TA

TaskUs Inc. Class A Common Stock Earnings Recaps

TASK Information Technology 3 recaps
Next earnings: November 6, 2026 (estimated) · full calendar
Q2 2026 Aug 7, 2026

Shares jumped 19.6% post-earnings, driven by upside on revenue and EBITDA margins against guidance and strong growth outside the largest client despite ongoing headwinds from that key relationship.

Key takeaways
  • Q2 revenue was $309 million, beating the top end of guidance by $10.9 million (+3.6%) with 5% year-over-year growth.
  • Adjusted EBITDA margin came in at 18.7%, 70 basis points above guidance, delivering $57.7 million in adjusted EBITDA, 7.5% ahead of expectations on a dollar basis.
  • Revenue from the largest client fell by approximately 22% year-over-year, impacting total revenue concentration which dropped to 20% from 26% last year.
  • Excluding the largest client, revenue grew about 15% year-over-year, with the second through twentieth largest clients expanding roughly 30%, showing accelerated momentum versus Q1.
  • Strong adjusted free cash flow of $36.4 million reduced net leverage below 1.3x, supporting continued investments in AI and growth initiatives.
Q1 2026 May 7, 2026

TaskUs shares edged down 0.3% following a mixed quarter marked by decelerating growth from its largest client and early signs of revenue decline in its Trust and Safety segment despite solid performance in AI Services and overall margin expansion.

Key takeaways
  • Total revenue reached $306.3 million, up 10.3% year-over-year, slightly above the top end of guidance by about 3%.
  • Growth from the largest client slowed sharply to 1%, weighing on overall revenue concentration (down to 24%) due to continued automation efforts.
  • Trust and Safety revenue grew 4.7% year-over-year but is expected to decline starting Q2 and through full-year 2026.
  • AI Services, the fastest-growing segment, delivered a 36% revenue increase to $61.9 million, driven by clients in mobility, logistics, travel, robotics, and technology.
  • Adjusted EBITDA margin reached 19.1%, about 3.5% ahead of the top end of guidance, supported by operational efficiencies and refinancing.
Q3 2025 Nov 8, 2025

TaskUs reported a record third quarter with $298.7 million in revenue, achieving a 17% year-over-year growth rate despite broader industry challenges. The strong financial results underscore the company's commitment to integrating AI into its service offerings.

Key takeaways
  • Revenue reached $298.7 million, marking the highest quarterly revenue in the company's history.
  • Adjusted EBITDA was $63.5 million, reflecting a margin of 21.2%.
  • Adjusted earnings per share reported at $0.42, up 14% year-over-year.
  • The company terminated its proposed take-private transaction after failing to gain shareholder approval, signaling strong valuation expectations from investors.
  • Future investments will focus on combining AI technology with human talent to enhance service delivery and transform the business model.