MediaAlpha Q4 EPS Soars 525% to $0.50, Guides Q1 Revenue $295M and EBITDA $30.5M
MediaAlpha reported Q4 2025 revenue declined 3.2% year-over-year to $291.2 million, missing analyst projections, while earnings per share surged to $0.50 from $0.08 and topped the $0.24 consensus. Management forecasts Q1 revenue of $295 million and EBITDA of $30.5 million, both exceeding Wall Street estimates.
1. Fourth-Quarter Financial Results
MediaAlpha’s Q4 2025 revenue fell 3.2% year-over-year to $291.2 million, missing analyst projections despite strong underlying demand in its insurance customer acquisition platform.
2. Earnings Per Share Surge
The company delivered EPS of $0.50, up from $0.08 a year earlier and well above the $0.24 consensus, driven by improved margins and operational efficiencies in its ad tech business.
3. Optimistic First-Quarter Outlook
Management guided Q1 revenue of $295 million and EBITDA of $30.5 million, both comfortably above Wall Street forecasts, signaling confidence in demand recovery and cost control momentum.