Marchex (MCHX)
NASDAQ:MCHX
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.02Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes a clear strategic pivot toward AI-driven bundled solutions, early customer validation, improved adjusted EBITDA guidance, and potential transformative upside from the Archenia acquisition. Offsetting items include a modest sequential revenue decline in Q1, a cash reduction from one-time payroll/severance, revenue impacts from platform migration, and execution/transaction risks tied to concentration in the top 100 customers and the pending acquisition. Overall, management presented stronger near-term profitability guidance and encouraging early adoption signals that outweigh the operational headwinds described.Company Guidance
Strategic AI Inflection Point
Management states the company is at a positive inflection point driven by AI: evolving from analytics to bundled AI-powered solutions that combine insights, automated actions and verifiable outcomes, positioning Marchex as an AI beneficiary leveraging first-party data and vertical expertise.
Initial Product Adoption with Archenia Capabilities
Marchex and Archenia have jointly developed AI-verified outcomes and conversational AI agents. Management reported presentations to ~33% of top 100 customers and ~50% of those presented (roughly 16% of the top 100) have purchased one or more products on a recurring or paid pilot basis, with management seeing encouraging early adoption and potential for meaningful upsells.
Q1 Revenue and Near-Term Guidance
Q1 2026 revenue was $10.6M (vs. $10.8M in Q4 2025). Management expects sequential revenue increases in Q2 and further acceleration into Q3, and anticipates full-year 2026 run-rate revenue growth of about 10% from 2025 year-end levels.
Improved Adjusted EBITDA Guidance
Adjusted EBITDA guidance increased: Q2 now expected at $1.6M–$1.8M (up from prior guidance of >$1M). Q3 standalone adjusted EBITDA potentially ~ $2M; if Archenia closes by Q3, combined company could see Q3 adjusted EBITDA of ~ $2.5M (annualized run rate ~$10M).
Combined Revenue Run-Rate and Growth Opportunity
Management projects potential combined company revenue run-rates of ~$15M quarterly (~$60M annualized) with projected growth of 15%–20% during 2026 if the Archenia transaction is consummated, and management cites a long-term target of materially expanding addressable market (they reference a $100M revenue opportunity).
Operational Efficiency and OpEx Improvements
Company reported efficiencies from organizational realignment and completion of platform initiatives in 2025, lowering recurring cost structure and enabling potential future operating and financial leverage; management cited expected OpEx reduction in the '5%+' range versus Q1 levels contributing to Q2 EBITDA improvement.
Margin and Rule of 30–40 Trajectory
Management expects adjusted EBITDA margins to trend to 10% or more in 2026 and suggests the combined company could achieve a 'Rule of 30 to 40' profile (revenue growth + adjusted EBITDA margin) if projected growth and margin improvements occur.
Balance Sheet and Capital Flexibility
Despite a modest cash decline, management highlighted low CapEx business model, tax shields, an existing $3M share buyback authorization and flexibility to evaluate capital allocation (buybacks, special dividends, etc.) as cash generation improves.
MCHX 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
MCHX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $1.60 | $1.62 | +1.25% |
Mar 25, 2026 | $1.49 | $1.42 | -4.70% |
Nov 13, 2025 | $1.54 | $1.58 | +2.60% |
Aug 12, 2025 | $2.03 | $1.81 | -11.03% |
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 Marchex (MCHX) report earnings?
Marchex (MCHX) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Marchex (MCHX) earnings time?
Marchex (MCHX) earnings time is at Jul 30, 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 MCHX EPS forecast?
MCHX EPS forecast for the fiscal quarter 2026 (Q2) is 0.02.