NerdWallet, Inc. Class A (DE:6OI)
FRANKFURT:6OI
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive near-term picture driven by strong revenue growth, substantial improvement in non-GAAP operating income, meaningful free cash flow generation, and opportunistic capital returns (share repurchases). These positives were tempered by material and persistent organic search headwinds that drove declines in credit card and SMB revenues, increased reliance on performance marketing (and related margin pressure), and caution around the sustainability of banking growth as interest rates fall. Management emphasized NGOI dollar growth and strategic investments (including AI and vertical integration) while acknowledging channel mix risks and regulatory constraints related to LLM integration.Company Guidance
Quarterly Revenue Beat
Q4 revenue of $225 million, up 23% year-over-year, exceeded guidance.
Full-Year Revenue Growth
Full-year 2025 revenue of $837 million, up 22% year-over-year.
Strong Non-GAAP Profitability Improvement
Q4 non-GAAP operating income (NGOI) of $25 million, up 47% year-over-year; full-year NGOI of $96 million, up over 100% year-over-year, with NGOI margin expanding to 11% from 7% in 2024.
Free Cash Flow and Balance Sheet
Trailing 12 months adjusted free cash flow increased to $118 million and year-end cash balance was $98 million.
Share Repurchases
Completed $51 million of share repurchases in Q4, reflecting confidence in long-term prospects.
Performance Marketing Momentum
Revenue outperformance driven by growth in performance marketing and nonsearch referral channels, which more than offset declines in organic search.
Consumer Vertical Strength
Consumer verticals grew 28% in Q4 and 27% for the full year to $737 million; notable drivers included insurance (+13% YoY in Q4) and lending (+141% YoY overall, with personal loans +264% YoY and double-digit growth in mortgages and other loans). Emerging Verticals grew 57% YoY, driven by banking.
Reporting Simplification and Historical Restatement
Announced simplification of revenue reporting from 5 categories to 2 (consumer and SMB) with historical data restated to facilitate comparisons.
Guidance Provided
Q1 2026 revenue guidance of $224M–$232M (up ~9% YoY at midpoint); Q1 NGOI guidance of $28M–$32M; full-year NGOI expected between $95M and $110M.
Operational and AI Initiatives
Company is broadly leveraging AI internally for efficiency and consumer-facing improvements; management reports LLM-based referral traffic appears incremental with higher and growing conversion rates.
DE:6OI 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
DE:6OI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | €8.70 | €9.35 | +7.47% |
Nov 06, 2025 | €10.30 | €11.70 | +13.59% |
Aug 07, 2025 | €9.50 | €7.80 | -17.89% |
May 06, 2025 | €7.45 | €9.55 | +28.19% |
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 NerdWallet, Inc. Class A (DE:6OI) report earnings?
NerdWallet, Inc. Class A (DE:6OI) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is NerdWallet, Inc. Class A (DE:6OI) earnings time?
NerdWallet, Inc. Class A (DE:6OI) earnings time is at May 05, 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 the P/E ratio of NerdWallet, Inc. Class A stock?
The P/E ratio of NerdWallet, Inc. Class A is N/A.
What is DE:6OI EPS forecast?
DE:6OI EPS forecast for the fiscal quarter 2026 (Q1) is 0.24.
