Yext Q1 2026 Earnings Call Transcript: Key Financial Performance and Outlook

Yext reported Q1 2026 earnings with a focus on its finance and growth strategy. CEO Michael Walrath and CFO Darryl Bond discussed the company's recent acquisitions and growth prospects, as well as its outlook for the second quarter and full year 2026. The conference call highlighted Yext's efforts to integrate acquired businesses and expand its product offerings. The company's forward-looking statements were subject to certain risks and uncertainties related to its industry, product development, and general economic conditions.

Yext, Inc. (NYSE: YEXT), the leading digital presence platform for multi-location brands, announced its first quarter fiscal 2026 results. The company reported revenue of $109.5 million, up 14% year-over-year, driven by the integration of Hearsay Systems [1]. Net income per share, basic, was $0.01, or non-GAAP earnings per share of $0.13. Adjusted EBITDA was $24.7 million, resulting in an Adjusted EBITDA margin of 23%. The company's annual recurring revenue (ARR) reached $446.5 million.

CEO Michael Walrath and CFO Darryl Bond discussed the company's recent acquisitions and growth prospects during the conference call. Walrath noted that the company exceeded guidance on both revenue and profitability, delivered record Adjusted EBITDA, and saw encouraging early adoption of new offerings. The launch of Scout, continued traction from Social, and steady engagement across core verticals positioned Yext to navigate the evolving search and discovery landscape.

The company raised full-year Adjusted EBITDA guidance to a range of $103 million to $105 million. Forward-looking statements included the expected effects of acquisitions and integrations, the benefits of the new credit facility, and expectations related to the growth of the company, market opportunity, product roadmap, and industry trends.

However, the forward-looking statements were subject to certain risks and uncertainties, including the ability to renew and expand subscriptions with existing customers, attract new customers, integrate acquired businesses, and retain personnel necessary for the success of the acquisitions. General economic conditions and the competitive and rapidly changing environment were also cited as potential risks.

References:
[1] https://www.stocktitan.net/news/YEXT/yext-announces-first-quarter-fiscal-2026-o58j3ndnxxtb.html