MCHX
Marchex, Inc.1.6400
+0.0100+0.61%
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
Early Archenia product orders confirmed
Q&A highlighted early sales traction on combined Marchex-Archenia products, with multiple orders already secured from the installed base in auto and home services verticals—validating a sprint to $100 million revenue run rate, now more tangible within the top 50 customers that drive 80% of revenue. Bookings held steady sequentially despite seasonality, with accelerations into Q1/Q2 from upsells and new solutions; call volumes stabilized, no longer a drag. Management dismissed current valuation but hired IR firm PondelWilkinson for outreach and eyed the existing $3 million buyback program. Orders already in hand. Positive tone persists, but investors watch May results for proof of acceleration.
Key Stats
Market Cap
72.01MP/E (TTM)
-Basic EPS (TTM)
-0.11Dividend Yield
0%Recent Filings
10-K
FY2025 results
Marchex's FY2025 revenue fell 6% y/y to $45.4M amid lower call volumes, customer consolidations, and migrations, yet cost controls narrowed operating loss to $5.7M from $4.4M. Product development dropped 22% to $9.7M after personnel realignments, while a $1.4M acquisition settlement hit G&A. Cash burned $1.4M in operations, leaving $9.9M on hand. No repurchases under the 3M-share program. Q4 faced seasonal call dips. Five customers drove 36% of sales. Founder controls voting.
8-K
Q4 revenue dips, Archenia update
Marchex reported Q4 2025 GAAP revenue of $10.8 million, down from $11.9 million, with full-year revenue at $45.4 million versus $48.1 million; net loss widened slightly to $5.2 million. Platform migration completed, causing revenue dilution but enabling AI acceleration. Archenia deal advances toward June 2026 close. Combined run-rate nears $60 million. Q1 revenue holds steady; growth eyed later.
8-K
Exec RSU grants approved
Marchex's Compensation Committee granted RSUs on February 17, 2026: 128,205 to President & CRO Troy Hartless, 96,153 to COO, CLO & Secretary Francis Feeney, and 56,089 to CFO Brian Nagle. Vesting occurs fully on the first anniversary under the 2021 Stock Incentive Plan. Retention aligned with annual review.
8-K
Exec bonuses approved
8-K
Directors re-elected, options granted
Marchex held its 2025 annual stockholder meeting on December 16, electing all five directors with strong support despite some withheld votes. Post-meeting, the Compensation Committee granted each director 50,000 stock options vesting over two years at the Grant Date closing price, plus $7,500 quarterly cash. Directors re-elected. Full vesting accelerates on Change in Control.
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