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Bending Spoons S.p.A. reported very strong Q2 2026 growth driven largely by acquisitions. Revenue reached $704 million, up 126% year over year, with operating income of $240 million and net income of $177 million. Adjusted Operating Income rose to $381 million, a 150% increase, and Adjusted EPS was $0.46, up 167%.
Organic revenue growth was 3%, with Tractive and WeTransfer offsetting weakness in Remini and Splice. A highly acquisitive strategy continued: the company closed the $759 million Tractive deal and agreed to acquire Airtable for $1.29 billion in cash. Net debt stood at $4.09 billion and the leverage ratio at 2.4×, reflecting substantial term loan borrowings, partly hedged with interest rate swaps.
Liquidity is supported by $793 million of cash and $1.28 billion of undrawn revolver capacity at quarter-end, plus $1.10 billion of net proceeds from a subsequent Nasdaq IPO. For full-year 2026, Bending Spoons forecasts revenue of $2.78–$2.82 billion and Adjusted Operating Income of $1.46–$1.51 billion, implying triple-digit percentage growth at the range midpoints.
Bending Spoons S.p.A. has agreed to acquire Airtable in an all-cash transaction. A wholly owned U.S. subsidiary will purchase 100% of Airtable’s shares from Formagrid Holdings LLC, valuing Airtable at an enterprise value of $1.285 billion and implying an equity value of approximately $2.25 billion, subject to customary purchase price adjustments and closing conditions. Closing is expected later this year, contingent on required regulatory approvals and other conditions, and the agreement includes mutual termination rights if the deal is not completed by February 4, 2027, with potential extension for pending regulatory clearances.
Airtable reports annual recurring revenue of approximately $480 million as of June 2026, growing over 20% year over year, and is used by more than 500,000 organizations, including 80% of the Fortune 100. Bending Spoons highlights this as its first acquisition since listing on Nasdaq, adding Airtable to a portfolio that in March 2026 served over 500 million monthly active users and more than 9 million monthly paying customers across brands such as AOL, Eventbrite, Evernote, Vimeo, and others.
Baillie Gifford & Co, an investment adviser organized in Scotland, reports beneficial ownership of ordinary shares of Bending Spoons S.p.A. under a Schedule 13G filing. It reports beneficial ownership of 49,503,716 ordinary shares, representing 15.23% of the outstanding class.
Baillie Gifford & Co has sole voting power over 46,909,983 shares and sole dispositive power over 49,503,716 shares, with no shared voting or dispositive power. The securities are held by Baillie Gifford & Co and/or its investment adviser subsidiaries, including Baillie Gifford Overseas Limited, on behalf of investment advisory clients such as registered investment companies, employee benefit plans, pension funds, or other institutional clients.
Bending Spoons S.p.A. entered into a new €500 million SACE-backed medium-long-term term loan facility provided by HSBC Continental Europe, Intesa Sanpaolo, and BPER Banca, maturing in March 2031. The facility benefits from a guarantee by SACE.
Together with €495 million of additional term loan A financing and a €490 million increase in revolving credit facility commitments, Bending Spoons has agreed €1.49 billion of new and expanded facilities since the beginning of the second quarter. These facilities are available for general corporate purposes and acquisitions and all mature in March 2031. In March 2026, the company served over 500 million monthly active users and more than 9 million monthly paying customers.
Bending Spoons S.p.A. Schedule 13G shows Durable Capital Partners reports beneficial ownership of 23,586,614 ordinary shares, representing 7.3% of the class based on 324,978,625 shares outstanding as of 07/01/2026. The filing states Durable Capital Master Fund LP holds 17,707,744 shares and Durable Capital Opportunities Fund LP holds 5,878,870 shares. Durable Capital Partners, as investment adviser, "has sole power to direct the vote and disposition" of these shares; governance and economic relationships among the funds, Durable Capital Partners GP LLC, and Henry Ellenbogen are disclosed.