Q4 2025 Fathom Holdings Inc Earnings Call Transcript
Key Points
- Fathom Holdings Inc (FTHM) reported a 25% year-over-year revenue growth for the full year 2025, reaching $420 million.
- The company's gross profit increased by 20.8% to $34.2 million in 2025, driven by the addition of My Home Group and strong agent recruitment.
- Fathom Holdings Inc (FTHM) expanded its ancillary businesses, with the Mortgage segment seeing a 70% revenue increase in Q4 2025 compared to Q4 2024.
- The Title business also performed well, with a 38% revenue growth in Q4 2025 compared to the same period in 2024.
- The company introduced new programs like Elevate and START, which are expected to significantly contribute to transaction volume and gross profit margins in the coming years.
- Fathom Holdings Inc (FTHM) experienced a 1.2% decrease in Q4 2025 revenue compared to Q4 2024, primarily due to a 3.2% decline in Brokerage revenue.
- The company reported a GAAP net loss of $6.7 million for Q4 2025, an increase from the $6.2 million loss in Q4 2024.
- Transaction volumes decreased by 14.2% in Q4 2025 compared to the same period in 2024, reflecting ongoing challenges in the housing market.
- The adjusted EBITDA loss for the Brokerage division was approximately $200,000 in Q4 2025, down from an income of $40,000 in Q4 2024.
- Fathom Holdings Inc (FTHM) faced a decrease in agent licenses by 1.2% at the end of Q4 2025 compared to the previous year, due to market softness and a focus on improving agent productivity.
Good afternoon, and welcome to Fathom Holdings fourth-quarter and full-year 2025 conference call. Joining us today are the company's CEO, Marco Fregenal; and Senior Vice President of Finance, Daniel Weinmann. (Operator Instructions) Please note this conference is being recorded.
Before I turn it over to management, I want to remind listeners that today's call may include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are subject to numerous conditions, many of which are beyond the company's control, including those outlined in the Risk Factors section of the company's Form 10-K for the year ended December 31, 2025, and other company filings made with the SEC. Copies of which are available on the SEC's website at www.sec.gov.
As a result of those forward-looking statements, actual results could differ materially. Fathom undertakes no obligation to update any forward-looking statement after today's call, except as required by law.
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