Overview
Marchex Q3 revenue declines to $11.5 mln, missing analyst expectations
Adjusted EBITDA for Q3 2025 misses estimates despite improvement
Company announces agreement to acquire Archenia, enhancing AI capabilities
Outlook
Marchex expects Q4 2025 revenue and Adjusted EBITDA to be sequentially lower
Company anticipates 10% revenue growth in 2026 on a run rate basis
Marchex expects Adjusted EBITDA margins of 10% or more in 2026
Result Drivers
REVENUE MIGRATION DILUTION - Co cites ongoing revenue migration dilution as a factor in revenue decline during tech platform migration
SALES BOOKINGS INCREASE - Co reports significant increases in sales bookings, expecting continued growth
NEW PRODUCT LAUNCHES - Co launched new products and vertical AI capabilities, contributing to sales growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Miss | $11.51 mln | $11.90 mln (1 Analyst) |
Q3 Net Income | -$1.02 mln | ||
Q3 Adjusted EBITDA | Miss | $621,000 | $826,000 (1 Analyst) |
Q3 Income from Operations | -$941,000 | ||
Q3 Operating Expenses | $12.46 mln |
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the advertising & marketing peer group is "buy"
Wall Street's median 12-month price target for Marchex Inc is $4.00, about 60% above its November 12 closing price of $1.60
Press Release: ID:nBwbFtP79a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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