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What does Yext do and what are its main business segments?

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- **Q1 Strong Performance**: Revenue exceeded expectations, driven by Scout's 2,000+ waitlist and improving retention rates.
- **Scout Success**: Open beta adds 37 customers in 48 hours; 0% disinterest rate highlights product value.
- **Financial Strength**: $420M net income, $1.08 EPS, and 5% opex decline reflect cost efficiency.
- **Strategic Flexibility**: Buybacks reduce share count while M&A pipeline remains active with new BlackRock facility.
- **Market Opportunity**: Search fragmentation (e.g., Google <90% share) fuels growth, but macro caution persists.

**【CEO Opening Remarks】**
- Q1 2026 revenue exceeded expectations, driven by strong demand for core products and the launch of Yext Scout, which has over 2,000 customers on its waitlist.
- Gross and net retention rates are improving, reflecting enhanced customer satisfaction and value perception.
- Yext Scout, an AI-powered search visibility tool, is in open beta and demonstrating high customer engagement, with 0% disinterest rate among early users.
- The company maintains a conservative outlook due to macroeconomic uncertainty but sees significant opportunities in the fragmented search market.

**【CFO Financial Highlights】
- GAAP net income of $420 million and Non-GAAP EPS of $1.08, both exceeding expectations.
- FX tailwinds offset prior headwinds, contributing to ARR growth.
- Operating expenses declined 5% YoY due to cost control measures.
- Buyback activity continues, reducing share count, while maintaining flexibility for M&A opportunities.

**【Q&A Key Takeaways】
- **Scout Product Momentum**: 37 new beta customers added in 48 hours, with Scout expected to shorten sales cycles and enhance core product value. General availability timeline TBD.
- **Sales Strategy**: Current headcount sufficient to handle demand; productivity improvements and market signals will guide future hiring.
- **Macro Considerations**: Fragmentation of search market (e.g., Google below 90% share) creates tailwinds, but cautious outlook due to economic uncertainty.
- **ARR Growth Drivers**: FX stabilization, improved retention, and upsell opportunities with Scout. Core Yext business (excluding Hearsay/Scout) shows stable ARR with potential for upsell through new products.
- **Capital Allocation**: Buybacks remain a priority alongside M&A, with new BlackRock loan facility providing flexibility for strategic acquisitions.


Yext, Inc. (YEXT) Q1 2026 Earnings Call Transcript

- **Strategic Strength**: Yext's Hearsay integration and Scout launch position it as a leader in AI-driven local marketing, with EBITDA targeting $100M+ in FY26.
- **Product Momentum**: Yext Scout's closed beta garnered hundreds of sign-ups, highlighting demand for AI-powered local visibility tools.
- **Financial Resilience**: Despite Q4 ARR decline (driven by FX), core Yext ARR contraction moderates to 1% YoY, with Hearsay growth offsetting headwinds.
- **Capital Flexibility**: $200M buyback authorization and active M&A pipeline enable opportunistic growth investments.

**【CEO Summary Section】**
- Yext is strategically well-positioned with successful Hearsay integration, driving go-to-market and cost synergies.
- Product innovation accelerates with Yext Social and the launch of Yext Scout, addressing AI-driven market complexity.
- Gross ARR retention improved to high 80s, EBITDA margins exceed 20%, and FY26 EBITDA target of $100M+ reflects financial strength.
- Yext Scout, launched in closed beta, received hundreds of sign-ups, signaling strong demand for AI-driven local marketing insights.

**【CFO Financial Commentary】**
- Q4 ARR decline of $3.5M attributed to FX, with core Yext ARR down $2.5M (vs. $12M YoY decline).
- Hearsay business growth offsets Yext core contraction, with improving renewal rates and product bundling.
- FY26 EBITDA guidance of $100M+ reflects operational efficiency, with 70% free cash flow conversion (excluding one-time Hearsay payments).
- Capital allocation prioritizes stock buybacks (authorized $200M) and strategic M&A, with flexibility to invest in growth or retain cash.

**【Q&A Key Themes】**
- **Market Trends**: AI-driven search fragmentation creates urgency for brands to optimize digital presence across platforms (e.g., Google, chatGPT, Grok).
- **Vertical Growth**: Healthcare and financial services (Fins) show strong momentum, driven by regulatory compliance (e.g., SEC scrutiny) and platform breadth.
- **Scout Impact**: Places Scout acquisition enhances SEO data collection, complementing Yext's AI-driven insights platform for competitive visibility.
- **ARR Dynamics**: Core Yext ARR decline moderates (1% YoY vs. prior 15%), with Hearsay and new products driving ARR recovery in FY26.
- **Capital Allocation**: $200M buyback authorization reflects undervalued stock; M&A pipeline remains active, with focus on AI, local marketing, and data insights.

Yext (YEXT)-5 Mar 25-2025 Q4 Earnings call transcript

Yext (YEXT)-9 Dec 24-2025 Q3 Earnings call transcript

Yext (YEXT)-4 Sep 24-2025 Q2 Earnings call transcript

Yext (YEXT)-10 Jun 24-2025 Q1 Earnings call transcript

Yext (YEXT)-6 Mar 24-2024 Q4 Earnings call transcript

Yext (YEXT)-5 Dec 23-2024 Q3 Earnings call transcript

Yext (YEXT)-6 Sep 23-2024 Q2 Earnings call transcript

Yext (YEXT)-6 Jun 23-2024 Q1 Earnings call transcript

Yext (YEXT)-7 Mar 23-2023 Q4 Earnings call transcript

Yext (YEXT)-1 Dec 22-2023 Q3 Earnings call transcript

Yext (YEXT)-7 Sep 22-2023 Q2 Earnings call transcript

Yext (YEXT)-9 Jun 22-2023 Q1 Earnings call transcript

Yext (YEXT)-9 Mar 22-2022 Q4 Earnings call transcript

Yext (YEXT)-3 Dec 21-2022 Q3 Earnings call transcript

Yext (YEXT)-2 Sep 21-2022 Q2 Earnings call transcript

Yext (YEXT)-28 May 21-2022 Q1 Earnings call transcript

Yext (YEXT)-4 Mar 21-2021 Q4 Earnings call transcript

Yext (YEXT)-3 Dec 20-2021 Q3 Earnings call transcript

Yext (YEXT)-3 Sep 20-2021 Q2 Earnings call transcript

Yext (YEXT)-4 Jun 20-2021 Q1 Earnings call transcript

Yext (YEXT)-3 Mar 20-2020 Q4 Earnings call transcript

Yext (YEXT)-5 Dec 19-2020 Q3 Earnings call transcript

Yext (YEXT)-29 Aug 19-2020 Q2 Earnings call transcript

Yext (YEXT)-30 May 19-2020 Q1 Earnings call transcript

Yext (YEXT)-6 Mar 19-2019 Q4 Earnings call transcript

Yext (YEXT)-29 Nov 18-2019 Q3 Earnings call transcript

Yext (YEXT)-30 Aug 18-2019 Q2 Earnings call transcript

Yext (YEXT)-31 May 18-2019 Q1 Earnings call transcript

Yext (YEXT)-8 Mar 18-2018 Q4 Earnings call transcript

Yext (YEXT)-30 Nov 17-2018 Q3 Earnings call transcript

Actual											-0.12	-0.1	-0.07	-0.02	0	-0.02	-0.06	-0.04	-0.03	-0.06	-0.03	0.02	0.05	0.08	0.06	0.09	0.1	0.05	0.0675	0.12	0.12	0.12	0.12	0.14	0.14
Forecast											-0.14	-0.1214	-0.12	-0.084	-0.08	-0.0571	-0.0663	-0.0668	-0.0766	-0.0678	-0.0525	-0.008	0.025	0.05	0.064	0.067	0.07	0.0525	0.025	0.1225	0.1325	0.1125	0.12	0.13	0.1433
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+14.29%	+17.63%	+41.67%	+76.19%	+100.00%	+64.97%	+9.50%	+40.12%	+60.84%	+11.50%	+42.86%	+350.00%	+100.00%	+60.00%	-6.25%	+34.33%	+42.86%	-4.76%	+170.00%	-2.04%	-9.43%	+6.67%	0.00%	+7.69%	-2.30%

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