NASDAQ$QNST

QuinStreet Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

QuinStreet reported record revenue and strong adjusted EBITDA for the second quarter of fiscal year 2025.

QuinStreet, Inc. announced strong financial results for the fiscal second quarter ended December 31, 2024, with record revenue of $282.6 million, up 130% year-over-year, driven by unprecedented growth in Auto Insurance client demand. The company also reported adjusted net income of $11.9 million and adjusted EBITDA of $19.4 million.

  • Record quarterly revenue reached $282.6 million, marking a 130% year-over-year increase.
  • Auto insurance quarterly revenue surged by 615% year-over-year.
  • Non-insurance revenue experienced a 15% year-over-year growth.
  • The company raised its outlook for full fiscal year 2025 revenue and Adjusted EBITDA.

Headline financials

Total Revenue

$283M

Previous: $123M+130.3%
EPS (adj)

$0.20

Previous: -$0.21+195.2%
Adjusted EBITDA

$19.4M

Previous: $417K+4553.0%
Adjusted Net Income

$11.9M

No prior period
Operating Cash Flow

$38.7M

No prior period
Capital Expenditures

-$884K

Previous: -$2.96M+70.2%
Net Income

-$1.55M

Previous: -$11.6M+86.6%
Operating Income

-$1.39M

Previous: -$11.4M+87.8%
Gross Profit

$26.8M

Previous: $6.85M+290.4%
R&D Expense

$8.71M

No prior period

Revenue & EPS history

QuinStreet · Revenue · Quarterly

$283M

Q2 2025+130.3%vs Q2 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

QuinStreet · $122M total across 2 segments · Q1 2024

  • Financial Services
    $72.1M-24.1%
  • Home Services
    $49.4M+5.7%

Forward guidance

QuinStreet expects continued strong demand in Auto Insurance and growth in non-Insurance client verticals, leading to an increased outlook for full fiscal year 2025 revenue and Adjusted EBITDA.

Tailwinds

  • Expected fiscal Q3 revenue between $265 million and $275 million.
  • Expected fiscal Q3 Adjusted EBITDA between $19.5 million and $20.0 million.
  • Raised full fiscal year 2025 revenue outlook to between $1.065 billion and $1.105 billion.
  • Raised full fiscal year 2025 Adjusted EBITDA outlook to between $80 million and $85 million.
  • Anticipates continued strong demand in Auto Insurance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+5.5%

Avg return

30 days after

47%

30 / 64 earnings

Positive

+36.7%

Q2 2018

Best reaction

-28.0%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+2.8%-13.7%-10.6%
Q2 2026+10.7%-2.9%+10.1%
Q1 2026-0.6%+2.7%+4.3%
Q3 2025-14.5%-10.4%-12.1%
Q2 2025-4.3%-8.8%-27.3%
Q1 2025+7.1%+13.0%+12.8%
Q4 2024-7.0%-8.5%+1.4%
Q3 2024-2.7%-7.6%-12.7%
Q2 2024+14.5%+18.1%+17.8%
Q1 2024-1.1%-3.4%+11.5%
Q4 2023+9.8%+6.0%+2.5%
Q3 2023-16.3%-28.2%-5.0%
Q2 2023+15.4%+12.3%+2.8%
Q1 2023+17.9%+18.3%+26.7%
Q4 2022+18.6%+16.7%+14.8%
Q3 2022+12.3%+10.2%+27.1%
Q2 2022-28.0%-27.2%-27.5%
Q1 2022+16.4%+19.2%+17.4%
Q4 2021+7.8%+3.0%+5.9%
Q3 2021-8.5%-11.0%-10.9%
Q2 2021+11.1%+9.3%+5.1%
Q1 2021+4.1%-1.6%+11.7%
Q4 2020+7.2%+9.2%+16.8%
Q3 2020+9.6%+4.0%+14.5%
Q2 2020+14.2%+10.9%-14.0%
Q1 2020+17.7%+19.6%+19.8%
Q4 2019-26.5%-33.0%-28.6%
Q3 2019+6.5%+5.7%+11.9%
Q2 2019-21.6%-23.3%-32.1%
Q1 2019+19.1%+29.1%+17.5%
Q4 2018-10.3%-7.0%-2.9%
Q3 2018-6.7%-3.8%+10.3%
Q2 2018+36.7%+21.1%+38.1%
Q1 2018+24.0%+18.1%+44.8%
Q4 2017+5.1%+4.6%+38.2%
Q3 2017-2.5%-7.8%-2.5%
Q2 2017+2.5%-0.3%-0.9%
Q1 2017-8.6%-11.2%+16.1%
Q4 2016-8.1%-7.2%+0.0%
Q3 2016-9.6%
Q2 2016-9.6%
Q1 2016-8.2%
Q4 2015+2.1%
Q3 2015+5.8%
Q2 2015+20.9%
Q1 2015-6.0%
Q4 2014-2.8%
Q3 2014-12.2%
Q2 2014-10.7%
Q1 2014-5.1%
Q4 2013+1.4%
Q3 2013-2.0%
Q2 2013-0.9%
Q1 2013+1.3%
Q4 2012-0.7%
Q4 2010-0.7%
Q1 2011-0.7%
Q3 2011-0.9%
Q3 2012-15.2%
Q2 2012+3.1%
Q1 2012-20.4%
Q2 2011-20.4%
Q4 2011-20.4%
Q3 2010+1.1%

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