Dec 31, 2024

MeridianLink Q4 2024 Earnings Report

MeridianLink reported strong Q4 2024 revenue growth and improved profitability metrics.

Key Takeaways

MeridianLink's Q4 2024 revenue increased 7% year-over-year to $79.4 million, driven by demand for digital lending solutions. Lending software solutions revenue grew 7% to $63.8 million, while data verification software solutions revenue increased 4% to $15.6 million. The company reported a net loss of $7.7 million, while non-GAAP net income reached $5.9 million. Free cash flow stood at $12.1 million, reflecting solid cash generation.

Q4 2024 revenue grew 7% year-over-year to $79.4 million.

Lending software solutions revenue increased 7% to $63.8 million.

Net loss of $7.7 million, but non-GAAP net income reached $5.9 million.

Free cash flow totaled $12.1 million, representing 15% of revenue.

Total Revenue
$79.4M
Previous year: $74.6M
+6.5%
EPS
$0.08
Previous year: -$0.29
-127.6%
Adjusted EBITDA Margin
42%
Gross Profit
$52.8M
Previous year: $39.7M
+32.9%
Cash and Equivalents
$92.8M
Previous year: $80.4M
+15.3%
Free Cash Flow
$12.1M
Previous year: $9.64M
+25.1%
Total Assets
$961M
Previous year: $996M
-3.5%

MeridianLink

MeridianLink

MeridianLink Revenue by Segment

Forward Guidance

MeridianLink expects steady growth in fiscal 2025, with revenue projected to increase and continued investments in digital lending solutions.

Positive Outlook

  • FY 2025 revenue expected between $326M and $334M.
  • Adjusted EBITDA forecasted between $131.5M and $137.5M.
  • Strong pipeline with record bookings in Q4 2024.
  • Continued expansion in digital lending and verification services.
  • Stock repurchase program of up to $129.5M authorized.

Challenges Ahead

  • Macroeconomic conditions may impact financial institutions' spending.
  • Higher operating expenses could pressure profitability in early 2025.
  • Interest expense remains a headwind due to debt levels.
  • Potential regulatory changes could affect data verification services.
  • Competitive pressures in digital lending may lead to pricing adjustments.