QuinStreet, Inc. (QNST) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.156 measures. A reconciliation of GAAP to non-GAAP financial measures is included in today's 00:00:05.156 -- 00:00:11.381 earnings press release, which is available on our investor relations website at investor.quinstreet.com. 00:00:11.643 -- 00:00:14.747 With that, I will turn the call over to Doug Valenti. 00:00:14.747 -- 00:00:17.207 Please go ahead, sir. 00:00:17.349 -- 00:00:21.231 Thank you, Rob. Welcome, everyone. 00:00:21.454 -- 00:00:26.059 Fiscal Q1 was another good quarter of performance and progress for the company. 00:00:26.059 -- 00:00:31.103 We delivered record revenue, and exceeded our outlook for both revenue and adjusted 00:00:31.103 -- 00:00:33.103 EBITDA. 00:00:33.646 -- 00:00:37.331 Auto insurance demand remained strong. Home 00:00:37.331 -- 00:00:41.035 services continued to grow at double-digit rates 00:00:41.035 -- 00:00:46.181 and adjusted EBITDA remained strong, inclusive of heavy investments in new 00:00:46.181 -- 00:00:49.222 media and product. 00:00:50.305 -- 00:00:55.171 We expect further significant growth in auto insurance revenue and margin in coming quarters 00:00:55.171 -- 00:01:00.430 and years due to strong product and market fundamentals, 00:01:00.430 -- 00:01:07.195 and to our rapidly expanding product, market, and media footprint. 00:01:08.137 -- 00:01:11.501 Auto insurance carrier results are good. 00:01:11.501 -- 00:01:14.304 Consumers are shopping. 00:01:14.304 -- 00:01:19.669 And marketing budgets continue their relentless but still early shift 00:01:19.669 -- 00:01:23.252 to digital and performance marketing. 00:01:23.252 -- 00:01:28.351 While carrier spending is expected to remain strong, Uncertainty about tariffs 00:01:28.351 -- 00:01:33.458 and their eventual impact on claims costs appear...