ACV Auctions (ACVA) Company Report

ACVA reported Q3 2025 revenue of $200 million, a 16% year-over-year increase, and adjusted EBITDA of $19 million, with margin improving 280 basis points year over year.
The company updated its full-year 2025 revenue guidance to $756-$760 million (19% year-over-year growth) and adjusted EBITDA to $56-$58 million (approximately 100% year-over-year growth).
Q4 2025 revenue is projected to be $180-$184 million and adjusted EBITDA $5-$7 million, reflecting weakening market conditions in the dealer wholesale market and higher expected arbitration costs.
ACVA sold 218,000 vehicles in Q3, a 10% year-over-year increase, and saw ACV Guarantee units sold rise from 11% in Q2 to 18% in Q3.
ACV Capital recorded $7 million in reserves in Q3 and reduced its Q4 revenue forecast by $2 million due to a review of its loan portfolio and the bankruptcy of a former customer, Tricolor.

Nov 5, 2025, 10:00 PM

Transcript

ACVA Reports Strong Q3 2025 Results and Provides Full-Year Guidance

ACVA

Earnings

Guidance Update

Demand Weakening

ACVA reported Q3 2025 revenue of $200 million, a 16% year-over-year increase, with Adjusted EBITDA reaching $19 million, or a 9% margin.
Non-GAAP Net Income for Q3 2025 was $11 million (6% margin), which excludes $18.7 million in operating expenses related to an ACV Capital customer bankruptcy.
The company demonstrated margin improvement, with non-GAAP cost of revenue at 46% and non-GAAP operating expense (excluding cost of revenue) at 48% of revenue in Q3 2025.
For Q4 2025, ACVA projects revenue between $180 million and $184 million and Adjusted EBITDA between $5 million and $7 million, anticipating a mid-single digit decline in the dealer wholesale market.
Full-year 2025 guidance includes revenue of $756 million to $760 million and Adjusted EBITDA of $56 million to $58 million.

Nov 5, 2025, 10:00 PM

Presentation

ACV Announces Third Quarter 2025 Results and Updates Full-Year Guidance

ACVA

Earnings

Guidance Update

Demand Weakening

ACV reported record revenue of $200 million for the third quarter ended September 30, 2025, marking a 16% increase year over year. The company also achieved non-GAAP net income of $11 million and Adjusted EBITDA of $19 million for the quarter.
The company updated its full-year 2025 guidance, projecting total revenue between $756 million and $760 million, and Adjusted EBITDA between $56 million and $58 million.
For the fourth quarter of 2025, ACV expects total revenue of $180 million to $184 million and Adjusted EBITDA of $5 million to $7 million.
The updated guidance reflects ongoing macroeconomic crosscurrents, with the dealer wholesale market expected to decline in the mid-single digits year over year in Q4, a higher decline than previously anticipated.

Nov 5, 2025, 9:11 PM

8-K

ACV Auctions Announces Third Quarter 2025 Results and Updates Guidance

ACVA

Earnings

Guidance Update

Demand Weakening

ACV reported third quarter 2025 revenue of $200 million, a 16% increase year over year, with a GAAP net loss of ($24) million and Adjusted EBITDA of $19 million.
The company achieved record unit volume with 218,065 Marketplace Units, an increase of 10% year over year in Q3 2025.
ACV updated its full-year 2025 guidance, expecting total revenue of $756 million to $760 million and Adjusted EBITDA of $56 million to $58 million.
For the fourth quarter of 2025, ACV anticipates total revenue of $180 million to $184 million and Adjusted EBITDA of $5 million to $7 million.
Management noted challenging market conditions, including weakening retail demand and an expected mid-single digit decline in the dealer wholesale market in Q4 2025, leading to the updated guidance.

Nov 5, 2025, 9:05 PM

Press Release

ACV Auctions Discusses Product Strategy and Market Expansion

ACVA

Product Launch

New Projects/Investments

ACV's product and technology strategy is a key differentiator, highlighted by its pricing engine that predicts retail prices within $150 and wholesale prices within $100.
The company is expanding its offerings with Project Viper, a scanning device for appraisals and inspections, which is expected to be rolled out to hundreds of rooftops in 2026 and used at all remarketing centers next year.
ACV is entering the commercial wholesale market, representing an addressable total addressable market (TAM) of 4 to 6 million units, and plans to expand its asset-light remarketing centers to 40 locations.
ACV has partnered with Amazon as its data and technology provider for Amazon Autos' consumer trade-in experience, leveraging ACV's pricing engine API.
In Q2 2025, ACV experienced a pull-forward of consumer demand in April, leading to strong conversion rates, followed by a decline, but conversion rates bounced back in July 2025 to typical seasonality.

Sep 3, 2025, 6:48 PM

ACV Auctions Reports Q2 2025 Results and Updates Full-Year Guidance

ACVA

Earnings

Guidance Update

New Projects/Investments

ACV Auctions reported Q2 2025 revenue of $194 million, a 21% year-over-year increase, and adjusted EBITDA of $19 million, with margins more than doubling year over year.
For the full year 2025, the company trimmed its revenue guidance by $5 million at the midpoint to a range of $765 million to $775 million, while maintaining the midpoint of adjusted EBITDA guidance at $68 million to $72 million, reflecting ongoing macro crosscurrents.
In Q2, 210,000 vehicles were sold, a 13% year-over-year growth, despite challenging market conditions that led to a 500 basis point unit growth headwind from lower conversion rates and elevated trade retention rates. The company continues to see strong performance from ACV Transport and ACV Capital.
ACV is advancing its product roadmap with AI-powered solutions, including ACV Guaranty, and expects commercial launch of Project Viper and Virtual Lift 2.0 in 2026. The first greenfield commercial platform location is set to open in Houston, Texas.

Aug 12, 2025, 12:45 PM

ACV Auctions Inc. Annual Meeting Results Announced in 8-K Filing

ACVA

Proxy Vote Outcomes

Board Change

Auditor Change

ACV Auctions Inc. held its Annual Meeting on May 28, 2025, with significant voting outcomes disclosed in this 8-K filing.
The stockholders approved five key proposals, including the election of two directors (George Chamoun and Robert P. Goodman elected to serve until 2028), officer exculpation measures, share reclassification, advisory executive compensation, and the ratification of Ernst & Young LLP as the independent auditor.

Jun 3, 2025, 12:00 AM

8-K

ACV Auctions Inc Conference Call Highlights Strong Growth and Innovation

ACVA

Revenue Acceleration/Inflection

Product Launch

Guidance Update

Strong quarter performance: The company reported record revenues with 25% YoY growth and over 200% increase in Adjusted EBITDA, while maintaining full-year guidance.
Consistent market share gains: Management emphasized steady share improvements on a 12‑month basis despite quarterly volatility, highlighting a focus on long‑term growth.
Data-driven product enhancements: The call detailed ongoing innovations such as predictive pricing tools and guaranteed sale features that directly boost revenue and margins, with further product and reconditioning facility rollouts planned for commercial markets.

May 13, 2025, 7:11 PM

Transcript

ACV Auctions Q1 2025 Performance & Earnings Update

ACVA

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Guidance Update

Record revenue of $183M, up 25% YoY with 208,000 vehicles sold (19% growth) and strong margin expansion; Adjusted EBITDA reached $14M, exceeding guidance .
Reported a GAAP net loss of $15M and a non-GAAP net income of $7M, reflecting key financial outcomes for Q1 2025 .
Expansion in value-added services, with ACV Transport and ACV Capital driving supplemental revenue and ACV Capital achieving over 30% growth .
Guidance for Q2 2025 and full-year 2025 expects revenue between $765M and $785M .
The company is advancing its product roadmap with AI-powered offerings including ClearCar, ACV MAX, a pricing guarantee tool, and a beta for Project Viper to enhance dealer efficiency and market share .
Detailed financial metrics highlight insights on Marketplace GMV and Marketplace Units as key indicators of transaction volume and business health .
The report included forward-looking statements addressing financial guidance and associated risks amid market uncertainties .

May 7, 2025, 9:01 PM

Transcript Presentation 8-K

ACV Auctions Details Digital Transformation and Financial Targets

ACVA

Revenue Acceleration/Inflection

New Projects/Investments

ACV Auctions detailed its ongoing digital transformation of the automotive market, emphasizing the creation of a trusted digital marketplace and leveraging a unique data moat and AI-powered solutions to enhance dealer engagement and operational efficiency.
The company highlighted significant revenue growth from $1 million in 2016 to $630 million in 2024, along with its journey to profitability and progress toward midterm targets, including reaching 1.5 million vehicles sold and targeting 25% adjusted EBITDA margins.
Operational improvements were discussed, with a focus on scaling marketplace services through enhanced inspection efficiency, reduced OpEx through technology and AI, and a strategic shift to generate additional revenue via SaaS and data services.

Mar 11, 2025, 5:01 PM

Transcript

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