QuinStreet Earnings Call Transcripts
Fiscal Year 2026
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Performance marketing leader leverages proprietary data and AI to drive efficient, targeted customer acquisition for large clients in insurance and home services. Growth is fueled by existing clients expanding budgets, ongoing margin expansion, and strategic acquisitions, with technology and digital adoption as key drivers.
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Record Q3 revenue and adjusted EBITDA were driven by strong growth in auto insurance and home services, with AI initiatives boosting productivity and new revenue streams. Q4 guidance projects further acceleration, and double-digit growth is expected next fiscal year.
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Fiscal Q2 delivered record revenue and exceeded guidance, driven by strong auto insurance and home services growth. The HomeBuddy acquisition expands market reach, and AI initiatives are enhancing performance. Full-year revenue and margin growth are expected to accelerate.
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Record Q1 revenue and strong Adjusted EBITDA were driven by robust auto insurance and home services growth. Margin expansion is underway, supported by new products, AI initiatives, and a $40M share repurchase program. Guidance calls for double-digit revenue and 20%+ Adjusted EBITDA growth in FY26.
Fiscal Year 2025
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Q4 and fiscal 2025 delivered record revenue and margin expansion, with strong growth in auto insurance and home services. Guidance for fiscal 2026 anticipates continued revenue and EBITDA growth, supported by broad-based carrier demand and ongoing investments in media and product innovation.
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Fiscal Q3 saw 60% revenue growth and 145% adjusted EBITDA growth year-over-year, led by strong gains in financial services and home services. Fiscal 2025 guidance is maintained, with tariff uncertainties widening the Q4 outlook range but double-digit growth expected.
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Record Q2 revenue and strong adjusted EBITDA were driven by surging auto insurance demand and double-digit growth in other verticals. Guidance for fiscal 2025 was raised, with margin expansion expected as media supply constraints ease and new initiatives scale.
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Q1 revenue surged 125% year-over-year, led by a 664% jump in auto insurance and strong growth across all verticals. Full-year guidance was raised to $1 billion revenue and $75–80 million adjusted EBITDA, with FCC rule changes and election-year uncertainty factored into the outlook.
Fiscal Year 2024
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Record Q4 revenue and EBITDA growth driven by a broad-based auto insurance recovery and strong performance in all client verticals. FY25 guidance projects continued robust revenue and margin expansion, with regulatory and market shifts well accounted for.