Earnings Releases·Nov 10, 2026, 4:20 PM ET

Marchex — Third Quarter 2026 Earnings Summary

Revenue rose to $16.0 million from $15.2 million in Q3 2025, while GAAP net income turned positive at $1.3 million compared to a $1.3 million loss in the prior year period.
Adjusted EBITDA expanded to $2.4 million from $0.5 million year-over-year, with margins improving to approximately 15% from 3%, driven by a reduction in total operating expenses to $14.5 million.
Q4 2026 guidance anticipates revenue of $15.0 million or more and Adjusted EBITDA between $2.3 million and $2.5 million, acknowledging typical seasonal declines in conversational volumes.
Strategic integration of the July 2026 Archenia acquisition is underway, featuring new commercial deployments of AI Voice Agent and "Engage for Service" solutions, alongside the appointment of Travis Fairchild as President.
Management plans selective 2027 investments in sales and product development to leverage combined capabilities while maintaining disciplined expense management, with full 2027 financial outlook to be released in March 2027.