EverCommerce Inc (NAS:EVCM)

Q2 2026 EverCommerce Inc Earnings Call Transcript

Aug 5, 2026 / 09:00 PM GMT

Release Date Price: $11.85 (-1.00%)

Transcript 10-Q8-K

Key Points

Positve

Adjusted EBITDA of $44.5 million exceeded the top end of guidance, with a margin of 29.3%.
Multi-solution customer adoption grew 26% year-over-year, with 140,000 customers actively using more than one solution.
Top 6 solutions saw TPV growth of 16.4% year-over-year, now representing 36% of total TPV.
Strong cash flow generation: adjusted unlevered free cash flow of $115.4 million over the last 12 months.
Healthy balance sheet with net leverage of 2.2x and $133 million in cash, providing financial flexibility.
Customer retention improved in Q2, with multi-solution customers generating NRR above 100%.
New CEO Alex Gore brings fresh perspective and a focus on leveraging technology to accelerate growth.

Negative

Full-year 2026 guidance now expected to trend toward the lower end of the range due to slower new customer acquisition.
Net revenue retention declined to 94%, impacted by declining third-party partner revenue in legacy payments.
Adjusted operating expenses increased as a percentage of revenue due to growth investments and acquisition costs.
Organic customer acquisition faced headwinds from evolving AI-driven search behavior, particularly in Ever Pro.
Legacy payments business continues to generate lower growth, requiring ongoing investment to maintain cash flow.
CEO transition introduces uncertainty, with new leadership still in early stages of assessing strategic priorities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EVCM.OQ - EverCommerce Inc
Q2 2026 EverCommerce Inc Earnings Call
Aug 05, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to EverCommerce's second quarter 2026 earnings call.

My name is Carmen and I will be your operator for today, at this time, all participants are in a listen-only mode after the speaker's presentation, there will be a question-and-answer session to ask a question, you will need to press 11 on your telephone, you will then hear a message advising your hand is raised to withdraw your question.

Simply press 11 again.

As a reminder, this call is 1,026, and I would now like to turn the conference over to Ryan Sherick, Chief Financial Officer for Evercommerce.

Please go ahead.

Good afternoon and thank you for joining.

Joining me on today's call is Eric

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