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LY: Double-digit growth lifted guidance, while commerce strength and Agent i advance the outlook

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Q2 revenue and adjusted EBITDA grew at double-digit rates, prompting higher full-year guidance and shareholder returns. Media ad pressure remains, while commerce and strategic businesses expanded and Agent i monetization is beginning.

Based on LY Corporation [4689] Q2 2027 Audio Transcript — Nov. 5 2026

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