QuinStreet, Inc. (QNST) Earnings Call Transcripts
QuinStreet, Inc.'s Latest Earnings Call - Q3 FY2026
In QuinStreet's Fiscal Q3 2026 earnings call, the company reported a record revenue of $346 million, reflecting a 28% year-over-year increase, and adjusted EBITDA of $29.6 million, up 53% year-over-year. Management signaled strong momentum heading into Q4, projecting revenue between $350 million and $370 million, which implies at least 34% growth year-over-year. The positive outlook is driven by robust performance in the auto insurance and home services verticals, alongside significant advancements in AI integration across their operations.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $346 million (beat) |
| Adjusted EBITDA | $29.6 million (beat) |
| Adjusted Net Income | $17.8 million (null) |
| Cash and Equivalents | $102 million (positive) |
| Net Debt | $54 million (positive) |
| Q4 Revenue Guidance | $350 million - $370 million (positive) |
Guidance from management
Management expects Q4 revenue between $350 million and $370 million and adjusted EBITDA between $37 million and $43 million, indicating strong growth and margin expansion. They anticipate continued strong double-digit growth in FY27.
What management said
Sure, Luke. We are continuing to see strength across the auto insurance client base. One of the trends that we are seeing is continued broadening. The broader base of clients grew significantly faster than the largest client, which also grew very rapidly. So there's no issues there, just a continued increased activity and broadening of demand across the client base and across the major carriers, top 10 to 15, however...
What analysts pressed on
Analysts raised concerns about potential impacts from macroeconomic conditions on consumer spending, particularly for lower-income demographics. There was also interest in how these factors could affect demand in the financial services verticals moving forward.
Main topics on the call
- Record Revenue and EBITDA — QuinStreet achieved a record revenue of $346 million and adjusted EBITDA of $29.6 million, marking increases of 28% and 53% year-over-year, respectively. CEO Doug Valenti stated, "Fiscal Q3 was an exceptionally strong qu...
- AI Integration Driving Growth — Management emphasized the role of AI in enhancing operational efficiency and client results, with specific examples including a 400% productivity improvement in ad generation. Valenti noted, "AI is strengthening our alre...
- Outlook for Q4 and FY27 — For Q4, QuinStreet expects revenue between $350 million and $370 million, reflecting at least 34% growth year-over-year. Management anticipates continued strong double-digit growth in FY27, stating, "We expect to again g...
- Strong Performance in Auto Insurance — The auto insurance vertical delivered record revenue, growing 27% year-over-year, supported by strong carrier demand and consumer shopping activity. Valenti remarked, "We are confident that our full market opportunity in...
Read the full QuinStreet, Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About QuinStreet, Inc.
QuinStreet, Inc. (QNST) is a publicly listed company in the Interactive Media and Services industry, within the Communication Services sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 27 calls on record spanning February 5, 2020 to August 6, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 27 QuinStreet, Inc. earnings call transcripts on record, spanning February 5, 2020 to August 6, 2026. Based on this history, QuinStreet, Inc. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- QNST
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Communication Services
- Industry
- Interactive Media and Services
- Calls on record
- 27
- First call
- February 5, 2020
- Most recent
- August 6, 2026
- Reporting cadence
- quarterly