Client GrowthThe company noted that it had a record number of carrier clients spending over $1 million per month with the company.
Long-term GuidanceFiscal 2026 guidance of 10% revenue growth and 20% adjusted EBITDA growth were set slightly above consensus.
Market TrendsThe broader trends of increased budgets on digital advertising suggest the company can see improved spend with an increased diversification of client spend.
Revenue GrowthRevenues for the financial services vertical increased by more than 36% to $186.6 million, largely driven by the continued recovery in insurance ad spend.