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Sentiment · FY2026 Q2
| 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% | 9.5% | 4.8% | $22M |
| FY2025 Q2 | $157M | +33.7% | $0.39 | +129.4% | 9.3% | 9.4% | $26M |
| FY2025 Q3 | $174M | +20.3% | $0.50 | +61.3% | 10.1% | 10.8% | $18M |
| FY2025 Q4 | $195M | +32.5% | $1.53 | +363.6% | 9.5% | 29.6% | $26M |
| FY2026 Q1 | $191M | +14.5% | $0.51 | +142.9% | 12.3% | 9.8% | $28M |
| FY2026 Q2 | $195M | +24.6% | $0.53 | +35.9% | 12.0% | 21.1% | — |
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).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jed Kelly | Oppenheimer | 13 (0%) |
| Mayank Tandon | Needham | 12 (0%) |
| Maria Ripps | Canaccord Genuity |
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 |
| Jason Kreyer | Craig-Hallum | 11 (0%) |
| Mitch Rubin | Raymond James | 10 (0%) |
| Zach Cummins | B. Riley Securities | 10 (0%) |
| Ralph Schackart | William Blair | 9 (0%) |
| Cory Carpenter | JPMorgan | 7 (14%) |
| Naved Khan | B. Riley Securities | 3 (0%) |
| Michael 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. |
|---|---|---|
| B. Riley Securities | 2 | 13 (0%) |
| Canaccord Genuity | 2 | 13 (0%) |
| Oppenheimer | 1 | 13 (0%) |
| Needham | 1 | 12 (0%) |
| Raymond James | 2 | 12 (0%) |
| Craig-Hallum | 1 | 11 (0%) |
| William Blair | 1 | 9 (0%) |
| JPMorgan | 1 | 7 (14%) |
What EVER and other companies said about each other on FY2026 Q1 earnings calls — 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; read-through that ChatGPT is becoming an insurance distribution surface.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EVER EverQuote, Inc. | 8 | +14.5% | |
| DASH DoorDash | 7 | +33.1% | |
| GOOGL Alphabet Inc. | 9 | +21.8% | |
| MAX MediaAlpha, Inc. | 8 | +17.3% | |
| META Meta Platforms, Inc. | 8 | +33.1% | |
| NBIS Nebius Group N.V. | 8 | +621.5% | |
| PINS Pinterest, Inc. | 8 | +17.8% | |
| RDDT Reddit, Inc. | 9 | +69.1% | |
| SNAP Snap Inc. | 7 | +12.2% | |
| YELP Yelp Inc. | 6 | +0.8% |