LZ
LegalZoom.com, Inc.10.17
+0.11+1.09%
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 guide; concierge traction early
Q&A largely reaffirms prepared remarks, coloring 2026's conservative 8% revenue guide with early concierge proof points and partner momentum conservatively factored in. Formation Nation chipped in $9.8M transactions and $5.7M subscriptions in Q4, with growth expected. Cadence decelerates on lapping last year's bundling, pricing, and Formation Nation, but organic accelerates versus 2025's 3%. Compliance concierge shows strongest uptake; AI drives qualified traffic. No competitive threats; rivals seen as partners. Management stays crisp on human-in-the-loop path to double-digits. Watch partner integrations.
Key Stats
Market Cap
1.83BP/E (TTM)
84.75Basic EPS (TTM)
0.12Dividend Yield
0%Recent Filings
10-K
FY2025 results
LegalZoom drove FY2025 revenue to $756M, up 11% y/y, with subscriptions hitting 65% mix at $492M (+13%) on 1.9M units (10% y/y growth, -1% q/q) and ARPU edging to $266 (+1% y/y, +4% q/q). Transaction revenue grew 7% to $264M, fueled by Formation Nation acquisition (closed Feb 2025, $83M consideration) adding DIFM formations while annual reports offset BOI filing drop post-FinCEN rule. Q4 repurchases totaled 4.3M shares at $9.83 avg; $69M remains authorized (now $169M post-Feb 2026 add). Free cash flow surged to $148M. Quarterly subscriber dip flags retention risks from bundling.
8-K
Strong 2025 results, $100M buyback
LegalZoom reported 2025 revenue of $756M, up 11% YoY, with subscription revenue surging 13% to $492.5M and record free cash flow of $148M. Board approved $100M boost to share repurchases, signaling confidence amid $203M cash pile and zero debt. Guides 8% revenue growth in 2026. Buybacks flexible, no expiration.
8-K
Q3 revenue beats, guidance up
LegalZoom posted Q3 revenue of $190.2 million, up 13% year-over-year, driven by 13% subscription growth to $125.4 million. Net income fell to $4.5 million from $11.1 million, yet Adjusted EBITDA held at $46.3 million with cash at $237.2 million. Cash flow soared. Raised full-year revenue guidance to 10% growth midpoint.
10-Q
Q3 FY2025 results
LegalZoom posted Q3 revenue of $190M, up 13% y/y, fueled by 66% subscription mix and Formation Nation acquisition closed Feb 2025 for $83M (cash/equity/deferred). Gross profit hit $128M (67% margin) while operating income slipped to $6.5M from sales/marketing ramp. Diluted EPS of $0.02 tracks net income of $4.5M over 187K shares. Cash swelled to $237M with $120M FCF YTD; $100M revolver undrawn. Formation Nation added $15M revenue, $76.8M goodwill, $17.3M intangibles (4-5 years). Stock repurchases totaled $38M YTD. Business heavily relies on formations.
8-K
LegalZoom raises revenue outlook
LegalZoom reported Q2 2025 revenue of $192.5 million, up 9% year-over-year, driven by 10% subscription growth to $119.9 million while transaction revenue rose 6%. Adjusted EBITDA climbed 35% to $39.0 million with a 20% margin, despite a slim $0.3 million net loss; cash hit $217.0 million after $31.6 million free cash flow. The company raised full-year revenue guidance to 8% growth, holding 23% Adjusted EBITDA margin. Strong execution boosts subscriptions early.
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