NYSE$MAX
MediaAlpha Inc · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
MediaAlpha's Q2 2022 financial results were announced amidst challenging market conditions in the P&C vertical, with a focus on operating efficiencies and resilience of the platform.
MediaAlpha reported a decrease in revenue by 34% year-over-year to $103.4 million and a net loss of $(13.0) million. The company is navigating challenging market conditions, particularly in the property & casualty (P&C) vertical, while maintaining focus on operating efficiencies.
- Revenue decreased by 34% year-over-year to $103.4 million.
- Transaction Value decreased by 29% year-over-year to $182.9 million.
- Net loss was $(13.0) million, compared to $(0.4) million in the second quarter of 2021.
- Adjusted EBITDA was $4.5 million, compared to $14.7 million in the second quarter of 2021.
Headline financials
Revenue & EPS history
MediaAlpha · Revenue · Quarterly
$103M
Forward guidance
For the third quarter of 2022, MediaAlpha expects a worsening year-over-year trend in customer acquisition spending by P&C insurance carrier partners and anticipates Transaction Value in the Health insurance vertical to be similar to the second quarter level.
Headwinds
- Transaction Value between $130 million - $145 million, representing a 46% year-over-year decline at the midpoint.
- Revenue between $77 million - $87 million, representing a 46% year-over-year decline at the midpoint.
- Adjusted EBITDA between breakeven and $1.5 million, representing a 95% year-over-year decline at the midpoint.
- Transaction Value in the P&C insurance vertical is expected to decline sequentially.
- Adjusted EBITDA is expected to decline year over year at a greater rate than Transaction Value and Revenue due to increases in headcount and operating expenses.
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 2022
+3.4%
Avg return
Earnings day
+1.5%
Avg return
5 days after
+0.5%
Avg return
30 days after
50%
11 / 22 earnings
Positive
+31.8%
Q3 2022
Best reaction
-18.5%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -0.1% | -11.3% | -11.8% | |
| Q4 2025 | +12.3% | +27.9% | +23.4% | |
| Q3 2025 | +10.8% | +20.1% | +14.7% | |
| Q1 2025 | +14.2% | +18.2% | +21.4% | |
| Q4 2024 | -18.5% | -18.6% | -11.0% | |
| Q3 2024 | -12.6% | -17.9% | -35.5% | |
| Q2 2024 | +15.0% | +12.1% | +23.4% | |
| Q1 2024 | +9.0% | +9.3% | -12.2% | |
| Q4 2023 | +22.3% | +24.2% | +26.0% | |
| Q3 2023 | -4.6% | -15.8% | +0.1% | |
| Q2 2023 | -3.0% | -6.2% | -13.2% | |
| Q1 2023 | -2.4% | -6.4% | +50.7% | |
| Q4 2022 | +12.3% | +4.8% | +1.0% | |
| Q3 2022 | +31.8% | +26.4% | +2.3% | |
| Q2 2022 | -15.0% | -32.8% | -28.9% | |
| Q1 2022 | -9.6% | -22.0% | -31.2% | |
| Q4 2021 | +28.9% | +31.6% | +39.1% | |
| Q3 2021 | -1.5% | +12.7% | -2.1% | |
| Q2 2021 | -6.6% | -19.1% | -25.2% | |
| Q1 2021 | -13.1% | -4.2% | +3.6% | |
| Q4 2020 | +3.3% | +8.2% | -30.3% | |
| Q3 2020 | +1.8% | -7.4% | +7.2% | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — | |
| Q4 2019 | — | — | — | |
| Q3 2019 | — | — | — | |
| Q2 2019 | — | — | — | |
| Q1 2019 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — |
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