Csquare, Inc. (CSQR) Q2 2026 Earnings Call Transcript

Csquare, Inc. ( CSQR ) Q2 2026 Earnings Call August 6, 2026 5:00 PM EDT Company Participants Michael Bowen Spencer Mullee - CEO & Director Steven Cook - Chief Financial Officer Conference Call Participants Michael Elias - TD Cowen, Research Division Cameron McVeigh - Morgan Stanley, Research Division Eric Luebchow - Wells Fargo Securities, LLC, Research Division Maher Yaghi - Scotiabank Global Banking and Markets, Research Division John Petersen Richard Choe - JPMorgan Chase & Co, Research Division Presentation Operator Good day, and welcome to the Csquare Second Quarter 2026 Earnings Announcement Conference Call. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Michael Bowen. Please go ahead. Michael Bowen Good afternoon, and welcome to Csquare's Second Quarter 2026 Earnings Conference Call. Joining me today are Spencer Mullee, Chief Executive Officer; and Steve Cook, Chief Financial Officer. Earlier today, we issued our second quarter earnings release and supplemental materials, which are available in the Investor Relations section of our website. Before we begin, I'd like to remind everyone that today's discussion will include forward-looking statements regarding our expectations for future operating performance, capital allocation, market demand, pricing trends, leverage and other future events. These statements are based on our current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to today's earnings release and our SEC filings for additional information regarding these forward-looking statements and the risks associated with them as well as reconciliations of the non-GAAP financial measures discussed today to the most directly comparable GAAP measures. With that, I'll turn the call over to Spencer. Spencer Mullee CEO & Director Thank you, Michael, and good afternoon, everyone. I appreciate you joining us today. The second quarter reflected the consistency of the business we've