billups vs Firefly

Winning Q4: What UK Brands Need to Know When Planning for the Golden Quarter

A new article has been published on the billups blog: 'Winning Q4: What UK Brands Need to Know When Planning for the Golden Quarter' (Oct 5, 2026).

Billups CEO Says OOH Has Measurement Receipts

Jaime Byrdak, CEO of Billups North America and Drum Awards Festival juror, argues that out-of-home (OOH) advertising is now one of the most measurable channels, contrary to its perception as a brand-awareness-only medium. She highlights that billboards can be tied to store visits and conversions, and that proving performance protects OOH budgets from cuts. Byrdak also discusses the role of AI in OOH, crediting CTO Shawn Spooner's tool 'audrai' for speeding up workflows by up to 50%. She emphasizes that AI handles the 'what' and 'how fast,' while humans own the 'why,' and stresses the importance of curiosity and relationship-building for future leaders.

• Jaime Byrdak is CEO of North America at Billups, an OOH media company.
• She is a juror at the Drum Awards Festival 2026.
• Billups' CTO Shawn Spooner built an OOH-specific AI tool called 'audrai'.

The intelligence behind better OOH decisions

New article on billups.com: 'The intelligence behind better OOH decisions' (6 min read, Aug 24, 2026).

Firefly Wins Two Gold and One Silver at the 2026 OBIE Awards

Firefly has been awarded two gold and one silver at the 2026 OBIE Awards, recognizing excellence in out-of-home advertising.

10-Q Financial Filing Analysis for Firefly (2026-08-11)

Firefly Aerospace Inc. reported results for the second quarter ended June 30, 2026, highlighted by total revenue of $117.7 million, representing a 657% year-over-year increase compared to $15.5 million in Q2 2025. Growth was primarily driven by the Spacecraft Solutions segment, which generated $108.3 million in revenue following the consolidation of SciTec (acquired in October 2025) and ongoing milestone execution on Blue Ghost and Elytra spacecraft programs. Launch revenue rose 48% year-over-year to $9.4 million, reflecting progress on launch facility engineering services. Operating expenses escalated to $119.1 million during Q2 2026, driven by higher R&D investments in the Alpha Block II configuration upgrade and increased SG&A from public company operations and SciTec integration. The quarterly net loss expanded to $92.3 million from $63.8 million in the prior-year period. Firefly strengthened its balance sheet during the quarter by closing a primary equity offering generating $181.6 million in net proceeds and completed the acquisition of AI-guidance specialist Space-ng on June 23, 2026, closing the period with $635.3 million in cash, cash equivalents, and short-term investments.

• Q2 2026 total revenue reached $117.7 million (+657% YoY), while six-month revenue rose 178% YoY to $198.6 million, led by Spacecraft Solutions revenue of $108.3 million.
• Total contract backlog stood at approximately $1.47 billion as of June 30, 2026, including $403.1 million in multi-launch agreements.
• Firefly raised $181.6 million in net proceeds via a registered primary offering on June 1, 2026, and ended Q2 with $635.3 million in total cash and short-term investments.

Firefly Expands Latin American Presence with Launch in Colombia

Firefly announces its expansion into Colombia, further strengthening its presence in Latin America.