NYSE$YEXT

Yext Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Yext's first quarter of fiscal 2025 results were within the guided ranges, with revenue of $96 million, Adjusted EBITDA of $9.6 million, and non-GAAP EPS of $0.05.

Yext's Q1 2025 results showed revenue of $96 million, Adjusted EBITDA of $9.6 million, and non-GAAP EPS of $0.05. The company generated nearly $40 million in cash flow from operations and announced its intention to acquire Hearsay Systems.

  • Revenue was $96 million, a 3% decrease compared to the first quarter of fiscal 2024.
  • Adjusted EBITDA was $9.6 million, compared to $14.4 million in the first quarter of fiscal 2024.
  • Non-GAAP EPS was $0.05, compared to $0.09 in the first quarter of fiscal 2024.
  • The company announced the intention to acquire Hearsay Systems to expand its market opportunity.

Headline financials

Total Revenue

$96M

Previous: $99.5M-3.5%
EPS

-$0.03

Previous: $0.08-137.5%
Adjusted EBITDA

$9.6M

Previous: $14.4M-33.3%
Adjusted EBITDA Margin

10.0%

No prior period
ARR

$387M

No prior period
Capital Expenditures

-$647K

Previous: -$944K+31.5%
Free Cash Flow

-$4.46M

Previous: -$1.36M-229.2%
Net Income

-$3.82M

Previous: -$412K-826.5%
Operating Income

-$5.43M

Previous: -$1.23M-340.4%
Gross Profit

$74.4M

Previous: $78.1M-4.7%
R&D Expense

$17.1M

No prior period
Stock-Based Comp

$12.1M

No prior period

Revenue & EPS history

Yext · Revenue · Quarterly

$96M

Q1 2025-3.5%vs Q1 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Yext provided guidance for Q2 2025 and full year fiscal 2025, not factoring in any financial assumptions regarding the integration of Hearsay Systems.

Tailwinds

  • Second Quarter Fiscal 2025 Revenue is projected to be in the range of $98.0 to $98.4 million.
  • Second Quarter Fiscal 2025 Adjusted EBITDA is projected to be in the range of $8.0 million to $8.5 million, including severance costs related to restructuring actions.
  • Second Quarter Fiscal 2025 Non-GAAP net income per share is projected to be in the range of $0.02 to $0.03.
  • Full Year Fiscal 2025 Revenue is projected to be in the range of $394.0 million to $396.0 million.
  • Full Year Fiscal 2025 Adjusted EBITDA is projected to be in the range of $65.0 million to $67.0 million, including severance costs related to restructuring actions.

Headwinds

  • The expectations do not factor in any financial assumptions regarding the integration of Hearsay Systems.
  • Guidance includes severance costs related to the restructuring actions that took place in the second quarter.
  • Revenue for the first quarter of fiscal 2025 decreased by 3% compared to the previous year.
  • Adjusted EBITDA for the first quarter of fiscal 2025 decreased compared to the previous year.
  • The company slowed the pace of Sales hiring in Q1 due to a challenging environment.

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 Q1 2025

Historical avgQ1 2025

-0.9%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-4.4%

Avg return

30 days after

36%

13 / 36 earnings

Positive

+44.0%

Q1 2024

Best reaction

-27.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-2.7%-7.3%-39.0%
Q3 2026-4.6%-5.8%-8.0%
Q2 2026-1.5%-1.7%-4.2%
Q1 2026+31.6%+28.3%+21.1%
Q4 2025-4.1%-6.1%-10.2%
Q3 2025-17.0%-23.6%-23.3%
Q2 2025+15.6%+32.6%+39.7%
Q1 2025-2.3%-2.3%-4.5%
Q4 2024+12.2%+3.3%+2.8%
Q3 2024-21.4%-19.3%-21.6%
Q2 2024-27.9%-26.1%-31.3%
Q1 2024+44.0%+40.4%+10.8%
Q4 2023+9.6%-0.5%-3.0%
Q3 2023+20.9%+15.6%+24.1%
Q2 2023+8.4%+12.5%+10.8%
Q1 2023+6.6%+4.3%-4.5%
Q4 2022-10.5%-1.5%+7.5%
Q3 2022+11.9%+16.2%+8.4%
Q2 2022-6.0%-8.0%-12.9%
Q1 2022+15.5%+9.2%+16.3%
Q4 2021-17.8%-22.1%-16.4%
Q3 2021-16.2%-15.0%-16.0%
Q2 2021-16.0%-17.0%-20.1%
Q1 2021-7.5%-11.5%-1.7%
Q4 2020+1.5%-4.4%-39.7%
Q3 2020-13.8%-17.1%-13.8%
Q2 2020-10.7%-6.9%-10.3%
Q1 2020-5.9%-5.4%+2.9%
Q4 2019+14.0%+17.2%+10.4%
Q3 2019-18.6%-15.4%-18.1%
Q2 2019-7.1%-5.8%-11.4%
Q1 2019+12.2%+14.0%+27.7%
Q4 2018-3.8%-6.2%-4.7%
Q3 2018-3.9%-9.5%-14.3%
Q2 2018-3.7%-4.0%-1.7%
Q1 2018-11.6%-12.3%-9.6%
Q4 2017
Q3 2016
Q2 2016
Q1 2016
Q4 2015

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