BZFD
BuzzFeed, Inc.0.9770
-0.0230-2.3%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
No Q&A; guidance withheld
BuzzFeed's Q4 earnings call featured no Q&A session, offering zero incremental insights or pushback on prepared remarks. Jonah Peretti pitched the sum-of-parts undervaluation, spotlighting brands, tripling studio revenue to $16.1 million for the year, and AI-driven products launching soon. Matt Omer detailed $56.5 million Q4 revenue, up 1% YoY, and $12 million adjusted EBITDA, while withholding 2026 guidance amid strategic reviews tackling liquidity. The call had no Q&A whatsoever. Management's bullish tone on unlocking value went untested. Investors will watch strategy updates closely.
Key Stats
Market Cap
36.35MP/E (TTM)
-Basic EPS (TTM)
-0.91Dividend Yield
0%Recent Filings
8-K
Debt deferral, Nasdaq warning
BuzzFeed secured lender consent to defer its $5.0 million principal repayment from February 27 to March 6, 2026, under the May 2025 Credit Agreement, paying a $20,000 extension fee. Nasdaq notified the firm March 2 of 30 days below $1.00 bid price, granting 180 days to August 31 for compliance. Lenders hold default leverage. Delisting looms without cure.
8-K
BuzzFeed defers $5M debt payment
8-K
Q3 revenue drops 17%
BuzzFeed reported Q3 2025 revenue of $46.3 million, down 17% from $55.6 million in Q3 2024, with net loss from continuing operations at $7.4 million versus prior profit. Advertising fell 11%, content 33%, yet direct traffic hit 63% of BuzzFeed.com visits. Adjusted EBITDA slipped to $0.8 million. Full-year outlook: revenue $185M-$195M, Adjusted EBITDA break-even to $10M.
10-Q
Q3 FY2025 results
BuzzFeed's Q3 revenue fell 17% y/y to $46.3M (derived), with advertising down 11% to $22.2M, content dropping 33% to $7.2M, and commerce off 15% to $17.0M, yet costs shrank faster—operating loss narrowed to $6.0M from $2.0M profit while gross margins held amid restructuring. Q3 diluted EPS of -$0.20 matched basic on 37.2M shares, no anti-dilution. Cash dipped to $34.3M, offset by $45M Term Loan at ~11% (May 2028 maturity, $5M liquidity covenant met) after retiring convertibles; ops cash burn slowed to $7.0M YTD. Small M&A added minor content revenue. AI search summaries threaten news traffic.
8-K
BuzzFeed adds $5M loan
BuzzFeed amended its credit agreement on August 25, 2025, adding a $5.0 million incremental term loan, fully drawn that day and due February 20, 2026. Aggregate commitment rose to $45.0 million. Lenders now permit $25.0 million overadvance through February 20, 2026. Flexibility boosts liquidity, yet short maturity looms.
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