NASDAQ$QNST

QuinStreet Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

QuinStreet reported record quarterly revenue and improved profitability driven by the re-ramp of auto insurance revenue.

QuinStreet reported a record quarterly revenue of $198.3 million, a 52% increase year-over-year. The company's net loss was $(2.2) million, or $(0.04) per diluted share, while adjusted net income was $6.5 million, or $0.11 per diluted share. The strong re-ramp of Auto Insurance revenue continued.

  • Record quarterly revenue of $198 million, up 52% YoY
  • Significantly improved profitability with operating leverage
  • Steep re-ramp of auto insurance revenue continues and is broad-based
  • Expect strong FY2025 revenue growth and further margin expansion

Headline financials

Total Revenue

$198M

Previous: $130M+52.2%
EPS (adj)

$0.11

Previous: -$0.01+1200.0%
Adjusted EBITDA

$11M

No prior period
Capital Expenditures

-$3.65M

Previous: $1.02M-456.3%
Net Income

-$2.16M

Previous: -$55.9M+96.1%
Operating Income

-$1.44M

Previous: -$5.34M+73.0%
Gross Profit

$17.4M

Previous: $10.6M+64.5%
R&D Expense

$7.59M

No prior period
Stock-Based Comp

$5.64M

Previous: $2.73M+106.4%

Revenue & EPS history

QuinStreet · Revenue · Quarterly

$198M

Q4 2024+52.2%vs Q4 2023
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

For Q1 of fiscal year 2025, QuinStreet expects revenue between $220 to $230 million, representing 82% year-over-year growth at the midpoint. Adjusted EBITDA is expected to be $14 to $16 million, a growth of over 1400% at the midpoint. For full fiscal year 2025, the company expects revenue of $800 to $850 million, a 34% year-over-year growth at the midpoint, and adjusted EBITDA of $50 to $60 million, a 170% year-over-year growth at the midpoint.

Tailwinds

  • Continued strong momentum in Auto Insurance
  • Continued momentum across the business
  • Revenue is expected to be $220 to $230 million, growth of 82% year-over-year at the midpoint of the range
  • Adjusted EBITDA is expected to be $14 to $16 million, growth of over 1400% at the midpoint of the range
  • Expects continued strength in Auto Insurance demand

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 Q4 2024

Historical avgQ4 2024

+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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