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 March 31, 2021 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) Registrant's telephone number, including area code Securities re ...

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, 2020 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 ...

Financial Data and Key Metrics Changes - Revenue for Q2 2021 was $135 million, representing a 36% year-over-year growth, excluding divested businesses [17] - Adjusted EBITDA was $10 million, with adjusted net income of $7 million or $0.13 per share [17] - Revenue growth excluding divested businesses was 6% sequentially in the quarter, significantly better than typical seasonal declines [7] Business Line Data and Key Metrics Changes - Financial Services client vertical accounted for 77% of Q2 revenue, growing 18% year-over-year to $104.2 million [17] - Auto Insurance revenue grew 57% year-over-year, while Home Services revenue surged 165% year-over-year to $29.2 million [18] - Credit-driven personal loans and credit card businesses grew 25% sequentially and were up 80% from the June quarter [18] Market Data and Key Metrics Changes - The company noted strong momentum in the Insurance and Home Services sectors, with expectations for continued growth in personal loans and credit cards as the economy improves [13][21] - The trailing 12-month revenue, excluding divested businesses, was $475.7 million, reflecting a three-year compound annual growth rate of 30% [21] Company Strategy and Development Direction - The company is focused on integrating and capturing synergies from the Modernize acquisition, which is ahead of schedule [10][32] - QuinStreet aims to strengthen its products, technologies, and operations for future growth and competitive advantage [9] - The company is optimistic about its position in credit-driven markets, which are seen as future growth engines [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing shift to digital marketing, which is expected to remain a permanent change rather than a temporary trend [58] - The company anticipates continued strong momentum and revenue growth in the Insurance and Home Services verticals for Q3 2021, with revenue expected between $145 million and $150 million [14][22] - Management highlighted that economic activity and employment are key indicators for the performance of personal loans and credit cards [54] Other Important Information - The company closed the quarter with $102.6 million in cash and equivalents, generating $5.6 million in operating cash flow [20] - Normalized free cash flow for the quarter was $7.5 million, or 6% of revenue [20] Q&A Session Summary Question: Growth in personal loans and credit cards - Management noted that both personal loans and credit cards are showing improvement, with personal loans progressing slightly faster [26][28] Question: Home Services organic growth - Management indicated strong double-digit organic growth in Home Services, but could not confirm if it was around 30% [30][32] Question: Specific categories in Home Services - Management confirmed strong growth across core trades in Home Services, with better performance in exterior projects compared to interior ones due to COVID-19 [36][38] Question: Margins and operating structure - Management explained that the quarter's gross margin was affected by seasonality and a similar fixed cost structure [42] Question: Competitive situation in Home Services - Management stated that Home Services has less competitive intensity compared to Insurance, with a fragmented client base [50][51] Question: Impact of interest rates on Home Services - Management does not expect interest rates to significantly impact demand for Home Services, as the market is still in early penetration stages [65]

QuinStreet, Inc. (NASDAQ:QNST) Q1 2021 Results Conference Call October 28, 2020 5:00 PM ET Company Participants Erica Abrams - Investor Relations Doug Valenti - Chief Executive Officer Greg Wong - Chief Financial Officer Conference Call Participants John Campbell - Stephens Inc Jason Kreyer - Craig-Hallum Jim Goss - Barrington Research Ryan Meyers - Lake Street Capital Markets Chris Sakai - Singular Research Operator Good day, and welcome to the QuinStreet First Quarter Fiscal 2021 Financial Results Confere ...

QuinStreet, Inc. (NASDAQ:QNST) Q4 2020 Earnings Conference Call August 5, 2020 5:00 PM ET Company Participants Erica Abrams - Investor Relations Doug Valenti - Chief Executive Officer Greg Wong - Chief Financial Officer Conference Call Participants John Campbell - Stephens Inc. Jason Kreyer - Craig-Hallum Chris Sakai - Singular Research Operator Good day and welcome to the QuinStreet Fourth Quarter and Fiscal Year 2020 Financial Results Conference Call. Today's conference is being recorded. And at this time ...

QuinStreet, Inc. (NASDAQ:QNST) Q3 2020 Earnings Conference Call May 6, 2020 5:00 PM ET Company Participants Erica Abrams – Investor Relations Doug Valenti – Chief Executive Officer Greg Wong – Chief Financial Officer Conference Call Participants Carter Trent – Stephens Jason Kreyer – Craig-Hallum Jim Goss – Barrington Research Adam Klauber – William Blair Operator Good day, ladies and gentlemen, and welcome to the QuinStreet Third Quarter Fiscal 2020 Financial Results Conference Call. Today's conference is ...

QuinStreet, Inc. (NASDAQ:QNST) Q2 2020 Earnings Conference Call February 5, 2020 5:00 PM ET Company Participants Erica Abrams - Investor Relations Douglas Valenti - Chairman and Chief Executive Officer Gregory Wong - Senior Vice President and Chief Financial Officer Conference Call Participants John Campbell - Stephens Inc. Jason Kreyer - Craig-Hallum Capital Group LLC James Goss - Barrington Research Associates, Inc. Robert Breza - Northland Capital Markets Adam Klauber - William Blair & Company, LLC Eric ...

QuinStreet, Inc. (NASDAQ:QNST) Q1 2020 Earnings Conference Call November 7, 2019 5:00 PM ET Company Participants Erica Abrams - IR Doug Valenti - CEO Greg Wong - CFO Conference Call Participants Jim Goss - Barrington Research John Campbell - Stephens Jason Kreyer - Craig-Hallum Chris Sakai - Singular Research Adam Klauber - William Blair Operator Good day, ladies and gentlemen and welcome to the QuinStreet First Quarter Fiscal 2020 Financial Results Conference Call. Today's call is being recorded. At this t ...

QuinStreet, Inc. (NASDAQ:QNST) Q4 2019 Earnings Conference Call August 8, 2019 5:00 PM ET Company Participants Erica Abrams – Investor Relations Doug Valenti – Chief Executive Officer Greg Wong – Chief Financial Officer Conference Call Participants John Campbell – Stephens Jason Kreyer – Craig-Hallum Patrick Sholl – Barrington Research Adam Klauber – William Blair Eric Martinuzzi – Lake Street Chris Sakai – Singular Research Operator Good day, and welcome to the QuinStreet Fourth Quarter and Fiscal Year 201 ...

QuinStreet, Inc. (NASDAQ:QNST) Q3 2019 Earnings Conference Call May 9, 2019 5:00 PM ET Company Participants Erica Abrams - Investor Relations Doug Valenti - Chief Executive Officer Greg Wong - Chief Financial Officer Conference Call Participants Carter Trent - Stephens Jason Kreyer - Craig-Hallum Robert Breza - Northland Capital Markets Adam Klauber - William Blair Jim Goss - Barrington Research Chris Sakai - Singular Research Operator Good day and welcome to the QuinStreet Third Quarter 2019 Financial Resu ...