FTHM
Fathom Holdings Inc.1.0800
-0.0400-3.57%
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
Elevate/Edge details, ByOwner leads
Q&A stayed brief with one analyst, offering color on prepared initiatives without contradictions. Management targets 1,000 Elevate agents by year-end, up from 260-275, blending START and variants. Edge garners agent enthusiasm pre-April 1 launch; legacy users may switch voluntarily. ByOwner tie-up already feeds leads, eyeing FSBO-to-listing conversions via 500k monthly visitors ramping Q2. Answers reaffirm margin structural shifts. Details matter for thesis. Investors watch adoption amid soft volumes.
Key Stats
Market Cap
34.98MP/E (TTM)
-Basic EPS (TTM)
-0.80Dividend Yield
0%Recent Filings
8-K
25% revenue growth, Q4 dip
Fathom Holdings posted full-year 2025 revenue of $420.5 million, up 25% from 2024 on 15% transaction growth fueled by My Home Group acquisition, while Q4 revenue dipped 1.2% to $90.6 million amid market softness. Mortgage and title segments surged 70% and 39%, lifting gross profit 6%; Adjusted EBITDA loss narrowed to $4.0 million. Agent network holds steady. No Q1 2026 guidance yet.
10-K
FY2025 results
Fathom Holdings drove FY2025 revenue to $420.5M, up 25.4% y/y, with gross commission income hitting $398.8M on 42,405 transactions (up 14.6% y/y, avg $9,404)—MHG's late-2024 bolt-on fueled the surge while agents dipped 1.2% to 14,135 licenses. Q4 momentum shone through MHG and START integrations, lifting brokerage scale amid flat national home sales at 4.06M units, though net loss narrowed to $20.3M from $21.6M. Cash burned $20.5M operationally yet closed at $5.8M after $15.0M financing inflows; $5.0M debt matures 2026. Agents rule the model.
8-K
Fathom inks $2M bridge note
Fathom Holdings secured a $2M subordinated bridge note from Bed Bath & Beyond on March 18, 2026, maturing April 1, 2027, at 9% PIK interest. Backed by all assets of Fathom and material subsidiaries, it's explicitly junior to senior debt from a September 2024 agreement. Covenants curb dividends, new debt, liens. Subordinated security tightens creditor stack.
8-K
Muller named Fathom Realty President
Fathom Holdings appointed Laura Muller as Fathom Realty President effective February 9, 2026, succeeding Samantha Giuggio, who separated as COO that day. Muller gets $400,000 base salary, up to $100,000 in performance bonuses, and $150,000 Inducement RSUs vesting if 2026 brokerage gross profit tops $38 million. Leadership shakeup ties pay to profits. Giuggio receives $206,250 severance over nine months plus accelerated vesting.
8-K
Fathom divests LiveBy for $3M
Fathom Holdings sold its LiveBy assets to Move Concierge for $3 million cash on December 1, 2025, plus $300,000 annual contingent consideration from data-sharing. Proceeds fund growth initiatives, while Fathom retains five-year platform access and gains extended concierge services for its 15,000 agents. Deal deepens partnership. Integration boosts retention.
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