Marchex (MCHX)
NASDAQ:MCHX
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0Last Year’s EPS
-0.04Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously optimistic outlook: near-term results showed a modest sequential revenue decline and a slight cash decrease driven largely by platform migration, but management completed the migration, reported early commercial traction for new AI-driven bundled solutions (including initial orders and trials), outlined concrete adjusted EBITDA and revenue growth targets for 2026 (including a ~10% run-rate growth target and 10%+ margin goal), and highlighted a potentially transformative Archenia acquisition that could expand annualized run rate to ~$60M with projected 15%–20% growth in 2026 if closed. Execution risks remain (migration dilution effects, acquisition contingencies, customer concentration and currently flat bookings), but the balance of forward-looking strategic progress and clear targets leads management to a positive near-to-medium term outlook.Company Guidance
Completed Platform Migration
Primary completion of the technology platform migration by year-end 2025, migrating ~1,000 customers to the new Marchex Engage platform, positioning the company to leverage new AI capabilities and accelerate product delivery.
Q4 Revenue and Sequential Guidance
Q4 2025 revenue of $10.8M with guidance that Q1 2026 revenue is expected to be at Q4 levels and management forecasting sequential quarterly revenue increases through 2026 and a ~10% run-rate growth from 2025 year-end during the year.
Initial Commercial Traction for Combined Solutions
Early joint sales with Archenia-backed solutions (conversational AI agents, AI-verified outcomes) produced multiple orders from the installed base and ongoing trials, indicating initial customer adoption in Auto Services and Home Services verticals.
Potential Strategic Acquisition Upside
Agreement in Principle to acquire Archenia could create a combined revenue run rate of approximately $15M quarterly (~$60M annualized) with projected growth of 15%–20% in 2026 if consummated, expanding addressable market via bundled insights-actions-outcomes offerings.
Improving Profitability Targets
Management expects adjusted EBITDA of $500K+ in Q1 2026, >$1M in Q2 2026, and adjusted EBITDA margins trending to 10%+ in 2026 as revenue grows and operating efficiencies from realignment persist.
Operational Efficiencies and Lower Cost Structure
Noted operating expenditure efficiencies from organizational realignment and completed technology initiatives, with management indicating gross profit margins can continue to improve over time due to a lower overall cost structure.
Concentrated Customer Base with Upsell Opportunity
Top 50 customers represent ~80% of revenue; management believes a large portion of the installed base is targetable for new bundled AI capabilities and reiterates a longer-term $100M revenue opportunity that it now views as more tangible.
Investor Relations and Capital Actions
Hired PondelWilkinson for IR to reintroduce the story to investors and continues to have an authorized $3M share buyback program to consider alongside other capital allocation options.
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 |
|---|---|---|---|
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% |
May 13, 2025 | $1.45 | $1.50 | +3.45% |
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 May 07, 2026, After Close (Confirmed).
What is Marchex (MCHX) earnings time?
Marchex (MCHX) earnings time is at May 07, 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 (Q1) is 0.