Latest news with #QuinStreet
Yahoo
06-06-2025
- Business
- Yahoo
Q1 Earnings Outperformers: QuinStreet (NASDAQ:QNST) And The Rest Of The Advertising & Marketing Services Stocks
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let's have a look at QuinStreet (NASDAQ:QNST) and its peers. The sector is on the precipice of both disruption and growth as AI, programmatic advertising, and data-driven marketing reshape how things are done. For example, the advent of the Internet broadly and programmatic advertising specifically means that brand building is not a relationship business anymore but instead one based on data and technology, which could hurt traditional ad agencies. On the other hand, the companies in the sector that beef up their tech chops by automating the buying of ad inventory or facilitating omnichannel marketing, for example, stand to benefit. With or without advances in digitization and AI, the sector is still highly levered to the macro, and economic uncertainty may lead to fluctuating ad spend, particularly in cyclical industries. The 7 advertising & marketing services stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 1.4% while next quarter's revenue guidance was 0.8% below. In light of this news, share prices of the companies have held steady as they are up 3.7% on average since the latest earnings results. Founded during the dot-com era in 1999 and specializing in high-intent consumer traffic, QuinStreet (NASDAQ:QNST) operates digital performance marketplaces that connect clients in financial and home services with consumers actively searching for their products. QuinStreet reported revenues of $269.8 million, up 60.1% year on year. This print was in line with analysts' expectations, but overall, it was a mixed quarter for the company with a decent beat of analysts' EPS estimates. 'We delivered strong results again in the March quarter, our fiscal Q3, growing revenue 60% year-over-year, and adjusted EBITDA 145%,' commented Doug Valenti, CEO of QuinStreet. QuinStreet pulled off the fastest revenue growth of the whole group. Still, the market seems discontent with the results. The stock is down 0.6% since reporting and currently trades at $15.75. Is now the time to buy QuinStreet? Access our full analysis of the earnings results here, it's free. Operating across the United States, Liberty Broadband (NASDAQ:LBRDK) is a provider of high-speed internet, cable television, and telecommunications services across various markets. Liberty Broadband reported revenues of $266 million, up 8.6% year on year, outperforming analysts' expectations by 7.2%. The business had an incredible quarter. Liberty Broadband delivered the biggest analyst estimates beat among its peers. However, the results were likely priced into the stock as it's traded sideways since reporting. Shares currently sit at $93.01. Is now the time to buy Liberty Broadband? Access our full analysis of the earnings results here, it's free. With a vast network of creative agencies that helped craft some of the most memorable ad campaigns in history, Omnicom Group (NYSE:OMC) is a strategic holding company that provides advertising, marketing, and communications services to many of the world's largest companies. Omnicom Group reported revenues of $3.69 billion, up 1.6% year on year, falling short of analysts' expectations by 0.6%. It was a mixed quarter as it posted a decent beat of analysts' EPS estimates but organic revenue in line with analysts' estimates. As expected, the stock is down 8.7% since the results and currently trades at $70.22. Read our full analysis of Omnicom Group's results here. Born from the 2020 merger of Rubicon Project and Telaria, Magnite (NASDAQ:MGNI) operates the world's largest independent sell-side advertising platform that automates the buying and selling of digital advertising inventory across all channels and formats. Magnite reported revenues of $155.8 million, up 4.3% year on year. This print came in 2.6% below analysts' expectations. In spite of that, it was a satisfactory quarter as it put up an impressive beat of analysts' EPS estimates. Magnite had the weakest performance against analyst estimates among its peers. The stock is up 40.9% since reporting and currently trades at $17.56. Read our full, actionable report on Magnite here, it's free. With a history dating back to 1902 and roots in the McCann-Erickson agency, Interpublic Group (NYSE:IPG) is a marketing and communications holding company that owns agencies specializing in advertising, media buying, public relations, and digital marketing services. Interpublic Group reported revenues of $2.00 billion, down 8.5% year on year. This result was in line with analysts' expectations. Overall, it was a very strong quarter as it also recorded a solid beat of analysts' EPS estimates and a narrow beat of analysts' organic revenue estimates. Interpublic Group had the slowest revenue growth among its peers. The stock is down 1.8% since reporting and currently trades at $23.51. Read our full, actionable report on Interpublic Group here, it's free. In response to the Fed's rate hikes in 2022 and 2023, inflation has been gradually trending down from its post-pandemic peak, trending closer to the Fed's 2% target. Despite higher borrowing costs, the economy has avoided flashing recessionary signals. This is the much-desired soft landing that many investors hoped for. The recent rate cuts (0.5% in September and 0.25% in November 2024) have bolstered the stock market, making 2024 a strong year for equities. Donald Trump's presidential win in November sparked additional market gains, sending indices to record highs in the days following his victory. However, debates continue over possible tariffs and corporate tax adjustments, raising questions about economic stability in 2025. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Sign in to access your portfolio
Business Wire
12-05-2025
- Business
- Business Wire
QuinStreet to Participate at Upcoming Investor Conferences
FOSTER CITY, Calif.--(BUSINESS WIRE)--QuinStreet, Inc. (Nasdaq: QNST), a leader in performance marketplaces and technologies for the financial services and home services industries, today announced that management will participate at the following investor conferences: 20 th Annual Needham Technology, Media, & Consumer Conference Date: May 13 Location: Intercontinental New York Times Square Hotel B. Riley Securities 25 th Annual Institutional Investor Conference Date: May 21-22 Location: Ritz Carlton, Marina del Rey Craig Hallum 22 nd Annual Institutional Investor Conference Date: May 28 Location: Depot Renaissance Hotel Minneapolis 19 th Annual Barrington Research Virtual Spring Investment Conference Date: May 29 Location: Virtual 15 th Annual East Coast Ideas Conference Date: June 11 Location: The Westin New York at Times Square BMO 2025 Insurance Summit Date: June 12 Location: Lotte New York Palace The Company looks forward to discussing the details of its performance momentum, market opportunity, and business model with investors. About QuinStreet QuinStreet, Inc. (Nasdaq: QNST) is a leader in performance marketplaces and technologies for the financial services and home services industries. QuinStreet is a pioneer in delivering online marketplace solutions to match searchers with brands in digital media, and is committed to providing consumers with the information and tools they need to research, find and select the products and brands that meet their needs.
Yahoo
08-05-2025
- Business
- Yahoo
QuinStreet (NASDAQ:QNST) Posts Q1 Sales In Line With Estimates But Stock Drops
As you can see below, QuinStreet's sales grew at an incredible 15.8% compounded annual growth rate over the last five years. This is a great starting point for our analysis because it shows QuinStreet's demand was higher than many business services companies. With $1.03 billion in revenue over the past 12 months, QuinStreet is a small player in the business services space, which sometimes brings disadvantages compared to larger competitors benefiting from economies of scale and numerous distribution channels. On the bright side, it can grow faster because it has more room to expand. Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Founded during the dot-com era in 1999 and specializing in high-intent consumer traffic, QuinStreet (NASDAQ:QNST) operates digital performance marketplaces that connect clients in financial and home services with consumers actively searching for their products. 'Turning to our outlook, we are maintaining our full fiscal year 2025 outlook as we move into the June quarter, our fiscal Q4. Full fiscal year revenue is expected to be between $1.065 and $1.105 billion, implying revenue growth of at least 18% year-over-year in fiscal Q4. Full fiscal year adjusted EBITDA is expected to be between $80 and $85 million, implying adjusted EBITDA growth of at least 89% year-over-year in fiscal Q4. The implied outlook range for fiscal Q4 is wider than our usual outlook range, reflecting our view that tariffs and tariff-related uncertainties introduce risk and potential volatility to client spending .' Is now the time to buy QuinStreet? Find out in our full research report . Performance marketing company QuinStreet (NASDAQ:QNST) met Wall Street's revenue expectations in Q1 CY2025, with sales up 60.1% year on year to $269.8 million. Its non-GAAP profit of $0.21 per share was in line with analysts' consensus estimates. Story Continues QuinStreet Quarterly Revenue We at StockStory place the most emphasis on long-term growth, but within business services, a half-decade historical view may miss recent innovations or disruptive industry trends. QuinStreet's annualized revenue growth of 31.4% over the last two years is above its five-year trend, suggesting its demand was strong and recently accelerated. QuinStreet Year-On-Year Revenue Growth This quarter, QuinStreet's year-on-year revenue growth of 60.1% was magnificent, and its $269.8 million of revenue was in line with Wall Street's estimates. Looking ahead, sell-side analysts expect revenue to grow 11.8% over the next 12 months, a deceleration versus the last two years. Still, this projection is commendable and suggests the market sees success for its products and services. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) stock benefiting from the rise of AI. Click here to access our free report one of our favorites growth stories. Operating Margin Operating margin is one of the best measures of profitability because it tells us how much money a company takes home after subtracting all core expenses, like marketing and R&D. Although QuinStreet was profitable this quarter from an operational perspective, it's generally struggled over a longer time period. Its expensive cost structure has contributed to an average operating margin of negative 1.2% over the last five years. Unprofitable business services companies require extra attention because they could get caught swimming naked when the tide goes out. Looking at the trend in its profitability, QuinStreet's operating margin decreased by 1.4 percentage points over the last five years. This raises questions about the company's expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. QuinStreet's performance was poor no matter how you look at it - it shows that costs were rising and it couldn't pass them onto its customers. QuinStreet Trailing 12-Month Operating Margin (GAAP) In Q1, QuinStreet generated an operating profit margin of 1.8%, up 5 percentage points year on year. This increase was a welcome development and shows it was more efficient. Earnings Per Share We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company's growth is profitable. QuinStreet's EPS grew at a decent 8% compounded annual growth rate over the last five years. However, this performance was lower than its 15.8% annualized revenue growth, telling us the company became less profitable on a per-share basis as it expanded. QuinStreet Trailing 12-Month EPS (Non-GAAP) Diving into QuinStreet's quality of earnings can give us a better understanding of its performance. As we mentioned earlier, QuinStreet's operating margin improved this quarter but declined by 1.4 percentage points over the last five years. Its share count also grew by 9.8%, meaning the company not only became less efficient with its operating expenses but also diluted its shareholders. QuinStreet Diluted Shares Outstanding In Q1, QuinStreet reported EPS at $0.21, up from $0.06 in the same quarter last year. This print beat analysts' estimates by 3.3%. Over the next 12 months, Wall Street expects QuinStreet's full-year EPS of $0.76 to grow 43.9%. Key Takeaways from QuinStreet's Q1 Results The quarterly results were fine, but the company's comments about increasing uncertainty around the macro and tariffs seems to be spooking the markets. The stock traded down 9.6% to $16.55 immediately following the results. So should you invest in QuinStreet right now? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free.
Yahoo
09-04-2025
- Business
- Yahoo
Q4 Advertising & Marketing Services Earnings Review: First Prize Goes to Liberty Broadband (NASDAQ:LBRDK)
Looking back on advertising & marketing services stocks' Q4 earnings, we examine this quarter's best and worst performers, including Liberty Broadband (NASDAQ:LBRDK) and its peers. The sector is on the precipice of both disruption and growth as AI, programmatic advertising, and data-driven marketing reshape how things are done. For example, the advent of the Internet broadly and programmatic advertising specifically means that brand building is not a relationship business anymore but instead one based on data and technology, which could hurt traditional ad agencies. On the other hand, the companies in the sector that beef up their tech chops by automating the buying of ad inventory or facilitating omnichannel marketing, for example, stand to benefit. With or without advances in digitization and AI, the sector is still highly levered to the macro, and economic uncertainty may lead to fluctuating ad spend, particularly in cyclical industries. The 7 advertising & marketing services stocks we track reported a slower Q4. As a group, revenues beat analysts' consensus estimates by 1% while next quarter's revenue guidance was 62.8% above. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 29.8% since the latest earnings results. Operating across the United States, Liberty Broadband (NASDAQ:LBRDK) is a provider of high-speed internet, cable television, and telecommunications services across various markets. Liberty Broadband reported revenues of $263 million, up 5.2% year on year. This print exceeded analysts' expectations by 4.2%. Overall, it was a stunning quarter for the company with an impressive beat of analysts' EPS estimates. The stock is down 9.8% since reporting and currently trades at $73.25. Is now the time to buy Liberty Broadband? Access our full analysis of the earnings results here, it's free. Founded during the dot-com era in 1999 and specializing in high-intent consumer traffic, QuinStreet (NASDAQ:QNST) operates digital performance marketplaces that connect clients in financial and home services with consumers actively searching for their products. QuinStreet reported revenues of $282.6 million, up 130% year on year, outperforming analysts' expectations by 17.9%. The business had a very strong quarter with full-year revenue guidance exceeding analysts' expectations and a solid beat of analysts' EPS estimates. QuinStreet delivered the biggest analyst estimates beat, fastest revenue growth, and highest full-year guidance raise among its peers. The stock is down 48.3% since reporting. It currently trades at $13.01. Is now the time to buy QuinStreet? Access our full analysis of the earnings results here, it's free. Born from the 2020 merger of Rubicon Project and Telaria, Magnite (NASDAQ:MGNI) operates the world's largest independent sell-side advertising platform that automates the buying and selling of digital advertising inventory across all channels and formats. Magnite reported revenues of $194 million, up 3.8% year on year, falling short of analysts' expectations by 6.1%. It was a disappointing quarter as it posted a significant miss of analysts' EPS estimates. Magnite delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 46.8% since the results and currently trades at $8.97. Read our full analysis of Magnite's results here. Often appearing as those "You May Also Like" or "Recommended For You" boxes at the bottom of news articles, Taboola (NASDAQ:TBLA) operates a digital platform that recommends personalized content to users across publisher websites, helping both publishers monetize their sites and advertisers reach target audiences. Taboola reported revenues of $212.7 million, up 26.2% year on year. This number lagged analysts' expectations by 0.7%. In spite of that, it was a strong quarter as it recorded an impressive beat of analysts' EPS estimates and revenue guidance for next quarter exceeding analysts' expectations. Taboola had the weakest full-year guidance update among its peers. The stock is down 36.4% since reporting and currently trades at $2.36. Read our full, actionable report on Taboola here, it's free. With a vast network of creative agencies that helped craft some of the most memorable ad campaigns in history, Omnicom Group (NYSE:OMC) is a strategic holding company that provides advertising, marketing, and communications services to many of the world's largest companies. Omnicom Group reported revenues of $4.32 billion, up 6.4% year on year. This result was in line with analysts' expectations. More broadly, it was a mixed quarter as its performance in some other areas of the business was disappointing. The stock is down 20.2% since reporting and currently trades at $69.39. Read our full, actionable report on Omnicom Group here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
Yahoo
03-04-2025
- Business
- Yahoo
Investors in QuinStreet (NASDAQ:QNST) have seen stellar returns of 127% over the past five years
It hasn't been the best quarter for QuinStreet, Inc. (NASDAQ:QNST) shareholders, since the share price has fallen 23% in that time. But that scarcely detracts from the really solid long term returns generated by the company over five years. We think most investors would be happy with the 127% return, over that period. We think it's more important to dwell on the long term returns than the short term returns. The more important question is whether the stock is too cheap or too expensive today. So let's assess the underlying fundamentals over the last 5 years and see if they've moved in lock-step with shareholder returns. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. QuinStreet isn't currently profitable, so most analysts would look to revenue growth to get an idea of how fast the underlying business is growing. Generally speaking, companies without profits are expected to grow revenue every year, and at a good clip. That's because it's hard to be confident a company will be sustainable if revenue growth is negligible, and it never makes a profit. In the last 5 years QuinStreet saw its revenue grow at 7.5% per year. That's a pretty good long term growth rate. We'd argue this growth has been reflected in the share price which has climbed at a rate of 18% per year over in that time. Given that the business has made good progress on the top line, it would be worth taking a look at the growth trend. When a growth trend accelerates, be it in revenue or earnings, it can indicate an inflection point for the business, which is can often be an opportunity for investors. You can see below how earnings and revenue have changed over time (discover the exact values by clicking on the image). Balance sheet strength is crucial. It might be well worthwhile taking a look at our free report on how its financial position has changed over time . QuinStreet provided a TSR of 5.8% over the last twelve months. But that was short of the market average. On the bright side, the longer term returns (running at about 18% a year, over half a decade) look better. Maybe the share price is just taking a breather while the business executes on its growth strategy. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Case in point: We've spotted 1 warning sign for QuinStreet you should be aware of. If you are like me, then you will not want to miss this free list of undervalued small caps that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
