Slide 1: Powering the performance marketing channel
INVESTOR PRESENTATION · FY27 · Q1 NASDAQ: QNST · FOSTER CITY, CA Powering the performance marketing channel
Slide 2: Safe Harbor Statement
Safe Harbor Statement These slides and the accompanying oral presentation contain release, as well as any statements regarding the Company's not limited to investigation or enforcement activities of the forward-looking statements within the meaning of Section 21E anticipated financial results, growt
Slide 3: Mission Statement
Mission Statement Be the premier performance marketplace & technology provider to the financial services and home services industries. Continue to be the lead innovator in performance marketing, the business we pioneered. QuinStreet · FY27 Investor Presentation 03 / 15
Slide 4: QuinStreet at a Glance
QuinStreet at a Glance Performance Marketing. Founded in 1999 Verified. Scaled. Trusted. For more than two decades, QuinStreet has been a trusted Profitable since 2001 customer acquisition engine for some of the biggest brands Over $1B in revenue and most competitive industries in the world. As a pi
Slide 5: Making Media Efficient in the World's Biggest Channel
Making Media Efficient in the World’s Biggest Channel “In-Market” Consumers Client Marketers in Digital Media Insurance AI-Driven LLMs Home Services MEDIA Large media partners BUYING POWER FINDING SOLUTIONS Loans & Credit Solutions Targeted web publishers BETTER/FASTER ACCESS & SCALE Credit Cards SE
Slide 6: Why Marketing Clients Choose Us
Why Marketing Clients Choose Us 01 02 03 04 Proven Results. Scale and Reach. Performance-driven End-to-end We have over two decades worth We deliver big volumes for our model. compliance. of performance-based results clients through our access to We only get paid if we deliver for Especially in insu
Slide 7: Big Media Brands Across Our Verticals
Big Media Brands Across Our Verticals HIGH-VALUE OWNED & OPERATED EXAMPLES INSURANCE INSURANCE HOME SERVICES INSURANCE CREDIT CARDS HOME SERVICES LOANS & CREDIT SOLUTIONS BANKING QuinStreet · FY27 Investor Presentation 08 / 15
Slide 8: Deep Competitive Advantages
Deep Competitive Advantages A fast and effective developer and adopter of leading-edge AI technologies and tools, we launched our first AI Algorithm in 2008. 01 02 03 Massive store of proprietary Massively scalable proprietary Thousands of proprietary data generated from billions of sophisticated te
Slide 9: An AI Winner
An AI Winner EXAMPLES We are expanding the application of AI to multiple of areas of the business. Performance and Even more powerful optimization algorithms New and updated carrier rates faster Productivity More and better ads or creative, and resulting in faster campaign launches AI-enabled natura
Slide 10: Big Addressable Markets
Big Addressable Markets $ IN BILLIONS $ IN BILLIONS U.S. Financial Services Digital Ad Spend, 2019–2026 Home Services Market Potential $53.14 +20% CAGR · 2019 – 2026 $36.90 $44.28 TAM $522B+ Annually Home Services: Maintenance, Repairs, $30.75 Remodel, Renovation $27.63 $24.49 MKTG SPEND $20.99 $17.
Slide 11: Financials — Growing Revenue & Expanding Margins
Financials — Growing Revenue & Expanding Margins Revenue as of 2027 Revenue (in millions) Adj. EBITDA (in millions) $1,294 35% $1,094 65% $614 $112 $81 Financial Services Home Services $20 2024 2025 2026 QuinStreet · FY27 Investor Presentation 12 / 15
Slide 12: Capital Deployment Framework
Capital Deployment Framework Investing in Core Targeted Acquisitions Returning Capital to Business Growth & Industry Consolidation Shareholders Investment in Acquisitions Share Repurchases Growth Initiatives HomeBuddy, Modernize, Over $100 Million completed; Working Capital AquaVida, AmOne $40 Mill
Slide 13: Key Growth Initiatives
Key Growth Initiatives 01 Scaling Nine-Figure Businesses in Big Markets: Insurance, Home Services, & Credit-Driven Verticals 02 Continuing to Grow Digital and Client Wallet Share 03 Expanding Footprint to Capture More Budget, Access More Media, and Increase Yield 04 Continue to Develop Industry Best
Slide 14: Key Investment Highlights
Key Investment Highlights 01 Digital Performance Marketplace Platform 04 Massive Shift to Online and Performance Marketing 02 Unique & Strong Competitive Advantages 05 Growing Revenue & Expanding Margins 03 Huge Markets & Expansion Opportunities 06 Strong Cash Flow & Balance Sheet QuinStreet · FY27