AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
TaskUs grew Q2 FY2026 revenue 5.0% YoY to $308.9M on 25.8% AI Services growth, but Adjusted EBITDA margin fell to 18.7% from 22.1% as cost of services rose 11.7% and financing expenses jumped 90.6% after a debt-funded $332.8M special dividend.
Biggest Revenue Drivers
Digital Customer Experience$175.7M+6.4% YoY
Increase from existing clients mainly in Mobility, Logistics & Travel, partially offset by a decrease in Financial Services; new clients mainly in Technology.
Trust & Safety$67.1M-12.3% YoY
Decrease from existing clients mainly in Social Media and Retail & eCommerce, partially offset by an increase in Technology and new clients in Professional Services/Financial Services.
Biggest Revenue Drivers
Total revenue: $308.9M+5.0% YoY
Digital Customer Experience$175.7M+6.4% YoY
Increase from existing clients mainly in Mobility, Logistics & Travel, partially offset by a decrease in Financial Services; new clients mainly in Technology.
Trust & Safety$67.1M-12.3% YoY
Decrease from existing clients mainly in Social Media and Retail & eCommerce, partially offset by an increase in Technology and new clients in Professional Services/Financial Services.
AI Services$66.1M+25.8% YoY
Increase from existing clients mainly in Mobility, Logistics & Travel, partially offset by a decrease in Social Media; new clients mainly in Mobility, Logistics & Travel.
Largest Expense Items
Cost of services$201.7M+11.7% YoY
Higher personnel costs of $13.5M from increased headcount and a shift to higher cost geographies, plus facilities costs for site expansion and enhanced security.
Selling, general and administrative expense$54.6M-20.1% YoY
Lower transaction costs of $10.2M and lower personnel costs of $4.6M, including a $4.5M reduction in stock-based compensation expense.
Depreciation$11.6M+17.5% YoY
Site expansions and acquisition of technology hardware to support increased headcount.
Financing expenses$8.8M+90.6% YoY
Higher outstanding principal balance and interest rate following the March 2026 Refinancing.
Margins: Operating income rose 9.7% YoY to $33.3M, but Adjusted EBITDA margin fell to 18.7% from 22.1% as cost of services grew 11.7% on higher personnel costs and a shift to higher-cost delivery geographies, while SG&A fell 20.1% on lower transaction and stock-based compensation costs.
Watch Items from the Filing
Client A was 20% of Q2 revenue (down from 26%) and Client B was 11%; top ten clients represented 64% of total service revenue.
Trust & Safety revenue declined 12.3% YoY, driven by losses among existing Social Media and Retail & eCommerce clients.
March 2026 Refinancing raised a $500.0M term loan (6.482% rate) to fund a $332.8M special dividend, lifting long-term debt to $468.7M from $219.8M.
A new lawsuit (Tommy Gardner v. Ledger SAS et al., filed July 7, 2026) alleges damages exceeding $3.0 million tied to a data breach; the Company has not yet responded.
Ten clients accounted for $160.7M, or approximately 65%, of gross accounts receivable of $245.4M as of June 30, 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Walsh Claudia FGeneral CounselShares withheld for tax or exercise price · Apr 1, 2026
Weir JasparPresidentShares withheld for tax or exercise price · Mar 26, 2026
Maddock BryceChief Executive OfficerShares withheld for tax or exercise price · Mar 26, 2026
About TaskUs, Inc. (TASK): stock profile, AI score and financials
TaskUs, Inc. (TASK) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores TASK at 62.5/100 on a composite quality score built from its SEC filings, placing it at rank #700 of 2,925 stocks — the top 25% of the AI-ranked universe. TASK scores in the top quartile across balance sheet strength (86.6). Areas of concern include institutional flow (9.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 35.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TaskUs, Inc. reports quarterly revenue of $308.9M, net income of $22.0M, an operating margin of 10.8%. Top institutional holders of TASK by reported 13-F value include Blackstone, Think Investments, Saba Capital Management, L.P., based on the most recent SEC filings. TASK trades on the Nasdaq exchange and files with the SEC under CIK 1829864. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TASK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TaskUs, Inc. directly from SEC EDGAR.