What is the revenue and EPS growth rate for Marchex year over year?

What were the key takeaways from Marchex's earnings call?

What is Marchex's gross profit margin?

Did Marchex beat or miss consensus estimates last quarter?

What factors drove the changes in Marchex's revenue and profit?

What guidance did Marchex's management provide for the next earnings period?

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

What were the key takeaways from Marchex’s earnings call?

- **Strategic Shift to AI Bundles**: Acquired Archenia to expand into outcome-based solutions, targeting a Rule of 30-40 metric. 
- **Q3 Revenue Decline**: $11.5M (-1.7%) due to platform migration, with 10%+ EBITDA margins expected in 2026. 
- **Growth Ambitions**: $100M revenue run rate achievable by 2026 through existing customers and bundled AI solutions.

**【Management Opening Remarks】**
- Francis Feeney provided regulatory reminders, emphasizing forward-looking statements and reconciling GAAP to non-GAAP measures. He highlighted the importance of understanding risks and uncertainties associated with the company's financial and operational performance.

**【CEO Commentary】**
- Russell Horowitz outlined the company's strategic pivot to bundled AI solutions, integrating insights, actions, and outcomes. He announced the acquisition of Archenia, a performance-based customer acquisition platform, to expand into outcome-based solutions. Horowitz emphasized the potential for a Rule of 30-40 metric (revenue growth + EBITDA margin) and a $100 million revenue run rate by leveraging the combined installed base.

**【CFO Financial Commentary】**
- Brian Nagle reported Q3 2025 revenue of $11.5 million, down 1.7% sequentially due to platform migration. He noted operating expense efficiencies and a path to 10%+ EBITDA margins in 2026. Nagle highlighted gross margin improvement and a $10.3 million cash balance, with guidance for sequential revenue and EBITDA declines in Q4 2025 before resuming growth in 2026.

**【Q&A Highlights】**
- **TAM Expansion**: CEO stated the combined company's addressable market is multiples larger, focusing on insights, actions, and outcomes. 
- **Growth vs. Profitability**: Prioritized revenue growth with 10%+ EBITDA margins, targeting $100 million run rate through existing customers. 
- **Customer Breakdown**: 90%+ revenue from large enterprises, with 15-20% growth potential in current installed base through upselling bundled solutions.

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