UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-34628 QuinStreet, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 77-0512121 (State or Other Jurisdiction of (I.R.S. E ...

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QuinStreet (QNST) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +26.32%. A quarter ago, it was expected that this online marketing services company would post earnings of $0.22 per share when it actually produced earnings of $0.22, delivering no surprise.Over the last four quarters, ...

QuinStreet (NasdaqGS:QNST) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsDoug Valenti - CEOGreg Wong - CFORobert Amparo - VP of Investor Relations and FinanceConference Call ParticipantsEric Martinuzzi - Senior Research AnalystJason Kreyer - Senior Research AnalystPatrick Sholl - Research AnalystZachary Cummins - Senior Equity Research AnalystOperatorGood day and welcome to QuinStreet's fiscal second quarter 2026 financial results conference call. Today's conference is being record ...

Financial Data and Key Metrics Changes - QuinStreet reported total revenue of $287.8 million for fiscal Q2, with adjusted net income of $14 million or $0.24 per share, and adjusted EBITDA of $21 million [9][10] - The company expects total revenue for fiscal Q3 to be between $330-$340 million and total adjusted EBITDA to be between $26.5-$30.5 million [8][15] - Full fiscal year 2026 revenue is projected to be between $1.25-$1.3 billion, with adjusted EBITDA between $110-$115 million [8][15] Business Line Data and Key Metrics Changes - The financial services vertical represented 75% of Q2 revenue, declining 1% year-over-year to $216.8 million, while auto insurance grew 6% sequentially [9][10] - Home services, representing 25% of Q2 revenue, grew 13% year-over-year to $71 million, with expectations of continued double-digit growth [4][10] - The acquisition of HomeBuddy is expected to enhance the home services vertical, which is projected to grow significantly due to its unique product offerings [5][11] Market Data and Key Metrics Changes - Auto insurance demand remained strong, with sequential performance exceeding historical seasonality trends [4] - The home services market is estimated to spend over $70 billion on marketing, with QuinStreet currently serving less than 1% of this market [11] - The company anticipates a return to a normalized growth rate of 10%-20% year-over-year in the auto insurance sector [29] Company Strategy and Development Direction - QuinStreet is focused on expanding its product, market, and media footprints, particularly through the integration of AI technologies [6][7] - The company aims to achieve a 10% quarterly adjusted EBITDA margin this fiscal year, driven by higher-margin products and operational efficiencies [14][46] - The acquisition of HomeBuddy is seen as a strategic move to enhance capabilities in the home services market and leverage cross-selling opportunities [5][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term revenue growth and margin performance, citing strong client fundamentals and marketplace conditions [4][7] - The company views AI as a significant opportunity rather than a threat, believing it will enhance their business model and competitive advantage [19][24] - Management noted that the current macro environment presents challenges but also opportunities for growth in financial services, particularly in personal loans and credit cards [58][60] Other Important Information - QuinStreet closed the quarter with $107 million in cash and equivalents and no bank debt, indicating a strong financial position [10] - The company has a disciplined approach to capital allocation, prioritizing investments in new products, accretive acquisitions, and share repurchases [13] Q&A Session Summary Question: Traffic trends and AI impact - Management reported only positive traffic trends, with no negative impacts observed, and emphasized the opportunities created by AI in their campaigns [18][19] Question: Auto insurance spending trends - Management noted strong engagement and interest from auto insurance carriers, with expectations of a return to normalized growth rates [29][30] Question: HomeBuddy cross-sell opportunities - Management highlighted the significant cross-sell potential in media and unique products from HomeBuddy, which will enhance their home services offerings [35][39] Question: R&D initiatives and growth - Management discussed ongoing R&D initiatives that are tracking well and expected to contribute significantly to revenue and profitability [40][44] Question: Growth in financial services verticals - Management indicated a good environment for financial services, with strong demand in personal loans and credit cards, despite some macroeconomic pressures [58][60]

QuinStreet (NasdaqGS:QNST) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Speaker4Good day and welcome to QuinStreet's fiscal second quarter 2026 financial results conference call. Today's conference is being recorded. Following prepared remarks, there will be a Q&A session. If at any time during this call you require immediate assistance, please press star zero for the operator. At this time, I would like to turn the conference over to Vice President of Investor Relations and Finance, Robert Amparo. M ...

For the fiscal second quarter, the Company generated $21.6 million in operating cash flow and closed the quarter with $107.0 million in cash and cash equivalents and no bank debt. "Fiscal Q2 was another productive and successful quarter," commented Doug Valenti, CEO of QuinStreet. "We exceeded our outlook for both revenue and adjusted EBITDA, and we continued to make good progress on needle-moving initiatives across the business. Our set-up for continued, long-term revenue growth and margin performance has ...

Financial Performance - Net revenue for the three months ended September 30, 2025, was $285.9 million, a 2% increase from $279.2 million in the same period of 2024[103]. - Gross profit decreased by 5% to $26.9 million, with a gross profit margin of 9% compared to 10% in the prior year[102][104]. - Operating expenses totaled $22.2 million, a decrease of 25% from $29.6 million in the same period of 2024[105]. - General and administrative expenses saw a significant reduction of 45%, down to $9.3 million from $16.8 million[108]. - Cash provided by operating activities was $19.6 million, compared to cash used of $13.7 million in the prior year[118]. - Cost of revenue increased by 3% to $258.9 million, primarily due to increased media and marketing costs[104]. Client Verticals - Financial services client vertical represented 73% of net revenue for the three months ended September 30, 2025, compared to 76% for the same period in 2024[76]. - One client in the financial services vertical accounted for 21% of net revenue for the three months ended September 30, 2025[77]. - Revenue from home services client vertical increased by $10.1 million, or 15%, while revenue from financial services client vertical decreased by $3.4 million, or 2%[103]. Strategic Initiatives - Strategic acquisitions, including BestCompany and AquaVida in fiscal year 2024, are a key element of the company's corporate strategy[81]. - The company has enhanced its product set to improve media segmentation and monetization, addressing challenges in the financial services vertical[78]. - The company aims for sustainable revenue growth while investing in various growth initiatives rather than maximizing short-term profits[74]. Market and Regulatory Environment - The auto insurance industry began to benefit from rate increases starting in calendar 2024, leading to increased advertising spending and revenue growth[80]. - Regulatory changes, such as amendments to the Telephone Consumer Protection Act, may impact revenue and profitability[87]. - The company is exposed to market risks primarily due to fluctuations in interest rates[129]. Cash and Shareholder Activities - As of September 30, 2025, the company had cash and cash equivalents of $101.3 million[113]. - The company repurchased 462,440 shares at an average price of $15.41 per share, totaling $7.1 million during the three months ended September 30, 2025[115]. Seasonal and Operational Factors - Seasonality affects revenue, particularly with lower media availability and client budgets during the holiday period[83]. - There have been no material changes in the company's contractual obligations as of June 30, 2025[128]. - The company invests cash equivalents in money market funds for working capital and acquisition financing[130]. - The company does not have material exposure to changes in the fair value of investments due to the short-term nature of these investments[130]. - A hypothetical decline of 1% in interest rates would not have a material effect on the company's financial statements[130].

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Core Viewpoint - QuinStreet reported quarterly earnings of $0.22 per share, matching the Zacks Consensus Estimate, and showing no change from the previous year [1] - The company achieved revenues of $285.85 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.10% and up from $279.22 million year-over-year [2] Financial Performance - Earnings per share (EPS) for the last quarter was $0.25, which was below the expected $0.26, resulting in a surprise of -3.85% [1] - Over the last four quarters, QuinStreet has not surpassed consensus EPS estimates [1] - The company has topped consensus revenue estimates three times in the last four quarters [2] Stock Performance - QuinStreet shares have declined approximately 35.4% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The current Zacks Rank for QuinStreet is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $271.91 million, and for the current fiscal year, it is $1.06 on revenues of $1.19 billion [7] - The outlook for the Internet - Delivery Services industry, where QuinStreet operates, is currently in the bottom 32% of over 250 Zacks industries, which may impact stock performance [8]