MAX
Mediaalpha·NYSE
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MAX fundamentals
Mediaalpha (MAX) released its earnings on Feb 23, 2026: revenue was 291.15M (YoY -3.16%), missed estimates; EPS was 0.5 (YoY +525.00%), beat estimates.
Revenue / YoY
291.15M
-3.16%
EPS / YoY
0.5
+525.00%
Report date
Feb 23, 2026
MAX Earnings Call Summary for Q4,2025
- Exceptional P&C Growth: 65% YoY transaction value growth in P&C, driven by carrier advertising spend recovery.
- AI-Driven Momentum: Q4 P&C clicks up 20% YoY, Q1 click growth expected to accelerate with LLM traffic.
- Strong Free Cash Flow: $99M free cash flow in 2025, with $47M share repurchases and $100M buyback program authorized.
- Open Marketplace Expansion: Take rate 7.6% in Q4, Q1 guidance reflects open marketplace growth with underpenetrated carriers.
- Medicare Advantage Longevity: Despite short-term challenges, sees Medicare Advantage as $10B+ opportunity with 10M+ eligibles.
- Share Buyback Focus: 7% of shares repurchased in 2025, majority of $100M program to be executed in 2026.
- Defensible Positioning: Carrier reluctance to commoditize rates ensures MediaAlpha remains essential infrastructure in insurance ecosystem.
Earnings
EPS
Revenue
Revenue & Expenses
MAX has released its 2025 Q4 earnings report, with revenue of 291.15M, reflecting a YoY change of -3.16%, and net profit of 33.98M, showing a YoY change of 365.48%. The Sankey diagram below clearly presents MAX's revenue sources and cost distribution.
Key Indicators
Mediaalpha (MAX) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Mediaalpha (MAX)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Balance Sheet
Mediaalpha (MAX)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Cash Flow
Mediaalpha (MAX)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Mediaalpha (MAX) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Dividend
Track Mediaalpha (MAX) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What is the revenue and EPS growth rate for Mediaalpha year over year?What were the key takeaways from Mediaalpha's earnings call?What were the key takeaways from Mediaalpha’s earnings call?What is Mediaalpha's gross profit margin?What is the market's earnings forecast for Mediaalpha next quarter?What does Mediaalpha do and what are its main business segments?What is Mediaalpha's latest dividend and current dividend yield?What factors drove the changes in Mediaalpha's revenue and profit?
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