Fluent (FLNT)
NASDAQ:FLNT
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.24Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights a clear and accelerating strategic shift toward Commerce Media, with strong top-line growth (Commerce Media +104% YoY), improving media margins, meaningful new partnerships and improved operating cash flow and net-debt reduction. However, the company is still in transition: consolidated revenue declined (largely due to divestiture), owned & operated revenue contracted sharply (-49% YoY), consolidated gross profit is down, adjusted EBITDA remains negative and Q1 is seasonally weak. Management is confident in mid-year acceleration and margin recovery as incentives roll off and adjacencies scale, but results depend on execution and second-half seasonality. Overall, the positives around Commerce Media traction and cash/debt improvements are balanced by ongoing profitability and structural challenges in the owned & operated business.Company Guidance
OpEx Discipline and Lower Operating Expense Run-Rate
Total operating expense declined to $12.3M in Q1 2026 from $16.1M in Q1 2025. Management cites a $2.4M noncash gain from the Call Solutions divestiture plus ~$1.4M of other operating expense reductions reflecting active cost discipline.
Strategic Business Mix Transformation
Company has intentionally repositioned its owned & operated marketplaces as an enabler of Commerce Media; Commerce Media has moved from ~10% of revenue a year after launch (Q1 2024) to a majority of revenue (58% in Q1 2026). Management reiterates guidance for double-digit consolidated revenue growth on continuing businesses and improved adjusted EBITDA in 2026 driven by Commerce Media acceleration.
Commerce Media Revenue Surge
Commerce Media Solutions revenue of $25.9M in Q1 2026, up 104% year-over-year; Commerce Media now represents 58% of consolidated revenue (up from 23% in Q1 2025) and marks the ninth consecutive quarter of double- to triple-digit growth. Management reports an annualized Commerce Media revenue run rate of ~$110M.
Strong Commerce Media Profitability and Media Margin Expansion
Commerce Media gross profit was $5.0M in Q1 2026, up 78% year-over-year. Commerce Media media margin was $7.7M (30% of Commerce Media revenue). Total media margin was $14.0M (31% of consolidated revenue), up versus $13.7M or 25% in the prior year period.
New Strategic Partnerships and Vertical Expansion
Company added Wyndham Hotels and Squire (barbershop booking platform) during Q1, validating expansion beyond retail into travel and marketplace verticals; management is piloting adjacent Commerce Media solutions (ticketing, grocery, travel) to broaden addressable market and reduce seasonality.
Improved Operating Cash Flow and Debt Reduction
Operating cash flow was positive $5.1M in Q1 2026 versus $2.1M in Q1 2025 (a $3.0M improvement). Accounts receivable declined to $31.8M (from $46.7M year-end), enabling a $6.3M paydown on the revolving facility and reducing net debt to $23.5M from $30.8M at year-end. Interest expense declined 31% to $605K.
FLNT 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
FLNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $2.62 | $2.96 | +12.98% |
Mar 09, 2026 | $3.54 | $3.41 | -3.67% |
Nov 13, 2025 | $2.02 | $1.92 | -4.95% |
Aug 19, 2025 | $2.28 | $1.99 | -12.72% |
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 Fluent (FLNT) report earnings?
Fluent (FLNT) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Fluent (FLNT) earnings time?
Fluent (FLNT) earnings time is at Aug 11, 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 FLNT EPS forecast?
FLNT EPS forecast for the fiscal quarter 2026 (Q2) is -0.15.