaining 10,714,286 shares; company received no proceeds.","Shares of Series A common stock trade on Nasdaq Global Select under symbol PTRN.","Amended charter and bylaws became effective upon IPO closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":3335694441.043897,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}