NerdWallet reported Q4 FY2025 revenue of USD 225.4 million, up 23% year-over-year, and GAAP income from operations of USD 19.4 million. Q4 GAAP net income was USD 14.0 million (USD 0.19 per diluted share), while non-GAAP operating income was USD 24.7 million and adjusted EBITDA was USD 36.7 million. For FY2025, NerdWallet posted revenue of USD 836.6 million, GAAP income from operations of USD 65.2 million, and GAAP net income of USD 48.7 million (USD 0.64 per diluted share). FY2025 non-GAAP operating income was USD 96.0 million and adjusted EBITDA was USD 145.0 million. By product in Q4 FY2025, insurance revenue was USD 81.2 million (+13%), credit cards revenue was USD 26.5 million (-24%), SMB products revenue was USD 22.5 million (-12%), loans revenue was USD 42.3 million (2.4x), and emerging verticals revenue was USD 52.9 million (+57%). The company cited strength in performance marketing, direct and non-search referral channels offsetting organic search headwinds, with particularly strong growth in personal loans and banking; it also said organic search remains challenged as consumers turn to AI overviews and LLMs. NerdWallet ended Q4 with cash and cash equivalents of USD 98.3 million (+48%). The board also increased the company’s share repurchase authorization by USD 100.0 million, bringing the aggregate authorization to USD 225 million, and said it will shift revenue reporting starting in Q1 FY2026 to Consumer and SMB user groups, with prior periods to be recast.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Nerdwallet Inc. published the original content used to generate this news brief on February 25, 2026, and is solely responsible for the information contained therein.
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