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MediaAlpha (MAX)
NYSE:MAX
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 0.00%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected strong financial performance with record results and significant growth in the P&C vertical, contributing to a positive outlook. However, challenges such as the increased FTC reserve, decline in the health insurance vertical, and potential impacts of automotive tariffs were notable concerns.Company Guidance
During the MediaAlpha First Quarter 2025 Earnings Conference Call, guidance for the second quarter of 2025 was provided, indicating strong continued performance, particularly in the P&C (Property and Casualty) insurance vertical. The company expects P&C transaction value to grow between 65% and 75% year-over-year, while the health vertical is anticipated to decline by 25% to 30% due to a strategic focus shift towards Medicare Advantage. For the second quarter, consolidated transaction value is projected to be between $470 million and $495 million, representing a 50% year-over-year increase at the midpoint. Revenue is estimated to range from $235 million to $255 million, with an adjusted EBITDA forecasted at $25 million to $27 million, reflecting a 39% increase at the midpoint. MediaAlpha also highlighted strong cash flow generation and a net debt-to-adjusted EBITDA ratio of less than one times, reinforcing their optimistic near-term outlook despite potential challenges like automotive tariffs.Record First Quarter Financial Results
Delivered record first quarter financial results that exceeded guidance across key performance metrics, driven by a 116% year-over-year increase in transaction value to $473 million.
P&C Insurance Vertical Growth
Achieved 200% year-over-year growth in the P&C vertical, with transaction value surpassing expectations due to increased marketing investments by several carriers.
Adjusted EBITDA Growth
Adjusted EBITDA doubled year-over-year to $29.4 million, representing an increase from 52% to 67% of contribution.
Strong Cash Flow and Deleveraging
Achieved $20 million in cash flow, ending the quarter with approximately $64 million in cash and a net debt-to-adjusted EBITDA ratio of less than one times.
Positive Outlook for P&C Transaction Value
Projected P&C transaction value to grow approximately 65% to 75% year-over-year in Q2 2025.
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MAX 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
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MAX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | $8.40 | $9.59 | +14.17% |
| Feb 24, 2025 | $11.41 | $9.30 | -18.49% |
| Oct 30, 2024 | $20.73 | $17.13 | -17.37% |
| Jul 31, 2024 | $14.67 | $16.59 | +13.09% |
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.
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FAQ
When does MediaAlpha (MAX) report earnings?
MediaAlpha (MAX) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is MediaAlpha (MAX) earnings time?
MediaAlpha (MAX) earnings time is at Jul 30, 2025, TBA Not 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 (Q2) is 0.15.
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