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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“you're missing some of the best product, Progressive Direct or so on and so forth”
EverQuote cites Progressive Direct as an example of a carrier whose best rates stay off comparison sites, underscoring carriers' protectiveness of direct rates.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Maria Ripps | Canaccord Genuity | 10 (0%) |
| Jed Kelly | Oppenheimer | 10 (0%) |
| Zach Cummins | B. Riley Securities | 10 (0%) |
| Mayank Tandon | Needham | 10 (0%) |
| Mitch Rubin | Raymond James | 10 (0%) |
| Jason Kreyer | Craig-Hallum | 9 (0%) |
| Ralph Schackart | William Blair | 8 (0%) |
| Cory Carpenter | JPMorgan | 7 (14%) |
| Mike Graham | Canaccord Genuity | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Canaccord Genuity | 2 | 12 (0%) |
| B. Riley Securities | 2 | 11 (0%) |
| Needham | 1 | 10 (0%) |
| Oppenheimer | 1 |
| 10 (0%) |
| Raymond James | 1 | 10 (0%) |
| Craig-Hallum | 1 | 9 (0%) |
| William Blair | 1 | 8 (0%) |
| JPMorgan | 1 | 7 (14%) |
EverQuote closed 2025 with a phenomenal Q4, growing revenue 32% YOY to a record $195.3 million and breaking the normal seasonal pattern with a 12% sequential increase as carriers accelerated customer acquisition spend ahead of year-end. Full year revenue reached $692.5 million (+38%) with adjusted EBITDA of $94.6 million (+62%), while operating expenses remained flat since 2023. Q4 VMM compressed to 25.3% as planned from new channel investments but is guided back to ~28% in Q1 2026. The Q1 2026 guide of $175-185 million implies slower near-term growth as carriers adopt a more disciplined, evenly distributed budget approach, though management reiterated the organic $1 billion revenue target in 2-3 years and expects growth to reaccelerate from Q2 onward.
Demand | Competitive Dynamics | Revenue Growth | Cloud & AI | Margin | Capital Allocation | M&A | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 3 | 2 | 2 | 2 | 1 | 2 |
| 2025Q1 | 5 | 4 | 3 | 2 | 3 | 1 | 1 | 1 |
| 2025Q2 | 5 | 5 | 5 | 1 | 3 | 3 | 3 | |
| 2025Q3 | 5 | 4 | 5 | 2 | 5 | 1 | 3 | |
| 2025Q4 | 7 | 4 | 4 | 6 | 2 | 1 | 1 | |
| 2026Q1 | 6 | 4 | 3 | 2 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 5 | 5 | 7 | 6 |
| Competitive Dynamics | 4 | 4 | 5 | 4 | 4 | 4 |
| Revenue Growth | 3 | 3 | 5 | 5 | 4 | 3 |
| Cloud & AI | 2 | 2 | 1 | 2 | 6 | 2 |
| Margin | 2 | 3 | 3 | 5 | 1 | |
| Capital Allocation | 2 | 1 | 3 | 2 | 2 | |
| M&A | 1 | 1 | 3 | 1 | 1 | 1 |
| Innovation & R&D | 2 | 1 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EVER EverQuote, Inc. | 8 | +14.5% | |
| DASH DoorDash | 7 | +33.1% | |
| GOOGL Alphabet Inc. | 9 | +21.8% | |
| META Meta Platforms, Inc. | 8 | +33.1% | |
| NBIS Nebius Group N.V. | 8 | +621.5% | |
| RDDT Reddit, Inc. | 9 | +69.1% |