Here Group (HERE) Q3 FY26 earnings call

Earnings call· Mar 2026 (Q3 FY26)· Consumer Discretionary· Jun 5, 2026

Source: earnings call transcript

Here Group delivered Q3 FY26 results that surpassed revenue guidance, driven by strong IP performance and improved gross margins, despite a challenging market and seasonal slowdown. The company is strategically focusing on building core IP strength, expanding offline and online channels, and optimizing operations for long-term growth. Management is refining its capital allocation and cost structure to navigate current market conditions while investing in future IP development and user engagement.

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HERE operating KPIs by quarter

HERE operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2026 Q3 FY26	Jun 2026 Q4 FY26	Change vs prior quarter
IPs in portfolio	20 As of March 31, 2026, our IP portfolio includes 20 total IP. Source: earnings call transcript	22 As of June 30, 2026, our total portfolio expanded to 22 IPs, compromising compromising 13 proprietary [indiscernible] Under exclusively licensed states. Source: earnings call transcript	+10%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.