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| SECOND QUARTER AND FIRST HALF 2026 REVENUES | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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SECOND QUARTER REVENUES UP 29% (+34% LIKE-FOR-LIKE) FIRST HALF REVENUES UP 20% (+25% LIKE-FOR-LIKE) MRR UP 20% YEAR-ON-YEAR AND +4% SEQUENTIALLY
Q2 and H1 figures are unaudited.
Data subject to limited review by Ateme's statutory auditors.
Alternative performance indicator, not subject to Ateme's statutory auditors' review. Paris, July 16, 2026 - Ateme (ISIN: FR0011992700) generated revenues of €30.4 million in Q2 2026, up 29% year-on-year (+34% like-for-like). For H1 2026 as a whole, revenues were up 20% year-on-year (+25% like-for-like). By region, the following performances were recorded:
Monthly Recurring Revenues (MRR[3]) rose from €3,135K in April 2026 to €3,245K in July 2026, up 4% sequentially. Year-on-year, MRR is now up 20%. This July MRR translates into an Annual Recurring Revenue (ARR) of €38.9 million. A new competitive landscape Recent industry consolidation, such as the merger of MediaKind with Harmonic's video business and Lumine Group's agreement to acquire Synamedia's Video Network Business, underscores the rapid evolution of the video technology landscape. As major players focus on integration and restructuring, Ateme remains agile and customer-centric, well-positioned to leverage its innovative solutions and deep expertise to meet the evolving needs of the market. This dynamic environment reinforces Ateme's commitment to delivering cutting-edge, flexible, and high-performance video processing and delivery technologies, ensuring our partners and customers continue to benefit from stability, innovation, and tailored support. Commercial momentum remained strong throughout the quarter, reflecting Ateme's ability to capitalize on the industry's transition toward cloud-native, premium video experiences Recent wins with Moldtelecom and VTVcab reinforce the company's position as a trusted end-to-end OTT platform provider, while partnerships with BCE, Scaleway and Akamai demonstrate the flexibility of Ateme's infrastructure-agnostic approach, from sovereign European cloud environments to global deployments. Building on its long-standing leadership in video compression efficiency, Ateme continues to expand its presence in premium sports workflows through major football and cricket projects, as well as collaborations with Eurovision and RTL on advanced frame-rate conversion technologies. This combination of innovation and execution was further recognized when Apple referenced Ateme's immersive video workflow at WWDC26 (Apple Worldwide Developers Conference), highlighting the company's role in shaping the next generation of video experiences. Ateme is also shaping the future of ultra-low latency streaming, with real life experimentation of the new Media-over-Quic standard during a major football event. Michel Artières, Chairman and CEO of Ateme, commented: “Our H1 growth has surpassed expectations, with 20% year-on-year growth in revenues (+25% like-for-like) and also 20% in MRR. Our strategic efforts are clearly delivering results in all geographies, and our strengthened competitive positioning is effectively mitigating the impact of global supply chain disruptions. The momentum with major streaming platforms and in the sports industry will be instrumental in supporting significant progress in our financial results, on track to deliver on our medium-term objectives for 2027.” Next events: September 10th, 2026: First Half 2026 Results October 22nd, 2026: 2026 Q3 Revenues Each publication will be released after Euronext Paris market closing. About Ateme Name: ATEME - ISIN Code: FR0011992700 - Ticker: ATEME - Compartment: C
DISCLAIMER [1] At constant exchange rate and perimeter [2] Alternative performance indicator, not subject to ATEME's statutory auditors' review: Monthly Recurring Revenue is defined as the sum of (1) the monthly revenue from support contracts in hand, and (2) the monthly revenue from multi-year licensing contracts in hand (CAPEX), and (3) the monthly revenue from license lease contracts (OPEX). [3] Alternative performance indicator, not subject to ATEME's statutory auditors' review: Monthly Recurring Revenue is defined as the sum of (1) the monthly revenue from support contracts in hand, and (2) the monthly revenue from multi-year licensing contracts in hand (capex), and (3) the monthly revenue from license lease contracts (OPEX). |