Loading...
•
Dec 31, 2025
MediaAlpha Q4 2025 Earnings Report
MediaAlpha reported Q4 2025 revenue decline year over year but achieved record transaction value growth driven by strong Property & Casualty performance and significantly higher net income.
Key Takeaways
In Q4 2025, MediaAlpha generated revenue of 291155000 with record transaction value of 612972000, led by strong growth in Property & Casualty insurance, while net income increased substantially to 33985000.
Revenue decreased 3% year over year to 291155000.
Transaction Value increased 23% year over year to 612972000.
Property & Casualty Transaction Value grew 38% to 551590000.
Net income increased to 33985000 from 7301000 in the prior year period.
Forward Guidance
For Q1 2026, MediaAlpha expects Transaction Value between 570000000 and 595000000, revenue between 285000000 and 305000000, and Adjusted EBITDA between 29500000 and 31500000.
Positive Outlook
- Expected Transaction Value growth of approximately 23% year over year at midpoint.
- Revenue guidance midpoint implies 12% year-over-year growth.
- Adjusted EBITDA guidance midpoint implies 4% year-over-year growth.
- Strong momentum in Property & Casualty vertical with expected ~35% Transaction Value growth.
- Board increased share repurchase authorization to 100000000.
Challenges Ahead
- Expected Health Transaction Value decline of approximately 50% year over year in Q1 2026.
- Gross margin declined year over year in Q4 2025.
- Contribution Margin declined year over year.
- Adjusted EBITDA declined year over year in Q4 2025.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...