Question · Q3 2025
Corey Carpenter asked about the expected duration of the impact of traffic investments on VMM margins and whether these channels are ultimately expected to run at parity with existing channels. He also inquired if the 20% growth target is achievable next year given tougher comps.
Answer
Jayme Mendal (CEO, EverQuote) stated that VMM impact from new channel investments typically lasts one to two quarters for ramp-up and optimization, after which they should blend in at comparable VMM levels. Joseph Sanborn (CFO, EverQuote) acknowledged tougher comps but expressed confidence in averaging 20% growth over time and achieving the billion-dollar revenue goal organically in two to three years.