Q4 2025 Fluent Inc Earnings Call Transcript
Key Points
- Fluent Inc (FLNT) achieved significant growth in its Commerce Media Solutions, with revenue doubling year-over-year and contributing 56% of total Q4 revenue.
- The company reported a 31% increase in revenue for Q4 2025 compared to Q3 2025, reaching $61.8 million.
- Media margin improved by 49% in Q4 2025 compared to Q3 2025, indicating better operational efficiency.
- Fluent Inc (FLNT) successfully expanded its partnerships, adding new commerce partners and launching Rebuy Monetize powered by Fluent on the Shopify platform.
- The company strengthened its balance sheet by raising over $19 million in equity capital and entering a new financing agreement, enhancing financial flexibility.
- Despite the growth in Commerce Media Solutions, Fluent Inc (FLNT) reported a net loss of $4.1 million in Q4 2025, an increase from the $3.4 million loss in Q4 2024.
- Full-year 2025 revenue declined by 18% compared to 2024, reflecting the transition away from legacy revenue streams.
- The company experienced a decrease in gross profit by 15.8% year-over-year, indicating challenges in maintaining profitability.
- Fluent Inc (FLNT) revised its adjusted EBITDA target for 2026, indicating it no longer expects to be adjusted EBITDA-positive for the year.
- The sale of the Call Solutions business and the focus on Commerce Media Solutions suggest potential risks in over-reliance on a single business segment.
Good afternoon and welcome. Thank you for joining us to discuss Fluent's fourth-quarter and year-end 2025 earnings results.
With me today are Fluent's Chief Executive Officer, Don Patrick; Chief Financial Officer, Ryan Perfit; and Chief Strategy Officer, Ryan Schulke.
Our call today will begin with comments from Don and Ryan Perfit, followed by a question-and-answer session.
I would like to remind you that this call is being webcast live and recorded.
Additionally, there is a slide presentation that accompanies today's remarks, which can be accessed via the webcast and is also available on Fluent's website. A replay of the event will also be made available, following the call on Fluent's website. To access the webcast and slide presentation, please visit the Investor Relations page at www.fluentco.com.
Before we begin, I would like to advise listeners that certain information discussed by management during this conference call will contain forward-looking statements covered under the Safe
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