NYSE$MLNK

MeridianLink Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

MeridianLink's Q2 2023 revenue increased by 3% year-over-year, driven by strong demand for software solutions and solid bookings momentum.

MeridianLink reported a 3% increase in revenue to $75.4 million for Q2 2023. The company experienced strong demand for its software solutions, with solid bookings momentum and successful services delivery.

  • Revenue increased by 3% year-over-year to $75.4 million.
  • Lending software solutions revenue increased by 8% year-over-year to $55.8 million.
  • Operating income was $1.5 million, or 2% of revenue.
  • Net loss was $(5.2) million, or (7)% of revenue.

Headline financials

Total Revenue

$75.4M

Previous: $73M+3.3%
EPS (adj)

$0.03

Previous: $0.09-66.7%
Adjusted EBITDA Margin

36.0%

No prior period
Capital Expenditures

$171K

Previous: $61K+180.3%
Free Cash Flow

$5.93M

Previous: $12.7M-53.5%
Net Income

-$5.23M

Previous: $2.17M-340.8%
Operating Income

$1.48M

Previous: $2.17M-31.7%
Gross Profit

$46.9M

Previous: $45.8M+2.5%
Cash & Equivalents

$109M

Previous: $100M+8.6%
Total Assets

$1.07B

Previous: $1.06B+0.7%
Stock-Based Comp

$9M

Previous: $5.44M+65.5%

Revenue & EPS history

MeridianLink · Revenue · Quarterly

$75.4M

Q2 2023+3.3%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

MeridianLink · $75.4M total across 2 segments · Q2 2023

  • Lending Software Solutions
    $55.8M
  • Data Verification Software Solutions
    $19.6M

Forward guidance

The Company issues third quarter financial guidance and updates full year 2023 financial guidance as follows:

Tailwinds

  • Third Quarter Revenue is expected to be in the range of $76.0 million to $78.0 million
  • Third Quarter Adjusted EBITDA is expected to be in the range of $27.0 million to $29.0 million
  • Full Year 2023 Revenue is expected to be in the range of $302.0 million to $306.0 million
  • Full Year 2023 Adjusted EBITDA is expected to be in the range of $104.0 million to $108.0 million

Historical earnings impact

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

Avg. return before/after earnings

Based on 6 quarterly earnings reports

Historical avg

+1.0%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+2.6%

Avg return

30 days after

57%

12 / 21 earnings

Positive

+24.6%

Q2 2025

Best reaction

-23.9%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025+24.6%+24.7%+25.3%
Q1 2025-2.0%-4.3%-5.3%
Q4 2025+16.6%+6.3%-9.7%
Q3 2024+0.2%+1.5%-4.1%
Q2 2024-4.2%-3.3%+2.0%
Q1 2024+1.4%-3.3%+13.4%
Q4 2023-4.4%-3.3%-3.4%
Q3 2023+2.1%
Q2 2023-23.9%
Q1 2023+1.3%
Q4 2022-0.2%
Q3 2022-14.8%
Q2 2022+4.0%
Q1 2022+16.9%
Q4 2021-2.4%
Q4 2019-2.4%
Q3 2020+3.3%
Q3 2021+3.3%
Q1 2021+2.1%
Q4 2020+2.1%
Q2 2021-2.2%
Q2 2020
Q1 2020

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