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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jed Kelly | Oppenheimer | 13 questions · 0% challenging |
| Mayank Tandon | Needham | 12 questions · 0% challenging |
| Maria Ripps | Canaccord Genuity | 11 questions · 0% challenging |
| Jason Kreyer | Craig-Hallum | 11 questions · 0% challenging |
| Mitch Rubin | Raymond James | 10 questions · 0% challenging |
| Zach Cummins | B. Riley Securities | 10 questions · 0% challenging |
| Ralph Schackart | William Blair | 9 questions · 0% challenging |
| Cory Carpenter | JPMorgan | 7 questions · 14% challenging |
| Naved Khan | B. Riley Securities | 3 questions · 0% challenging |
| Michael Graham | Canaccord Genuity | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| B. Riley Securities | 2 analysts | 13 questions · 0% challenging |
| Canaccord Genuity | 2 analysts | 13 questions · 0% challenging |
| Oppenheimer | 1 analyst | 13 questions · 0% challenging |
| Needham | 1 analyst | 12 questions · 0% challenging |
| Raymond James | 2 analysts | 12 questions · 0% challenging |
| Craig-Hallum | 1 analyst | 11 questions · 0% challenging |
| William Blair | 1 analyst | 9 questions · 0% challenging |
| JPMorgan | 1 analyst | 7 questions · 14% challenging |
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EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YOY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment. VMM recovered to 29.3% from Q4's 25.3%, validating the new channel investment thesis. Home insurance emerged as a growth driver at 33% YOY growth while agentic AI adoption accelerated internally and through products. Q2 guidance of $185-195 million implies 21% YOY growth reacceleration, though management continues to frame the outlook within the 2-3 year $1 billion revenue organic path without providing full-year guidance.
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 |
Calendar quarter Q1 2026Earnings call May 4, 2026
FY2026 Q1 in brief
EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YOY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +14.5% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for EverQuote, Inc. (EVER), FY2026 Q1: 8/10. Scores: EverQuote, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: EVER daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $147M | +164.7% | $0.33 | +273.7% | 8.2% | 8.3% | $19M |
| FY2025 Q1 | $167M | +83.0% | $0.21 | +320.0% | 4.8% | 4.8% | $22M |
| FY2025 Q2 | $157M | +33.7% | $0.39 | +129.4% | 9.0% | 9.4% | $24M |
| FY2025 Q3 | $174M | +20.3% | $0.50 | +61.3% | 10.1% | 10.8% | $18M |
| FY2025 Q4 | $195M | +32.5% | $1.54 | +366.7% | 9.5% | 29.6% | $26M |
| FY2026 Q1Selected | $191M | +14.5% | $0.51 | +142.9% | 12.3% | 9.8% | $28M |
| FY2026 Q2 | $195M | +24.6% | $0.53 | +35.9% | 12.0% | 9.8% | $23M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What EVER said about other companies on its FY2026 Q1 call, and what other companies said about EVER on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“One is paid advertising, where I think, especially ChatGPT is opening up to paid ads. We're among the largest paid advertisers in insurance.”
EverQuote frames ChatGPT/OpenAI as an emerging paid-advertising and traffic channel for insurance as LLM platforms open to paid ads; signal that ChatGPT is becoming an insurance distribution surface.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| EVEREverQuote, Inc. | 8 | +14.5% | EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YoY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment | |
| GOOGLAlphabet Inc. | 9 | +21.8% | Cloud Revenue Accelerates Past $20B Milestone | |
| MAXMediaAlpha, Inc. | 8 | +17.3% | MediaAlpha opened 2026 with record first-quarter results, as GAAP revenue rose 17.3% year over year to $310 million, above the high end of guidance, and GAAP EPS swung to a $0.21 profit from a small prior-year loss | |
| METAMeta Platforms, Inc. | 8 | +33.1% | Revenue accelerated to +33% at $56.3 billion, or 29% constant currency, with net income of $26.8 billion and EPS of $10.44 as AI recommendation systems drove record engagement | |
| NBISNebius Group N.V. | 8 | +621.5% | Nebius opened 2026 with group revenue of $399 million, up 621.52% year over year per GAAP financials (management cited 684%) and 75% sequentially, as the core Nebius AI business grew 841% to $390 million and again sold out capacity | |
| PINSPinterest, Inc. | 8 | +17.8% | Pinterest delivered a stronger-than-expected Q1 2026, with revenue of more than $1 billion, up 18% (15% constant currency) and above the high end of guidance, and adjusted EBITDA of $207 million at a 20% margin, up 40 basis points and aided by a Canada Digital Services Tax reversal | |
| RDDTReddit, Inc. | 9 | +69.1% | Reddit opened 2026 with first-quarter revenue up 69% year-over-year to $663 million, its seventh consecutive quarter of 60%-plus growth, and GAAP EPS of $1.01, up more than 7x from a year earlier | |
| SNAPSnap Inc. | 7 | +12.2% | Snap returned to double-digit growth in Q1, with GAAP revenue up 12% year-over-year to $1.53 billion as other revenue jumped 87% to $285 million on Snapchat+, Memories Storage and Lens+, while advertising rose just 3% to $1.24 billion against a persistent large-advertiser headwind in North America | |
| SPOTSpotify Technology S.A. | 8 | +8.2% | Spotify opened 2026 with total revenue of EUR 4.5 billion, up roughly 8% as reported and 14% in constant currency -- an acceleration from the prior quarter -- as Premium revenue rose approximately 15% on subscriber growth and 5.7% ARPU expansion | |
| YELPYelp Inc. | 6 | +0.8% | Yelp's first quarter of 2026 showed a widening split between a pressured advertising core and fast-growing new revenue: net revenue edged up 1% year over year to $361 million ($6 million above guidance) while net income fell 27% to $18 million (a 5% margin) and adjusted EBITDA declined 7% to $79 million |
EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YoY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment
MediaAlpha opened 2026 with record first-quarter results, as GAAP revenue rose 17.3% year over year to $310 million, above the high end of guidance, and GAAP EPS swung to a $0.21 profit from a small prior-year loss
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| EVER | 9 | 9 | 9 | 9 | 9 | 8 |
| GOOGL | 8 | 8 | 8 | 9 | 9 | 9 |
| MAX | 9 | 8 | 9 | 9 | 4 | 8 |
| META | 9 | 9 | 9 | 7 | 7 | 8 |
| NBIS | No score | No score | 9 | 8 | 8 | 8 |
| PINS | 9 | 9 | 9 | 9 | 7 | 8 |
| RDDT | 9 | 9 | 9 | 9 | 9 | 9 |
| SNAP | 8 | 6 | 6 | 7 | 8 | 7 |
| SPOT | 9 | 9 | 9 | 8 | 8 | 8 |
| YELP | 8 | 7 | 6 | 6 | 4 | 6 |
Nebius opened 2026 with group revenue of $399 million, up 621.52% year over year per GAAP financials (management cited 684%) and 75% sequentially, as the core Nebius AI business grew 841% to $390 million and again sold out capacity
Pinterest delivered a stronger-than-expected Q1 2026, with revenue of more than $1 billion, up 18% (15% constant currency) and above the high end of guidance, and adjusted EBITDA of $207 million at a 20% margin, up 40 basis points and aided by a Canada Digital Services Tax reversal
Reddit opened 2026 with first-quarter revenue up 69% year-over-year to $663 million, its seventh consecutive quarter of 60%-plus growth, and GAAP EPS of $1.01, up more than 7x from a year earlier
Snap returned to double-digit growth in Q1, with GAAP revenue up 12% year-over-year to $1.53 billion as other revenue jumped 87% to $285 million on Snapchat+, Memories Storage and Lens+, while advertising rose just 3% to $1.24 billion against a persistent large-advertiser headwind in North America
Spotify opened 2026 with total revenue of EUR 4.5 billion, up roughly 8% as reported and 14% in constant currency -- an acceleration from the prior quarter -- as Premium revenue rose approximately 15% on subscriber growth and 5.7% ARPU expansion
Yelp's first quarter of 2026 showed a widening split between a pressured advertising core and fast-growing new revenue: net revenue edged up 1% year over year to $361 million ($6 million above guidance) while net income fell 27% to $18 million (a 5% margin) and adjusted EBITDA declined 7% to $79 million