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MCHX

MarchexB
Nasdaq / Media & Entertainment
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2026-06-02
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2026-05-14
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Earnings documents stored for MCHX.

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Investor releaseQuarter not tagged2026-05-14

Marchex Q1 Earnings Call Highlights

MarketBeat

Interested in Marchex, Inc.? Here are five stocks we like better. Marchex said it is at a “positive inflection point,” driven by improving AI product momentum, operating efficiencies, and broader bundled solutions aimed at customer acquisition and optimization. The company raised its Q2 adjusted EBITDA guidance to $1.6 million-$1.8 million and said revenue should rise sequentially, with further improvement possible in Q3 if the Archenia deal closes. Marchex outlined its planned acquisition of Archenia, which could expand the company into a vertically focused AI-driven platform and potentially lift quarterly revenue run-rate to about $15 million, with 15% to 20% growth expected in 2026. Marchex (NASDAQ:MCHX) said it is seeing improving momentum from new artificial intelligence-driven products and operating efficiencies as management outlined first-quarter 2026 results, updated adjusted EBITDA guidance and details on its proposed acquisition of Archenia, Inc. On the company’s earnings call, Chairman Russell Horowitz said Marchex believes it is “crossing a positive inflection point both strategically and operationally,” citing improved execution, greater penetration of its customer base and the development of more comprehensive AI-powered offerings. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? Horowitz said the company is moving beyond its traditional focus on strategic analytics toward bundled solutions designed to address the customer acquisition and optimization process. He said Marchex sees opportunities to combine strategic insights, automated actions and measurable outcomes, particularly as customers look for ways to use AI to improve growth and efficiency. Marchex reported first-quarter 2026 revenue of $10.6 million, compared with $10.8 million in the fourth quarter of 2025. The company said new sales and upsells to existing customers benefited results, but those gains were offset by the impact of previously completed migration activity from legacy platforms to the Marchex Engage platform, which affected revenue run rates entering 2026. → MP Materials Is Quietly Building a Rare Earth Powerhouse The company also said it benefited from operating efficiencies tied to organizational realignment and the completion of certain technology platform initiatives during 2025. Management said those actions reduced the company’s recurring c...

Investor releaseQuarter not tagged2026-05-14

Marchex (MCHX) Q1 2026 Earnings Transcript

Motley Fool

Image source: The Motley Fool. May 13, 2026, 5 p.m. ET Executive Chairman and CEO — Russell C. Horowitz Chief Operating Officer — Troy W. Hartless Chief Financial Officer — Brian Nagle General Counsel — Francis J. Feeney Jr. Need a quote from a Motley Fool analyst? Email [email protected] Russell C. Horowitz: I will now turn the call over to Russell. Thank you, Frank. I am going to start with a few current thoughts and then hand the call over to Troy, Brian, and then Frank again. The main item I would like to share is that we believe the company is crossing a positive inflection point both strategically and operationally. 2026 is marking an important step in showing our execution is beginning to translate into improved business performance. The indicators we care about are moving in the right direction. We have come a long way in evolving our product and technology capabilities we are beginning to increase penetration of our customer footprint. Which is starting to create real sales momentum. With this progress and deeper strategic understanding, which is against the backdrop of the very real and massive AI revolution, we have gained proprietary insight into what we believe may be a much bigger market opportunity. 1 where we are now evolving beyond mainly providing strategic analytics to vertical market leading companies to 1 where we accelerate delivering more comprehensive solutions that open up new revenue opportunities by addressing higher value impact needs across the entire customer acquisition and optimization journey. If you zoom out, you consider what our customers most fundamentally rely on, it is knowing how to leverage AI driven strategic solutions, to more efficiently drive growth oriented customer acquisition and optimization. We believe that we are seeing initial signs of validation that there is significant opportunity for us to rapidly expand into highly measurable AI powered bundled solutions which provide the strategic insights our customers need the automated actions those insights inform, and the outcomes those actions achieve. We believe that there are significant untapped opportunities within our existing customer base and within each of our current verticals. We believe selling bundled solutions across this entire customer value chain can accelerate our business and make us more valuable, within our vertical markets. As AI opens up new prod...

Investor releaseQuarter not tagged2026-05-14

Transcript: Marchex Q1 2026 Earnings Conference Call

Benzinga

On Wednesday, Marchex (NASDAQ:MCHX) discussed first-quarter financial results during its earnings call. The full transcript is provided below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. Access the full call at https://events.q4inc.com/attendee/291371739 Marchex Inc reported first-quarter 2026 revenue of $10.6 million, a slight decrease from the previous quarter due to platform migration impacts. The company is at a strategic inflection point, leveraging AI to provide bundled solutions that enhance customer acquisition and optimization, with plans for expansion into new verticals. A proposed acquisition of Arcania is expected to close in July 2026, aiming to enhance product offerings and drive revenue growth. Guidance for the second quarter of 2026 anticipates revenue increases and adjusted EBITDA growth to $1.6-$1.8 million, with further growth expected in the third quarter if the Arcania transaction is completed. The company is focused on improving operating efficiencies, leading to better profit margins and cash flow, despite a decrease in cash reserves due to payroll and severance payments. OPERATOR Hello everyone. Thank you for joining us and welcome to March X first quarter 2026 earnings conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Francis Feeney, Chief Operating Officer. Francis, please go ahead. Francis Feeney (Chief Operating Officer) Good afternoon everyone and welcome to Marchex's business update and first quarter 2026 conference call. Joining us today are Russ Horowitz, our Chairman of the Board, Troy Hartless, our President and Brian Nagel, our Chief Financial Officer. Before we get started, I would like to take this opportunity to remind you that our remarks today will include forward looking statements including references to our financial and operational performance and actual results may differ materially from those contemplated by these forward looking statements. Risks and uncertainties that could cause these results to differ materially are set forth in today's earnings press release and in our most recent annual or quarterly report filed with...

Investor releaseQuarter not tagged2026-05-14

Marchex Inc (MCHX) Q1 2026 Earnings Call Highlights: Strategic AI Advancements and Market ...

GuruFocus.com

This article first appeared on GuruFocus. Release Date: May 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Marchex Inc (NASDAQ:MCHX) is experiencing a positive inflection point strategically and operationally, with improved business performance indicators. The company is leveraging AI to develop new products, creating significant new revenue opportunities and enhancing customer value. Marchex Inc (NASDAQ:MCHX) has seen encouraging initial adoption of its AI-driven solutions, with nearly half of the targeted TOP100 customers purchasing products. The proposed acquisition of Arcania is expected to enhance Marchex Inc (NASDAQ:MCHX)'s product offerings and expand its market reach. The company anticipates sequential revenue increases and improved adjusted EBITDA in the upcoming quarters, indicating financial growth and stability. Revenue for the first quarter of 2026 was slightly down compared to the fourth quarter of 2025, indicating potential challenges in maintaining consistent growth. Cash reserves decreased from $9.9 million to $9 million, primarily due to annual payroll and severance payments, which could impact liquidity. The company faces uncertainties in a rapidly evolving industry, which may affect its ability to consistently execute its strategic plans. Marchex Inc (NASDAQ:MCHX) is still in the process of targeting two-thirds of its TOP100 customers, indicating that full market penetration has not yet been achieved. The success of the Arcania acquisition is contingent on approval and closing conditions, introducing potential risks to the anticipated benefits. Warning! GuruFocus has detected 3 Warning Signs with MCHX. Is MCHX fairly valued? Test your thesis with our free DCF calculator. Q: The EBITDA guidance for the second quarter, is that largely driven by OpEx refinements? And if so, what kind of reduction in OpEx should we see? A: Yes, it's driven by a combination of expected sales acceleration and sequential growth in the second quarter, along with contributions from operational efficiencies. We anticipate a reduction in the 5% plus range on the OpEx side, alongside sell-through on products and upsells driving new revenue opportunities. - Russ Horowitz, Chairman of the Board Q: You're already selling some bundles with Arcania. Can you talk about the size of the upsell and the potential f...

Investor releaseQuarter not tagged2026-05-14

Marchex: Q1 Earnings Snapshot

Associated Press

SEATTLE (AP) — SEATTLE (AP) — Marchex Inc. (MCHX) on Wednesday reported a loss of $1.7 million in its first quarter. The Seattle-based company said it had a loss of 4 cents per share. Losses, adjusted for stock option expense, were 3 cents per share. The advertising and marketing company posted revenue of $10.6 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on MCHX at https://www.zacks.com/ap/MCHX

Investor releaseQuarter not tagged2026-05-14

Marchex Announces First Quarter 2026 Results and Archenia Transaction Update

Business Wire

SEATTLE, May 13, 2026--(BUSINESS WIRE)--Marchex, Inc. (NASDAQ: MCHX), which harnesses the power of AI and conversation intelligence to provide actionable insights derived from prescriptive vertical market data analytics, today announced its financial results for the first quarter ended March 31, 2026. Q1 2026 Financial Highlights GAAP revenue was $10.6 million for the first quarter of 2026, compared to $11.4 million for the first quarter of 2025. Net loss was $1.7 million for the first quarter of 2026 or $(0.04) per diluted share, compared to a net loss of $2.0 million or $(0.05) per diluted share for the first quarter of 2025. Adjusted earnings before interest, taxes, depreciation, and amortization ("EBITDA") was a loss of $0.1 million for the first quarter of 2026, compared to a loss of $0.8 million for the first quarter of 2025. Adjusted EBITDA for the first quarter of 2026 includes $0.7 million of reorganization and acquisition related costs, and excluding these amounts would result in an Adjusted EBITDA gain of $0.6 million. Adjusted non-GAAP loss per share for the first quarter of 2026 was $(0.03), compared to a loss per share of ($0.04) for the first quarter of 2025. Troy Hartless, President of Marchex, commented, "We believe Marchex is a meaningful AI beneficiary based on how rapidly we are now able to leverage AI to develop and deploy new products into our customer base that can deliver high customer value and significant new company revenue opportunities. In the first quarter of 2026, through our collaboration framework with Archenia, we continued developing and selling the initial key products that most leverage our strategic insights into AI-based action and outcome solutions, which have seen very encouraging initial adoption within our existing customer base." "While we operate in a rapidly evolving and dynamic industry with uncertainties, our sales efforts and customer interactions to date continue to reinforce our belief that we are now in a strong position with our ability to leverage new AI-based capabilities across the customer acquisition and optimization journey with highly impactful insight, action and outcome-based solutions." Customer and Product Updates With the previously announced proposed acquisition of Archenia, Marchex and Archenia have created a collaboration framework and have been jointly developing and selling initial product...

TranscriptFY2026 Q12026-05-13

FY2026 Q1 earnings call transcript

Earnings source - 41 paragraphs
Operator

Hello, everyone. Thank you for joining us, welcome to Marchex First Quarter 2026 Earnings Conference Call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Francis Feeney, Chief Operating Officer. Francis, please go ahead.

Francis Feeney

Good afternoon, everyone, and welcome to Marchex's business update and first quarter 2026 conference call. Joining us today are Russell Horowitz, our Chairman of the Board; Troy Hartless, our President; and Brian Nagle, our Chief Financial Officer. Before we get started, I would like to take this opportunity to remind you that our remarks today will include forward-looking statements, including references to our financial and operational performance, and actual results may differ materially from those contemplated by these forward-looking statements. Risks and uncertainties that could cause these results to differ materially are set forth in today's earnings press release and in our most recent annual or quarterly report filed with the SEC. Any forward-looking statements that we make on this call are based on assumptions as of today, and we undertake no obligation to update these statements for subsequent events.

Francis Feeney

During this call, we will present both GAAP and non-GAAP financial measures. A reconciliation of GAAP to non-GAAP measures is included in today's earnings press release. The earnings press release is available in the investor relations section of our website. I will now turn the call over to Russ.

Russell Horowitz

Thank you, Frank. I'm gonna start with a few current thoughts and then hand the call over to Troy, Brian, and then Frank again. The main item I'd like to share is that we believe the company is crossing a positive inflection point both strategically and operationally. The first half of 2026 is marking an important step in showing how our execution is beginning to translate into improved business performance, with the indicators we care about moving in the right direction. We've come a long way in evolving our product and technology capabilities, and we are beginning to increase penetration of our customer footprint, which is starting to create real sales momentum. With this progress and deeper strategic understanding, which is against the backdrop of the very real and massive AI revolution, we've gained proprietary insight into what we believe may be a much bigger market opportunity.

Russell Horowitz

One where we're now evolving beyond mainly providing strategic analytics to vertical market-leading companies to one where we accelerate delivering more comprehensive solutions that open up new revenue opportunities by addressing higher value impact needs across the entire customer acquisition and optimization journey. If you zoom out and consider what our customers most fundamentally rely on, it's knowing how to leverage AI-driven strategic solutions to more efficiently drive growth-oriented customer acquisition and optimization. We believe that we are seeing initial signs of validation that there is significant opportunity for us to rapidly expand into highly measurable AI-powered bundled solutions which provide the strategic insights our customers need, the automated actions those insights inform, and the outcomes those actions achieve. We believe that there are significant untapped opportunities within our existing customer base and within each of our current verticals.

Russell Horowitz

We believe selling bundled solutions across this entire customer value chain can accelerate our business and make us more valuable within our vertical markets as AI opens up new product possibilities that can help businesses grow meaningfully while driving efficiencies. At Marchex, we view ourselves as a meaningful AI beneficiary based on how rapidly we are now able to leverage AI to develop and deploy new products into our customer base that can deliver high customer value as well as significant new company revenue opportunities. We see significant new business potential in introducing agentic workflows for customers who are integrated on our platform. AI is making our business more agile and efficient to operate. The combination of these factors, including our vast amount of first-party data and vertical expertise, are key elements in our improving outlook for meaningful business acceleration as we move through the year.

Russell Horowitz

With that, I'll hand the call to Troy to briefly discuss the first quarter.

Troy Hartless

Thank you, Russell Horowitz. With our previously announced proposed acquisition of Archenia. Marchex and Archenia have been collaborating to jointly develop and sell initial products that reflect the combined capabilities of the two companies. Product examples of this collaboration, which leverages Marchex's data and AI signals and Archenia's AI tool sets and user interface, are AI-verified outcomes, which drive increased revenue on a pay-per-event basis, and conversational AI agents, which increase customer bookings and appointment rates. In the first quarter, our focus included continuing to define the initial key products that most leverage our strategic insights into AI-based action and outcome solutions that we could present to our installed customer base. So far, we have seen very encouraging initial adoption.

Troy Hartless

While we operate in a rapidly evolving and dynamic industry with uncertainties, these sales efforts and customer interactions so far continue to reinforce our belief that we are now in a strong position with our ability to leverage new AI capabilities across the customer acquisition and optimization journey with highly impactful insight, action, and outcome-based solutions. In terms of customers for background, Marchex's top 100 customers represent about 90% of our revenue. This customer set has been initial focus of presenting the products which leverage the combined capabilities of the companies. To date, we have made presentations to nearly a third of these customers, and approximately half of them have already purchased one or more of these products on a recurring or paid pilot basis.

Troy Hartless

Of those remaining, we believe the majority are likely to also purchase one or more of these products on a recurring or paid pilot basis. Additionally, as the potential transaction closing approaches, we are focused on accelerating our efforts to present these products to the majority of our top customers. Marchex believes our ability to sell these and other combined solutions, which reflect the bundling of insights, actions, and outcomes to our installed customer base, will be a meaningful sales catalyst in 2026 and beyond. As a reminder, we have a core focus on select large vertical markets, where the combination of our expanding AI capabilities built on years of operating with first-party data across these verticals give us the ability to deliver unique solutions for world-class market-leading companies.

Troy Hartless

To that end, we deliver industry-specific AI solutions for automotive, auto services, home services, healthcare, and advertising and media, as well as other industries and subverticals. With that, I will turn the call over to Brian to provide an overview of the first quarter of 2026 financial results.

Brian Nagle

Thank you, Troy. Revenue for the first quarter of 2026 was $10.6 million, compared to $10.8 million for the fourth quarter of 2025. We saw favorable impact of new sales and existing customer upsells benefit the company in the first quarter. We also saw offsets to that growth due to the previously completed migration activities from our legacy platforms onto our new Marchex Engage platform, which impacted revenue run rates entering 2026. For operating expenditures, we saw efficiencies throughout the business as we benefited from the continued realignment of the organization and the completion of certain technology platform initiatives during 2025, which have lowered our overall recurring cost structure.

Brian Nagle

We anticipate that our gross profit margins can continue to improve over time as we are carrying an overall lower cost structure going forward, which could enable meaningful future operating and financial leverage for the business as new products and features sell through. On the balance sheet, cash decreased to $9 million from $9.9 million at the end of the fourth quarter of 2025. The decrease in cash was primarily due to annual payroll and severance payments associated with our organizational realignment and efficiency initiatives. Moving to guidance.

Brian Nagle

Based on our evolved strategic approach with delivering bundled solutions across insights, actions, and outcomes, as well as other positive factors, for the second quarter of 2026, Marchex currently anticipates that revenue will see sequential increases from the first quarter, and that adjusted EBITDA is now anticipated to increase to a range of $1.6 million-$1.8 million, up from prior guidance of more than $1 million. Additionally, in terms of initial guidance for the third quarter of 2026, we currently anticipate that revenue will sequentially increase and potentially accelerate over second quarter of 2026 levels, and that on a standalone basis, adjusted EBITDA can potentially be in the $2 million range or more.

Brian Nagle

To the extent the Archenia transaction has been approved and closed by the third quarter of 2026, Marchex believes that the combined company can potentially see adjusted EBITDA in the $2.5 million range or more for the third quarter or an annualized run rate of $10 million or more. We currently anticipate that we can continue to see quarterly revenue increases during 2026, and that over the course of the year, we can potentially see revenue growth on a run rate basis in the 10% range from 2025 year-end levels. We also currently anticipate that in the course of 2026, the combination of anticipated increasing revenue growth combined with lower overall operating expenses can potentially lead to adjusted EBITDA margins of 10% or more. With that, I will hand the call to Frank.

Francis Feeney

Thank you, Brian. I would like to take a moment to provide an update on the Archenia transaction. On May 8, 2026, Marchex entered into a stock purchase agreement, the SPA, to acquire 100% of the stock of Archenia, Inc., the transaction, from the Archenia stockholders, the sellers. A special committee of Marchex's board of directors consisting solely of independent directors, the special committee, has approved Marchex entering into the SPA because certain of the sellers are related parties. In considering the SPA, the special committee retained Craig-Hallum Capital Group, LLC as financial advisor, which provided a fairness opinion with respect to the purchase price. DLA Piper LLP (US) served as independent legal counsel to the special committee.

Francis Feeney

Subject to receiving approval of the transaction by a majority of Marchex's disinterested stockholders and satisfaction of other closing additions, the company expects the transaction to close in July 2026. For your reference, Archenia is a performance-based customer qualification and acquisition company which transforms consumer intent into AI-verified outcome-based results. Leveraging advanced AI signals, natural language analytics, and automated decisioning, Archenia detects consumer intent and advertiser value in real time, optimizing customer acquisition campaigns dynamically across channels. With machine learning models that continuously refine qualification accuracy and ROI, Archenia enables its customers to pay for verified AI-verified outcomes, such as appointments, sales, and high-intent conversations. We believe that our potential combination with Archenia is successfully consummated. We create a vertically focused AI-driven customer acquisition and outcome optimization platform, integrating deep insights, automated actions, and verifiable outcomes.

Francis Feeney

Additionally, we believe that the expanded AI-driven product offerings across insights, actions, and outcomes could create more ways to win new business, and the bundling of solutions could create greater customer value, stickiness, and risk mitigation. We believe that the potential combined company could have the opportunity to achieve greater revenue scale and growth, higher margins, expanded market reach, and enhanced strategic flexibility, which could include, first, a potentially expandable addressable market with opportunity to cross-sell and bundle. We believe the combined ability to sell insights, actions, and outcomes would meaningfully expand our addressable market into new large vertical markets. Additionally, we believe we would have the ability to relatively quickly offer or bundle Archenia's outcome-based solutions to many of Marchex's insights-based enterprise customers. Second, greater potential revenues, scale, and growth.

Francis Feeney

Marchex believes that revenue run rates for the potential combined company are approximately $15 million quarterly or approximately $60 million annualized, which could grow in the 15%-20% range in the course of 2026. Third, we see the potential for adjusted EBITDA expansion. We believe that our adjusted EBITDA margins are anticipated to trend up to 10% or more in 2026, and that Archenia could contribute additional positive adjusted EBITDA beyond these levels. Finally, Rule of 30 to 40 trajectory. For reference, the Rule of 30 to 40 metric represents the combination of annual revenue growth rates plus adjusted EBITDA margins.

Francis Feeney

If we're able to achieve the anticipated revenue run rate growth in the 15%-20% range and combine this with improving adjusted EBITDA margins in double digits, the combined company could be positioned to potentially achieve these Rule of 30-40 metrics over time, which we believe helps highlight the unique opportunity of the combined company if consummated. I will now hand the call back to Russ for closing remarks.

Russell Horowitz

Thank you, Frank. I'd like to close out today's call by thanking all of our investors, partners, and other stakeholders for your ongoing support. I would also like to deeply thank our employees for their expertise, sense of urgency, and continued commitment while we execute on what we believe is an increasingly dynamic opportunity. With that, I'll hand the call back to the operator.

Operator

We will now begin the question-and-answer session. Please limit yourself to one question and one follow-up. If you would like to ask a question, please press star one to raise your hand. We ask that you pick up your handset when asking a question to allow for optimum sound quality. If you are muted locally, please remember to unmute your device. Your first question comes from the line of Michael Latimore with Northland Capital Markets. Mike, your line is open. Please go ahead.

Michael Latimore

All right, thanks. The EBITDA guidance for the second quarter, is that largely driven by OpEx refinements? If so, you know, what kind of reduction in OpEx should we see?

Russell Horowitz

Yeah, it's driven by a combination of our expected sales acceleration and the sequential growth in the second quarter. There's also contribution from some of the operations efficiency. If you're looking at, you know, Q1 revenue levels, you know, I think you could see, you know, kind of a reduction in the 5% plus range on the OpEx side. On the other, you know, on the other parts of it, you know, we see the sell-through on products and upsells and expansion of the new revenue opportunities, you know, being drivers as well.

Michael Latimore

Okay, thanks. Then it sounds like you're already selling some bundles with Archenia. I think kind of the message is like 15% of the base that already bought them. I guess, can you talk a little about the size of the upsell there? You know, how much revenue per sale? If you're already selling some bundles, like, I assume there's more bundles to come. Like, what percent of the total bundle potential are we selling right now?

Russell Horowitz

Yeah, if you hit on the metrics as it relates to, you know, call it the initial customer outreach, yeah, it's been very validating. When you look at, you know, some of the elements that I think we're most encouraged by, it's that the adoption of some of these new products, you know, are seeing opportunities to potentially double revenue on a per customer basis. The fact that we're seeing, you know, yeses pretty quickly, and indications on, you know, the ones we've met with is what, you know, gives us, I think, a kind of an encouraging lens in combination with the efficiency and just the acceleration of the whole business, both with product development, customer subordinate expansion. The intent is to sell bundles to everybody.

Russell Horowitz

We know that's gonna allow them to maximize the value of our capabilities. You know, we're leveraging our vertical expertise and, you know, their data to illuminate where they have big opportunities to drive increased customer acquisition as well as, you know, drive more customer bookings and appointments, you know, with the qualified leads they already have coming into their ecosystem. The bundled solution, we think meaningfully expands per customer revenue opportunity and also is gonna drive a lot of increased stickiness as well. All the pulse metrics that we think translate to a more dynamic company that can support the kind of growth we foresee and expanding EBITDA margins that we're starting to message. Good questions.

Michael Latimore

Mm-hmm. Okay, great. Thank you.

Operator

Your next question comes from the line of Ross Koller with Koller Capital. Ross, your line is open. Please go ahead.

Ross Koller

Russ, a few questions here. Russ, you mentioned that you've met with or pitched about a third of your top 100 customers. How do you go about targeting the other two thirds?

Russell Horowitz

Yeah, it's another good question. You know, as we got started pitching, you know, the new stuff, we decided to focus on, you know, specific customers and specific verticals like auto and home services who we believe had common problems and where bundling was the logical next step, given what we knew to be their pain points and the value and text of our solutions against those pain points. Doing it this way was really first to try and have success with revenue expansion, also to validate our approach, expose ourselves into the learnings we need to scale our sales efforts and then iterate.

Russell Horowitz

We feel like this approach has worked really well so far. What we've learned, you know, in terms of is informing us on how to start expanding to our other verticals and also to more of the top customers. Obviously, our intent is to get to all of the top 100 customers as soon as practical, then go beyond where we see strategic product fit and meaningful revenue opportunities. This is happening, like, right now as we speak. We're at that inflection point. You know, the metrics we provided around initial uptake has kind of given us the line of sight on how we approach and scale those efforts to more of the top 100 and beyond.

Russell Horowitz

You know, what we've also learned in this process is doing nothing but continuing to support our belief that on a combined basis, you know, the business has a $100 million revenue opportunity, and we're approaching all of our efforts in viewing this as a profitably focused sprint, you know, to that $100 million revenue run rate and beyond.

Ross Koller

Awesome. Thanks, Ross. The $10 million annualized adjusted EBITDA guidance for Q3 is impressive. As the business returns to substantial profitability, what are your thoughts on capital allocation?

Russell Horowitz

Yeah, yeah. Look, the first and most important thing is we think we're at a really positive inflection point, and obviously the updated guidance today with the increased EBITDA reflects that. You know, we're just getting started in this new upcycle, and we're working toward the Archenia transaction approval and formalization. In looking at increasing cash generation, you know, we'll assess the best and highest use of increasing cash as we go forward and we achieve these milestones. It is worth noting we are a low CapEx business, and we have meaningful tax shields. With the Archenia transaction, this will help us optimize our free cash flow generation as we go forward. As I've noted before in our history, we've had times where we've done stock buybacks, self-tender offers, declared special dividends, and more.

Russell Horowitz

As a reminder, we do have an existing 3 million share buyback program authorized at this time. In terms of primary focus, we understand it's a simple concept, but if we can just keep driving increasing organic growth with expanding profitability, then we'll have a lot of flexibility and latitude with the business and with our cash.

Ross Koller

Awesome. Thanks, Ross.

Russell Horowitz

Thank you.

Operator

We have reached the end of the Q&A session. I will now turn the call back to the management team to conclude the call.

Russell Horowitz

Once again, just wanna thank everybody for your ongoing support, participation in today's call. We're just energized with where we are. Look forward to executing on what we think is an increasingly dynamic opportunity and updating you as we move forward. Thanks again.

Operator

Thank you for attending. You may now disconnect.

Investor releaseQuarter not tagged2026-05-08

Akamai Technologies (AKAM) Meets Q1 Earnings Estimates

Zacks

Akamai Technologies (AKAM) came out with quarterly earnings of $1.61 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $1.7 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +0.08%. A quarter ago, it was expected that this cloud services provider would post earnings of $1.75 per share when it actually produced earnings of $1.84, delivering a surprise of +5.14%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Akamai Technologies, which belongs to the Zacks Internet - Services industry, posted revenues of $1.07 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.04%. This compares to year-ago revenues of $1.02 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Akamai Technologies shares have added about 39.8% since the beginning of the year versus the S&P 500's gain of 7.6%. While Akamai Technologies has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Akamai Technologies was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of...

Investor releaseQuarter not tagged2026-05-04

Marchex to Report First Quarter 2026 Financial Results on Wednesday, May 13, 2026

Business Wire

SEATTLE, May 04, 2026--(BUSINESS WIRE)--Marchex (NASDAQ: MCHX), which harnesses the power of AI and conversational intelligence to drive operational excellence and revenue acceleration, today announced that it will release financial results for the first quarter ended March 31, 2026, on Wednesday, May 13, 2026, at approximately 4:20 p.m. ET. At that time, Marchex will post the press release in the Press Center section of its corporate website (https://www.marchex.com/about-us/press/). Following the release, management will hold a conference call at 5:00 p.m. ET on Wednesday, May 13, 2026, to discuss the results and outlook for the company. A live webcast will be available on the Investors section of the Marchex website (http://investors.marchex.com/financial-information/quarterly-results), where an archived version of the webcast will also be available two hours after completion of the call. About Marchex Marchex harnesses the power of AI and conversational intelligence to provide actionable insights aligned with prescriptive vertical market data analytics, driving operational excellence and revenue acceleration. Marchex enables sales, marketing, service, operations, and executive teams to optimize customer journey experiences across omnichannel communication channels. Through our prescriptive analytics solutions, we enable the alignment of enterprise strategy, empowering businesses to increase revenue through informed decision-making and strategic execution. Marchex provides conversational intelligence AI-powered solutions for market-leading companies in leading B2B2C vertical markets, including several of the world’s most innovative and successful brands. Please visit http://www.marchex.com/, www.marchex.com/blog or @marchex on X (x.com/Marchex), where Marchex discloses material information from time to time about the company and its business. View source version on businesswire.com: https://www.businesswire.com/news/home/20260504305977/en/ Contacts Public Relations Scott Rupp [email protected]

Investor releaseQuarter not tagged2026-03-26

Marchex Announces Fourth Quarter and Full Year 2025 Results and Archenia Transaction Update

Business Wire

SEATTLE, March 25, 2026--(BUSINESS WIRE)--Marchex, Inc. (NASDAQ: MCHX), which harnesses the power of AI and conversation intelligence to provide actionable insights derived from prescriptive vertical market data analytics, today announced its financial results for the fourth quarter and full year ended December 31, 2025. Q4 2025 and Full Year 2025 Financial Highlights GAAP revenue was $10.8 million for the fourth quarter of 2025, compared to $11.9 million for the fourth quarter of 2024. GAAP revenue was $45.4 million for 2025, compared to $48.1 million for 2024. Net loss was $2.3 million for the fourth quarter of 2025 or $(0.05) per diluted share, compared to a net loss of $1.9 million or $(0.04) per diluted share for the fourth quarter of 2024. Net loss was $5.2 million for 2025 or $(0.12) per diluted share, compared to a net loss of $4.9 million for 2024 or $(0.11) per diluted share. Adjusted earnings before interest, taxes, depreciation, and amortization ("EBITDA") was a loss of $1.2 million for the fourth quarter of 2025, compared to a loss of $0.4 million for the fourth quarter of 2024. Adjusted EBITDA for the fourth quarter of 2025 includes $1.6 million of reorganization and resolution of historical acquisition-related matter costs, and excluding these amounts would result in an Adjusted EBITDA gain of $0.4 million. Adjusted EBITDA was a loss of $0.7 million for 2025, compared to a loss of $0.2 million for 2024. Adjusted EBITDA for 2025 includes $2.6 million of reorganization and resolution of historical acquisition-related matter costs, and excluding these amounts would result in an Adjusted EBITDA gain of $1.9 million. Adjusted non-GAAP loss per share for the fourth quarter of 2025 was $(0.04), compared to a loss per share of ($0.03) for the fourth quarter of 2024. Adjusted non-GAAP loss per share for 2025 was $(0.06), compared to $(0.06) for 2024. Troy Hartless, President of Marchex, commented, "In the fourth quarter, we achieved our goal of the primary completion of our technology platform migration by end of year. While this involved our migrating approximately 1,000 customers to the new platform and some resulting revenue dilution and offsets, we believe that we are now in a strong position with our ability to leverage new AI capabilities and rapidly deliver innovated solutions to our customers. With this significant infrastructure project behind...

Investor releaseQuarter not tagged2026-03-26

Marchex, Inc. Q4 2025 Earnings Call Summary

Moby

Management identifies a 'positive inflection point' as the company moves beyond providing strategic analytics to delivering comprehensive AI-powered bundled solutions. The primary completion of the technology platform migration involved moving approximately 1,000 customers to the new Engage platform, which caused some temporary revenue dilution. Strategic focus has shifted from infrastructure projects to leveraging first-party data for 'agentic workflows' that automate customer acquisition and retention actions. The proposed Archenia acquisition is central to the strategy of transitioning customers from paying for insights to paying for AI-verified outcomes like appointments and sales. Operational efficiencies gained from organizational realignment and the completion of legacy platform migrations are expected to drive meaningful financial leverage. The company views itself as a primary AI beneficiary, using the technology to accelerate product development cycles and improve internal agility. Management anticipates sequential quarterly revenue increases throughout 2026, targeting a 10% run rate growth from 2025 year-end levels. Adjusted EBITDA is projected to reach $500,000 or more in Q1 2026, potentially doubling to over $1 million in Q2 2026. The company is targeting adjusted EBITDA margins of 10% or more for the full year 2026 as revenue scales against a lower cost structure. The combined entity with Archenia aims for a 'Rule of 30 to 40' trajectory, combining 15% to 20% revenue growth with double-digit EBITDA margins. A 'sprint to $100 million' revenue run rate is viewed as achievable sooner through deep penetration of the existing top 50 customer base with new bundled products. The Archenia acquisition is structured as an Agreement In Principle with a target closing date in June 2026, pending disinterested stockholder approval. Revenue run rates for the potential combined company are estimated at approximately $15 million quarterly or $60 million annualized. A $3 million share buyback program remains authorized as management evaluates capital allocation options to address perceived stock undervaluation. The final platform switchover in December 2025 created a revenue run rate headwind entering the first quarter of 2026. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1...

Investor releaseQuarter not tagged2026-03-26

Marchex: Q4 Earnings Snapshot

Associated Press Finance

SEATTLE (AP) — SEATTLE (AP) — Marchex Inc. (MCHX) on Wednesday reported a loss of $2.3 million in its fourth quarter. On a per-share basis, the Seattle-based company said it had a loss of 5 cents. Losses, adjusted for stock option expense, came to 4 cents per share. The advertising and marketing company posted revenue of $10.8 million in the period. For the year, the company reported a loss of $5.2 million, or 12 cents per share. Revenue was reported as $45.4 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on MCHX at https://www.zacks.com/ap/MCHX

As of 2026-05-30 • Updated weeklySource: Earnings sourceIngestion runbook