IZEA
IZEA Worldwide, Inc.4.7500
-0.0400-0.84%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms strategy, details M&A push
Q&A largely reaffirmed the prepared script on IZEA's profitability turnaround and enterprise shift, while dodging gross margin specifics in favor of net revenue focus. Patrick elaborated on brisk M&A activity—tapping networks and bankers for vertical-deepening customer bases and service capabilities—with good deal flow and strict hurdle rates amid public-private valuation gaps. He framed IZEA as curator in the 'social singularity,' riding TV-to-social audience flips. Buybacks stay opportunistic at depressed enterprise values. Management stayed optimistic on 2026 growth return; watch deal closes and bookings snapback.
Key Stats
Market Cap
81.35MP/E (TTM)
-Basic EPS (TTM)
-0.19Dividend Yield
0%Recent Filings
8-K
Profit turnaround on lower revenue
IZEA Worldwide swung to a tiny $42K net profit on $31.2M revenue for FY 2025, down from $35.9M amid Hoozu divestiture and non-core exits, yet core enterprise accounts grew above market rates. Costs plunged 46% in Q4 to $7.7M, narrowing Q4 net loss to $1.2M from $4.6M; cash holds steady at $50.9M debt-free. Enterprise shift pays off.
10-K
FY2025 results
IZEA swung to slim profitability in FY2025 ended December 31, 2025, posting $31.2M revenue (down 13% y/y, excluding divested Hoozu) yet $42K net income after $22M cost cuts slashed sales/marketing 64% and G&A 29%. Q4 momentum built via strategic realignment to enterprise clients, lifting core gross margins to 48.1% from 40.9%, with bookings intentionally trimmed from non-core accounts. Cash swelled to $50.9M; $8.7M remains for buybacks. Customer concentration risks loom large.
8-K
Stockholders approve board, auditors
IZEA Worldwide stockholders at the December 10, 2025 annual meeting elected all seven director nominees—Antonio Bonchristiano, Rodrigo Boscolo, Brian W. Brady, John H. Caron, Lindsay A. Gardner, Daniel R. Rua, and Patrick J. Venetucci—each with over 5.7M 'for' votes despite some withheld. They ratified Grant Thornton as auditors for 2025 with 11M for votes. Say-on-pay passed 5.3M-827K. Board continuity locked in.
8-K
Q3 profit amid revenue dip
10-Q
Q3 FY2025 results
IZEA swung to a $0.1M net profit for Q3 ended September 30, 2025, from a $8.8M loss last year, as revenue dipped 9% y/y to $8.1M while costs plunged 54%—no goodwill impairment this time, sales/marketing down 62%, G&A off 49%. YTD revenue rose 1% y/y to $25.2M with $1.2M net income versus a $14.2M loss; gross margins expanded sharply on lower human capital costs post-workforce cuts. Cash swelled to $51.4M, operations generated $2.4M (FCF not disclosed in the 10-Q), debt negligible. Hoozu divestiture sharpened North America focus. Customer concentration persists.
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