QuinStreet Inc (NAS:QNST)

Q1 2026 QuinStreet Inc Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $13.87 (-6.91%)

Transcript 10-Q8-K

Key Points

Positve

QuinStreet Inc (QNST) delivered record revenue and exceeded its outlook for both revenue and adjusted EBITDA.
Auto insurance demand remained strong, contributing to significant growth in revenue and margin.
Home services continued to grow at double-digit rates, reaching a record $78.4 million in Q1 revenue.
The company is investing in new media capacity and expanding its product and market footprint to drive future growth.
QuinStreet Inc (QNST) announced a new $40 million share repurchase program, reflecting confidence in its long-term business outlook.

Negative

Financial services client vertical, representing 73% of Q1 revenue, declined 2% year over year.
Non-insurance financial services, including personal loans and credit cards, declined 10% year over year.
Uncertainty about tariffs and their impact on claims costs is delaying a significant increase in carrier marketing spend.
The December quarter typically experiences a sequential decline due to reduced client staffing and budgets during the holidays.
The company faces competitive pressures in the auto insurance market due to increased demand and scarce media.

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

QNST.OQ - Quinstreet Inc
Q1 2026 QuinStreet Inc Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to Queen Street's fiscal first quarter 2026 financial results conference call. Today's conference is being recorded. Following prepared remarks, there will be a question-and-answer session. Should you wish to ask a question during this time, you may press 1. Should you require any operator assistance, please press 0. At this time I would like to turn the conference call over to Vice President of Investor Relations and Finance, Robert Ampero. Mr. Ampero, you may begin.

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Unidentified_2 [2]
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Thank you, operator, and thank you everyone for joining us

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