APP: Expectations vs Outcomes

Not on the calendar yet

No implied move was quoted for this print, so it is tracked on the guidance axis only.

Issued alongside a quarter that came in at the bottom of its own range, which is what makes the next one worth scoring.

Guidance published; the print is not on the calendar yet. The row scores when the date is confirmed and the quarter is reported.

Our coverage of the print where it was issued

Reported 2026-08-05 (after close) · reaction session 2026-08-06

Implied

12-13%

struck an earlier session, 2026-08-03

Realised

-19.7%

close to close

Ratio

1.57x

+7.2% vs priced

Rolling

1.57x

after 1 scored

The only miss on the board so far, and it is a narrow one: revenue landed at the bottom of the range and adjusted EBITDA came in half a point under it. Reported ranges differ slightly by source (some quote $1.92-1.95bn and $1.62-1.65bn), which does not change either verdict. No primary source was indexed at entry, so both metrics sit outside the strict scorecard until the filing is cited.

417.8 to 335.67

Resolved on the August 6 close: 417.80 to 335.67, a fall of 19.66% over the reaction session, against a 12.5% implied. Published reads ran from 19.24% to 20% and one quoted 17% from the pre-market; the two closes are what the row scores. The guidance block on this row already shows revenue printing at the bottom of its own range and EBITDA below it, which is the reaction in one line.

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