QNST
QuinStreet, Inc.14.62
+0.14+0.97%
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 Q2 '26
Dismisses AI fears, details growth levers
Q&A dismissed AI disruption fears outright, with Valenti calling them overblown and illogical—backed by proprietary data moats, billions in campaigns, and nods to Jensen Huang—while traffic trends stay net positive via more SEM/GEO. Homebody's social/native media unlocks massive cross-sell to demand-starved home services clients; R&D initiatives like agent-driven insurance now run $100M annually. Auto insurance normalizes to 10-20% YoY growth as carriers digest surges. Seasonality juices Q4 home services. AI fears? Purely unfounded. Confident tone prevails; investors eye R&D margins, Homebody integration.
Key Stats
Market Cap
829.71MP/E (TTM)
81.22Basic EPS (TTM)
0.18Dividend Yield
0%Recent Filings
10-Q
Q2 FY2026 results
QuinStreet posted Q2 revenue of $287.8M, up 2% y/y yet flat q/q (derived), with gross profit climbing 4% y/y to $27.7M at 9.6% margin thanks to home services growth outpacing softer financials. Operating income flipped to $1.2M from a $1.4M loss y/y, while net income hit $50.2M or $0.87 diluted EPS—reconciled to 57.9M shares—fueled by a $48.9M tax benefit from releasing most deferred tax asset valuation allowance. Cash swelled to $107M, OCF $41.2M drove $33.7M FCF (derived), after $16.8M buybacks; closed HomeBuddy Jan 2026 for $115M cash plus $75M post-closing over 4 years, funded partly by $150M revolver ($70M drawn by Jan 31). Client concentration lingers.
8-K
Q2 revenue up 2%, HomeBuddy acquired
QuinStreet posted Q2 fiscal 2026 revenue of $287.8 million, up 2% year-over-year, with adjusted EBITDA rising 8% to $21.0 million on strong Auto Insurance demand. Completed HomeBuddy acquisition in January to expand Home Services footprint. Cash hit $107 million, debt-free. Expects Q3 revenue $330-340 million, full-year $1.25-1.3 billion.
8-K
Closes HomeBuddy buy, gets $150M revolver
QuinStreet closed its acquisition of Swiss firm HomeBuddy on January 2, 2026, paying $115M cash upfront plus $75M in four annual installments. It secured a $150M revolving facility maturing 2031 from MUFG to fund the deal and general needs, with assets pledged and leverage covenants. Debt adds firepower, but servicing weighs on cash.
8-K
QuinStreet agrees to acquire HomeBuddy
QuinStreet signed a deal on November 30, 2025, to buy HomeBuddy for $115M cash at closing plus $75M in four annual installments, integrating it into Modernize Home Services for exclusive high-intent leads and expanded client reach. HomeBuddy generated $141M revenue in the twelve months to September 30, 2025. Closing awaits HSR approval by Q1 2026. Deal risks non-closure.
10-Q
Q1 FY2026 results
QuinStreet posted solid Q1 FY2026 results for the quarter ended September 30, 2025, with revenue up 2% y/y to $285.9M on home services growth of 15% to $78.4M, offsetting a 2% dip in financial services to $207.5M; gross profit slipped 5% to $26.9M (9.4% margin from 10.2%) amid higher media costs, yet operating income flipped to $4.8M from a $1.2M loss, fueled by G&A cuts after prior contingent consideration adjustments. Diluted EPS hit $0.08 (reconciles to 58.8M shares), with operating cash flow at $19.6M and FCF (derived) of $15.4M bolstering $101.3M cash—no debt. Repurchased $7.1M in shares. Client concentration persists.
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