NYSE$NOTE

Fiscalnote Holdings Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

FiscalNote reported Q1 2026 total revenues of $20.0M (-27% YoY) and a net loss of $43.6M, including a $35.6M goodwill impairment.

For the quarter ended March 31, 2026, FiscalNote reported total revenues of $20.0 million, down from $27.5 million, with subscription revenue $19.1 million. The company recorded a $35.6 million goodwill impairment; operating loss was $42.5 million. Net loss was $43.6 million versus $4.3 million in Q1 2025 when a $15.7 million gain on sale of business benefited results.

  • Total revenues $20.0M (-27% YoY); subscription $19.1M.
  • Goodwill impairment $35.6M drove widened operating loss.
  • Net loss $43.6M vs. $4.3M prior year.
  • Prior-year comp included gain on sale of Dragonfly/TimeBase units.
  • Cost cuts in G&A and editorial functions.

Headline financials

Total Revenue

$20M

Previous: $27.5M-27.2%
EPS (adj)

-$2.39

Previous: -$0.03-7866.7%
Net Income

-$43.6M

Previous: -$4.25M-926.2%
Operating Income

-$42.5M

Previous: -$13.8M-208.9%

Revenue & EPS history

FiscalNote · Revenue · Quarterly

$20M

Q1 2026-27.2%vs Q1 2025
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

FiscalNote · $30.1M total across 1 segment · Q3 2023

  • Subscription Revenue
    $30.1M+15.3%

Forward guidance

Focus on subscription retention, federal budget impact, and path to adjusted EBITDA breakeven.

Tailwinds

  • Ongoing cost reduction in operating expenses.

Headwinds

  • Organic subscription revenue pressure.
  • Large non-cash impairment charge.

Historical earnings impact

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

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-3.8%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-7.6%

Avg return

30 days after

28%

5 / 18 earnings

Positive

+25.7%

Q3 2022

Best reaction

-37.9%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-1.5%
Q1 2026-3.1%+4.6%
Q3 2025+2.0%-9.3%-33.7%
Q1 2025-2.8%+5.1%-23.1%
Q4 2024-4.4%+4.7%-30.6%
Q3 2024-17.8%-14.4%-3.7%
Q2 2024-5.8%-7.9%-14.4%
Q1 2024+4.1%+24.6%-6.6%
Q4 2023-17.2%-13.8%-36.9%
Q3 2023-37.9%-39.4%-11.4%
Q2 2023-27.2%-18.3%-40.0%
Q1 2023+15.5%+22.4%+74.5%
Q4 2022+5.6%+23.9%+0.0%
Q3 2022+25.7%+22.6%+17.3%
Q2 2022-3.3%+1.4%-12.9%
Q1 2022-0.2%-0.2%-0.4%
Q4 2021-0.1%+0.0%+0.2%
Q3 2021-0.2%+0.1%-0.1%

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