NASDAQ$NRDS
NerdWallet Inc · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
NerdWallet reported strong Q2 2025 revenue growth driven by insurance and emerging verticals.
NerdWallet Inc. delivered revenue of $186.9 million in Q2 2025, up 24% year-over-year, with net income of $8.2 million and operating income of $10.7 million. Growth was led by insurance and emerging verticals, partially offset by declines in credit cards. The company also reported non-GAAP operating income of $20.7 million and adjusted EBITDA of $33.6 million.
- Revenue reached $186.9 million, a 24% increase from Q2 2024.
- Net income turned positive to $8.2 million compared to a $9.4 million loss last year.
- Insurance revenue surged 86% to $54.7 million while credit cards declined 25%.
- Non-GAAP operating income was $20.7 million and adjusted EBITDA was $33.6 million.
Headline financials
Revenue & EPS history
NerdWallet · Revenue · Quarterly
$187M
Revenue by segment
NerdWallet · $187M total across 5 segments · Q2 2025
- Insurance$54.7M—29.3%
- Emerging verticals$44.9M—24.0%
- Credit cards$34.8M—18.6%
- Loans$27.5M—14.7%
- SMB products$25M—13.4%
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+6.0%
Avg return
Earnings day
+4.1%
Avg return
5 days after
+4.8%
Avg return
30 days after
55%
12 / 22 earnings
Positive
+43.5%
Q3 2023
Best reaction
-28.6%
Q1 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | +2.8% | -22.8% | -26.8% | |
| Q4 2025 | +7.5% | +11.2% | -3.1% | |
| Q3 2025 | -2.0% | +1.5% | +26.7% | |
| Q1 2025 | +29.2% | +40.1% | +31.8% | |
| Q4 2024 | -18.6% | -25.0% | -34.8% | |
| Q3 2024 | +30.1% | +25.3% | +22.9% | |
| Q2 2024 | -27.8% | -31.8% | -18.4% | |
| Q1 2024 | -6.3% | -8.6% | -0.2% | |
| Q4 2023 | +4.1% | +8.0% | -2.4% | |
| Q3 2023 | +43.5% | +65.6% | +70.7% | |
| Q2 2023 | -8.1% | -10.1% | -13.9% | |
| Q1 2023 | -28.6% | -33.6% | -29.5% | |
| Q4 2022 | +27.3% | +24.0% | +18.9% | |
| Q3 2022 | +27.7% | +26.0% | +20.1% | |
| Q3 2021 | +27.7% | +26.0% | +20.1% | |
| Q2 2021 | +11.2% | +12.9% | +10.7% | |
| Q2 2022 | +6.3% | +9.3% | +9.9% | |
| Q1 2022 | -1.0% | -20.8% | +17.3% | |
| Q1 2021 | -1.0% | -20.8% | +17.3% | |
| Q4 2020 | -2.2% | +3.3% | -23.7% | |
| Q4 2019 | -2.2% | +3.3% | -23.7% | |
| Q4 2021 | +13.1% | +6.3% | +16.8% | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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