Upwork

Upwork aims to evolve from a marketplace into an integrated work infrastructure that combines talent matching, enterprise services and AI tools. The product Business Plus saw year‑over‑year growth of 174% and accounts for 6.6% of gross services volume, while the Lifted business expands the offering for enterprise customers. Upwork is launching integrations into AI environments (MCP) and sees AI both as a risk to some jobs and as a driver of new demand; capital allocation remains balanced between growth, share buybacks and potential M&A. » Altro su de.investing.com

Upwork reported adjusted earnings of $0.41 per share for Q2 2026 (consensus $0.34), revenue of $191.7 million and adjusted EBITDA of $64.1 million. The company cut its full-year revenue forecast to $730–750 million and still expects pressure from faster AI automation, weaker Google SEO and a subdued labor market. Despite strong margins and record GSV per active customer, the stock fell about 20.9% after hours to $7.78 as the market put more weight on the weaker outlook. » Altro su de.investing.com

Upwork reported nearly unchanged GSV of $987.1m for Q1 2026 and revenue up 1% to $195.5m, slightly below analysts' expectations. AI-related jobs annualized to over $300m and grew more than 40% within the category, while Business Plus and Lifted showed initial signs of growth. Adjusted EBITDA beat the forecast, but free cash flow and active customers fell; 2026 revenue guidance was cut to $760–790m, sending the stock sharply lower. » Altro su de.investing.com