QuinStreet (QNST) Q2 2026 Earnings Call Transcript

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Feb. 5, 2026 astatine 5 p.m. ET

• Chief Executive Officer — Doug Valenti

• Chief Financial Officer — Gregory Wong

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Doug Valenti: Thank you, Rob. Welcome, everyone. Fiscal Q2 was different productive and palmy quarter. We exceeded our outlook for some gross and adjusted EBITDA. And adjacent much importantly, we proceed to marque bully advancement connected needle-moving initiatives crossed the business. We spot the setup for continued semipermanent gross maturation and borderline show arsenic amended than ever. Auto security request remained beardown again successful fiscal Q2, with sequential show besting humanities seasonality trends. We proceed to expect further important maturation successful car security gross and borderline successful coming quarters and years owed to beardown lawsuit and marketplace fundamentals, and to our rapidly expanding merchandise marketplace and media footprints.

Home services proceed to turn astatine double-digit rates and is present moving astatine adjacent to $300 cardinal per twelvemonth successful revenue, betwixt $400 cardinal and $500 cardinal per twelvemonth with the summation of Homebody. Our outlook for that business, what we judge to beryllium our largest addressable market, remains powerfully affirmative abbreviated and agelong term. I conscionable mentioned Homebody. Subsequent to 4th end, and arsenic antecedently announced, we completed the acquisition of Homebody, adding unsocial caller merchandise media and clients to location services. Homebody has mastered the exertion and execution of auction-driven exclusive leads, a merchandise successful precocious request by ample segments of the location services lawsuit marketplace and 1 that we did not yet have.

Also, their absorption and occurrence gathering large standard campaigns successful societal and autochthonal channels brings immense caller sources of media helping america conscionable fast-growing lawsuit demand. We expect Homebody to widen our agelong past of palmy M&A. Most recently, that past includes Modernize Home Services and Aquavita Media. Modernize is present the halfway concern of our location services lawsuit vertical, wherever our gross has grown astir 150% since the acquisition successful 2020. Aquavita Media is present our halfway societal autochthonal and show media platform. Those channels person grown astir 300% successful gross conscionable since the acquisition successful 2024. We were adjacent much excited astir the imaginable for Homebody than we were astir these highly palmy transactions.

Our full addressable marketplace accidental is tremendous and growing. And we proceed to deliberately, contiguously, and successfully grow our footprint. We inactive estimation that we are little than 10% penetrated successful our existent addressable marketplace footprint. We are besides focused connected continuing to accommodate aggressively and successfully to changes successful our markets and ecosystem. Most prominently, our advancement applying AI crossed the concern and thriving successful a much AI-driven ecosystem has already been strong, and we are continuing to summation those efforts. We expect AI to pb to accrued opportunities successful our already large and fast-growing markets.