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Dec 31, 2024

EverCommerce Q4 2024 Earnings Report

EverCommerce reported moderate revenue growth and a strong improvement in adjusted EBITDA for Q4 2024.

Key Takeaways

EverCommerce posted revenue of $175.0 million, up 3.3% year-over-year. Subscription and transaction fee revenue grew 4.2%, reaching $139.0 million. The company reported a net loss of $12.2 million but saw adjusted EBITDA rise to $50.4 million, demonstrating improved profitability. EverCommerce also repurchased 0.6 million shares during the quarter.

Total revenue increased 3.3% YoY to $175.0 million.

Subscription and transaction fee revenue grew 4.2% to $139.0 million.

Adjusted EBITDA rose to $50.4 million, up from $43.1 million last year.

Net loss improved to $12.2 million, compared to $23.3 million in Q4 2023.

Total Revenue
$175M
Previous year: $169M
+3.3%
EPS
-$0.07
Previous year: -$0.12
-41.7%
Adjusted EBITDA
$50.4M
Previous year: $43.1M
+17.0%

EverCommerce

EverCommerce

EverCommerce Revenue by Segment

Forward Guidance

EverCommerce expects stable revenue growth in FY25, with continued margin expansion and strategic investments in SaaS and embedded payments.

Positive Outlook

  • Projected revenue between $581 million and $601 million for FY25.
  • Adjusted EBITDA expected to be in the range of $167.5 million to $175.5 million.
  • Strong focus on SaaS and embedded payment growth initiatives.
  • Expected divestiture of marketing technology solutions to streamline operations.
  • Continued execution of share repurchase program with $32.7 million remaining.

Challenges Ahead

  • Macroeconomic challenges could impact SMB spending on SaaS solutions.
  • Potential revenue reduction due to the planned sale of marketing technology solutions.
  • Ongoing investments in AI and technology may pressure short-term profitability.
  • Stock-based compensation expenses remain a factor in GAAP net losses.
  • Interest expenses and debt obligations could weigh on net earnings.