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MediaAlpha (MAX)
NYSE:MAX
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MediaAlpha (MAX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.24
Last Year’s EPS
0.08
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presents a mixed picture with strong growth in the P&C vertical and record third quarter results overshadowed by challenges in the health vertical and decreased revenue and EBITDA guidance. The company shows confidence through AI advancements and share repurchase plans, but faces pressure in take rates and health vertical performance.
Company Guidance
During the MediaAlpha Inc. Third Quarter 2025 Earnings Call, the company provided financial guidance for the fourth quarter of 2025, anticipating transaction value to range between $620 million to $645 million, marking a 27% year-over-year increase at the midpoint. Revenue is projected to fall between $280 million and $300 million, representing a 4% year-over-year decrease at the midpoint. The company expects adjusted EBITDA to be between $27.5 million and $29.5 million, a 22% decrease year-over-year at the midpoint, driven by an $8 million to $9 million decline in under-65 Health contribution. The take rate for Q4 is expected to be around 7%, with private marketplace transactions constituting approximately 54% of transaction value. Looking to 2026, MediaAlpha anticipates starting the year with a take rate similar to Q4 levels, expecting an uplift as carrier demand broadens. The company also highlighted a substantial free cash flow generation, emphasizing financial flexibility to support strategic priorities, and announced a new $50 million share repurchase authorization.
Record Third Quarter Results
MediaAlpha Inc. delivered record third quarter results driven by the P&C insurance vertical, with transaction value reaching $589 million, up 30% year-over-year.
Strong Growth in P&C Vertical
The P&C vertical saw a 41% year-over-year growth in transaction value, contributing significantly to the overall performance.
Efficient Operating Model
The company achieved an adjusted EBITDA of $29.1 million, an increase of 11% year-over-year, with a conversion of 64% of contribution to adjusted EBITDA.
AI and Technology Advancements
MediaAlpha is leveraging AI to enhance productivity and adapt to technology shifts, expecting to remain a key partner for publishers and advertisers as AI adoption accelerates.
Share Repurchase Authorization
A new share repurchase authorization of up to $50 million was announced, indicating confidence in the company's strategy and long-term growth opportunities.

MediaAlpha (MAX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

MAX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
0.24 / -
0.08
Oct 29, 2025
2025 (Q3)
0.12 / 0.26
0.1752.94% (+0.09)
Aug 06, 2025
2025 (Q2)
0.17 / -0.33
0.07-571.43% (-0.40)
Apr 30, 2025
2025 (Q1)
0.14 / -0.04
-0.02-100.00% (-0.02)
Feb 24, 2025
2024 (Q4)
0.23 / 0.08
-0.05260.00% (+0.13)
Oct 30, 2024
2024 (Q3)
0.13 / 0.17
-0.29158.62% (+0.46)
Jul 31, 2024
2024 (Q2)
<0.01 / 0.07
-0.32121.88% (+0.39)
May 01, 2024
2024 (Q1)
-0.10 / -0.02
-0.2391.30% (+0.21)
Feb 20, 2024
2023 (Q4)
-0.18 / -0.05
-0.6392.06% (+0.58)
Nov 01, 2023
2023 (Q3)
-0.29 / -0.29
-0.3414.71% (+0.05)
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

MAX Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$11.12$12.23+9.98%
Aug 06, 2025
$10.35$11.39+10.05%
Apr 30, 2025
$8.40$9.59+14.17%
Feb 24, 2025
$11.41$9.30-18.49%
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 MediaAlpha (MAX) report earnings?
MediaAlpha (MAX) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
    What is MediaAlpha (MAX) earnings time?
    MediaAlpha (MAX) earnings time is at Feb 19, 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 MAX EPS forecast?
          MAX EPS forecast for the fiscal quarter 2025 (Q4) is 0.24.
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