"Revenue -- $522.3 million in Q4, up 6%, and $1.91 billion for the year, up 8%. Ex-TAC gross profit -- $212.8 million in Q4, margin of approximately 41%, flat year over year; $713.5 million for the year, up 7%. Adjusted EBITDA -- $86.1 million in Q4 and $215.5 million for the year, with a margin of 30%."
"Share repurchases -- 76.9 million shares repurchased in 2025 at an average price of $3.30 for over $250 million, reducing shares outstanding by 8% to approximately 276 million. Free cash flow -- $46.9 million in Q4 and $163.4 million for the year, representing 76% conversion from adjusted EBITDA."
"Guidance for 2026 -- Full year revenue expected at $2.0 billion-$2.05 billion, ex-TAC gross profit at $753 million-$774 million, and adjusted EBITDA at $222 million-$236 million with $165 million-$191 million non-GAAP net income."
"Geographic mix -- International revenue accounted for 53%, with continued faster growth outside the US; US share was 47% in the quarter. Personal finance segment -- Generated $120 million in annual revenue in a $15 billion US market, with current wallet share estimated at 1%-10% per advertiser."
The company reported Q4 2025 revenue of $522.3 million, up 6%, with full-year revenue reaching $1.91 billion, up 8%. Ex-TAC gross profit totaled $713.5 million for the year with a 41% margin. Adjusted EBITDA reached $215.5 million with a 30% margin, while free cash flow generated $163.4 million, representing 76% conversion from adjusted EBITDA. The company repurchased 76.9 million shares at an average price of $3.30, reducing outstanding shares by 8% to 276 million. Scaled advertiser growth increased 3% in Q4 and 6% annually. International revenue represented 53% of total revenue. The personal finance segment generated $120 million in annual revenue. For 2026, the company guides full-year revenue of $2.0-2.05 billion and adjusted EBITDA of $222-236 million.
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