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MediaAlpha (MAX)
NYSE:MAX
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.16Last Year’s EPS
-0.02Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 24, 2025
|% Change Since: -18.58%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong financial performance and growth in the P&C insurance vertical, with positive expectations for future growth. However, challenges in the health insurance vertical and an ongoing FTC investigation present significant concerns. Overall, the company's achievements are tempered by these challenges.Company Guidance
In the MediaAlpha, Inc. earnings call for the fourth quarter and full year of 2024, the company provided financial guidance for the first quarter of 2025, highlighting several key metrics. The company expects Q1 transaction value to range between $415 million and $440 million, marking a year-over-year increase of 95% at the midpoint. Revenue is projected to be between $225 million and $245 million, an 86% increase year-over-year at the midpoint. Adjusted EBITDA is anticipated to fall between $24.5 million and $26.5 million, reflecting a 77% increase at the midpoint compared to the previous year. The company also expects overhead to rise by approximately $500,000 to $1 million due to selective headcount additions to support growth. Additionally, they reported strong performance in 2024, with transaction value growing over 150% and adjusted EBITDA increasing by more than 200% year-over-year. Looking forward, the P&C transaction value is expected to grow by approximately 170% year-over-year in Q1, albeit with a high single-digit sequential decline, while the health vertical is expected to face a high-teens percentage decline year-over-year.Exceptional Financial Performance
Transaction value grew by more than 150% and adjusted EBITDA grew by over 200% year-over-year in 2024. The company delivered record fourth-quarter results across all key performance metrics.
Strength in P&C Insurance Vertical
P&C transaction value was up sequentially and above normal seasonality due to higher year-over-year pricing and volumes. P&C transaction value is expected to grow approximately 170% year-over-year in Q1 2025.
Positive Long-term Outlook for Medicare Advantage
Despite near-term pressures, the Medicare Advantage market, a several $100 billion industry, is at a nascent stage of online advertising adoption, presenting a significant long-term growth opportunity.
Deleveraging and Strong Cash Position
The company ended the quarter with $43 million of cash and a net debt to 2024 adjusted EBITDA of less than 1.3 times, indicating solid progress in deleveraging.
Guidance for Q1 2025
Q1 transaction value is expected to be between $415 million and $440 million, revenue between $225 million and $245 million, and adjusted EBITDA between $24.5 million and $26.5 million, all showing significant year-over-year growth.
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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 |
|---|---|---|---|
| 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% |
| May 01, 2024 | $21.06 | $22.08 | +4.84% |
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 May 01, 2025, TBA Not Confirmed.
What is MediaAlpha (MAX) earnings time?
MediaAlpha (MAX) earnings time is at May 01, 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 (Q1) is 0.16.
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