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Jun 30, 2025
QuinStreet Q4 2025 Earnings Report
QuinStreet reported strong fiscal fourth quarter and full fiscal year 2025 results, with significant revenue growth and margin expansion.
Key Takeaways
QuinStreet delivered a robust performance in the fiscal fourth quarter of 2025, with revenue increasing by 32% year-over-year to $262.1 million. The company achieved GAAP net income of $3.2 million and adjusted net income of $14.7 million. Adjusted EBITDA saw a substantial 101% increase, reaching $22.1 million, driven by strong demand in Auto Insurance and Home Services.
Q4 2025 revenue increased 32% year-over-year to $262.1 million, demonstrating strong growth.
Adjusted EBITDA for Q4 2025 surged by 101% year-over-year to $22.1 million, indicating significant margin expansion.
Auto Insurance revenue grew by 62% year-over-year in Q4, while Home Services revenue increased by 21%.
The company ended FY2025 with a strong balance sheet, including $101.1 million in cash and cash equivalents and no bank debt.
Revenue by Segment
Forward Guidance
QuinStreet expects continued growth and margin expansion in fiscal year 2026, with Q1 revenue projected to be around $280 million and Adjusted EBITDA around $20 million. For the full fiscal year 2026, revenue is expected to grow about 10% and Adjusted EBITDA about 20%.
Positive Outlook
- Expected strong sequential Auto Insurance revenue growth in FYQ1.
- Significant pent-up demand anticipated in Auto Insurance.
- Continued aggressive investment to capitalize on growing demand.
- Projected revenue growth of about 10% for full fiscal year 2026.
- Anticipated Adjusted EBITDA growth of about 20% for full fiscal year 2026, indicating further margin expansion.
Challenges Ahead
- Client spending in Auto Insurance has been guarded due to remaining tariff uncertainties.
- Moderation in carrier spending growth in the second half of the fiscal year due to tariff uncertainties.
- The company is not able to provide a quantitative reconciliation for adjusted EBITDA guidance due to high variability and complexity of certain items.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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