Every material Form 8-K Merlin, Inc. has filed with the SEC since May 14, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Merlin's Board appointed Mark Brunner, the company's Chief Revenue Officer since April 2026, as President effective immediately, according to the filing dated October 27, 2026. Matthew George remains Chief Executive Officer and Chairman, so the change adds a President role without changing the top executive or board leadership.
Mark Brunner, age 60, was appointed President effective immediately on October 27, 2026, and continues to be listed as Chief Revenue Officer, a role he has held since April 2026.
Matthew George remains Chief Executive Officer and Chairman of the Board.
Brunner previously served as Executive Vice President, Public Sector at PsiQuantum (July 2024 to March 2026) and as President, Public Sector at Primer AI (January 2022 to July 2024).
The filing states no arrangements or understandings tied to the appointment and no related-party transactions requiring disclosure.
Merlin reported second quarter 2026 revenue of $2.2 million and a GAAP net loss of $58.4 million, compared with $1.0 million of revenue and a $90.4 million net loss in the first quarter. Year over year, revenue fell from $3.1 million and the net loss widened from $16.3 million, and the Adjusted EBITDA loss grew sequentially to $27.8 million from $23.3 million. Cash, cash equivalents, and short-term investments rose to $183.9 million with no debt, and the net loss attributable to common stockholders was $127.5 million after preferred stock charges.
Q2 2026 revenue was $2.2 million, up from $1.0 million in Q1 2026 and down from $3.1 million in Q2 2025.
GAAP net loss was $58.4 million, versus $90.4 million in Q1 2026 and $16.3 million in Q2 2025.
Adjusted EBITDA loss was $27.8 million, versus $23.3 million in Q1 2026.
Cash, cash equivalents, and short-term investments were $183.9 million at June 30, 2026, up from $123.1 million at March 31, 2026, and the company reported no debt.
Merlin, Inc. reported first-quarter 2026 results, its first report as a public company after its business combination closed on March 16, 2026. Revenue rose to $1.0 million from $0.9 million, but the GAAP net loss widened to $90.4 million from $12.7 million, and the adjusted EBITDA loss grew to $23.3 million from $10.4 million. The company also said a May 1, 2026 equity financing brought cash, cash equivalents, and short-term investments to about $183 million with no debt outstanding.
Total revenue of $1.0 million for Q1 2026, compared with $0.9 million in Q1 2025
GAAP net loss of $90.4 million, compared with $12.7 million; the filing attributes $87.8 million of the loss to a change in fair value of convertible promissory notes
Adjusted EBITDA loss of $23.3 million, compared with $10.4 million in Q1 2025
Cash, cash equivalents, and short-term investments of $122.8 million at March 31, 2026; about $183 million after the May 1, 2026 equity financing
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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