NYSE$MLNK

MeridianLink Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

MeridianLink's second quarter performance reflected resilience and continued demand for MeridianLink One.

MeridianLink reported a 4% year-over-year increase in revenue to $78.7 million, driven by an 11% increase in lending software solutions revenue. The company's operating loss was $(1.1) million, while non-GAAP operating income was $15.5 million. MeridianLink returned $29.9 million to stockholders via stock repurchases.

  • Revenue increased by 4% year-over-year, reaching $78.7 million.
  • Lending software solutions revenue grew by 11% year-over-year, totaling $61.6 million.
  • The company had an operating loss of $(1.1) million, but a non-GAAP operating income of $15.5 million.
  • MeridianLink repurchased 1.6 million shares, returning $29.9 million to stockholders.

Headline financials

Total Revenue

$78.7M

Previous: $75.4M+4.3%
EPS (adj)

$0.04

Previous: $0.03+33.3%
Capital Expenditures

-$1.91M

Previous: $171K-1215.2%
Free Cash Flow

$12.4M

Previous: $5.93M+109.8%
Net Income

-$9.67M

Previous: -$5.23M-84.9%
Operating Income

-$1.1M

Previous: $1.48M-174.0%
Gross Profit

$41.1M

Previous: $46.9M-12.4%
R&D Expense

$9.91M

No prior period
Stock-Based Comp

$12.6M

Previous: $9M+40.3%

Revenue & EPS history

MeridianLink · Revenue · Quarterly

$78.7M

Q2 2024+4.3%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

MeridianLink · $76.5M total across 2 segments · Q3 2023

  • Lending Software Solutions
    $58.9M
  • Data Verification Software Solutions
    $17.5M

Forward guidance

The Company issues third quarter financial guidance and updates full year 2024 financial guidance.

Tailwinds

  • Third quarter revenue is expected to be in the range of $78.0 to $81.0 million.
  • Third quarter adjusted EBITDA is expected to be in the range of $30.0 to $33.0 million.
  • Full year revenue is expected to be in the range of $312.0 to $318.0 million.
  • Full year adjusted EBITDA is expected to be in the range of $123.0 to $128.0 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 · overlaid with Q2 2024

Historical avgQ2 2024

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro