LegalZoom (LZ)
NASDAQ:LZ
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.15Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid top‑line growth, improved profitability and clear progress on strategic initiatives (subscription ARPU expansion, partnerships, AI efficiencies). Management raised full‑year guidance and demonstrated operating leverage from AI, while noting deliberate, front‑loaded marketing spend, ongoing product optimization (concierge) and seasonal transaction variability. Overall the positives (revenue beats, raised outlook, efficiency gains and partnership momentum) outweigh the near‑term headwinds (higher S&M spend, cash use for buybacks, seasonality and early‑stage AI partner contributions).Company Guidance
Top-line Growth and Upgraded Full‑Year Guidance
Total revenue of $207 million, up 13% year‑over‑year and ahead of expectations; full‑year 2026 revenue guidance raised to $810–$830 million (≈8% YoY growth at midpoint) and adjusted EBITDA guidance to $190–$200 million (≈13% YoY growth at midpoint).
Subscription Momentum and ARPU Expansion
Subscription revenue of $130 million, up 12% YoY and marking the fourth consecutive quarter of double‑digit subscription growth; ARPU increased 4% YoY, supporting higher revenue quality despite stable subscription unit count (~1.92 million).
Strong Transaction and Formation Results
Transaction revenue of $77 million, up 15% YoY; transaction units increased 10% to 375,000; processed 142,000 business formations in the quarter, up 8% YoY (benefiting from Formation Nation contribution and partnerships).
Partnerships Driving Incremental Orders and Awareness
Orders from partnerships rose to 10% of total orders (from 4% a year ago); new strategic partnerships include GoDaddy, LinkedIn and Chase; unaided brand awareness increased 19% YoY and direct site traffic grew 13%.
Meaningful AI‑Driven Efficiency Gains
AI integrations reduced trademark classification time by ~55%, accelerated patent drafting by ~30%, enabled AI to fully resolve ~40% of chat interactions, and AI‑powered coaching reduced missed sales opportunities by roughly one‑third — contributing to operating leverage and expected margin expansion.
Profitability, Cash Generation and Capital Allocation
Adjusted EBITDA of $36 million (≈18% margin); free cash flow of $41 million (flat YoY); debt‑free balance sheet with $183 million cash and an undrawn $100 million revolver; active share repurchases (~5.3 million shares for $43 million) with $126 million remaining authorization.
Outperformance of Expert‑Led / Concierge Offerings
Revenue from expert‑led offerings grew more than 2x faster than the overall business YoY; concierge suite ARPU is over 3x the company average and showing strong early adoption as a high‑value, recurring product.
LZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $6.28 | $6.07 | -3.34% |
Feb 19, 2026 | $7.05 | $6.56 | -6.95% |
Nov 05, 2025 | $10.18 | $10.93 | +7.42% |
Aug 07, 2025 | $8.37 | $10.98 | +31.18% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does LegalZoom (LZ) report earnings?
LegalZoom (LZ) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is LegalZoom (LZ) earnings time?
LegalZoom (LZ) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LZ EPS forecast?
LZ EPS forecast for the fiscal quarter 2026 (Q2) is 0.16.
