Earnings summaries and quarterly performance for EverCommerce.
Executive leadership at EverCommerce.
Board of directors at EverCommerce.
Research analysts who have asked questions during EverCommerce earnings calls.
Aaron Kimson
JMP Securities LLC
4 questions for EVCM
Alexander Sklar
Raymond James Financial, Inc.
4 questions for EVCM
Bhavin Shah
Deutsche Bank
2 questions for EVCM
Matthew Hedberg
RBC Capital Markets
2 questions for EVCM
Clarke Jeffries
Piper Sandler & Co.
1 question for EVCM
David Hynes
Canaccord Genuity Group Inc.
1 question for EVCM
Eamon Coughlin
Barclays
1 question for EVCM
Michael Richards
RBC Capital Markets
1 question for EVCM
S. Kirk Materne
Evercore ISI
1 question for EVCM
William McNamara
Evercore ISI
1 question for EVCM
Recent press releases and 8-K filings for EVCM.
- Prosus N.V. reported strong financial results for the half year ended September 30, 2025, with revenues rising 22% to $3.62 billion and net income increasing to $5.63 billion.
- The company achieved significant profitability improvements, with adjusted EBITDA from its e-commerce segment climbing 70% to $530 million and overall consolidated adjusted EBITDA nearly doubling to $423 million.
- Prosus remains confident in meeting its fiscal 2026 guidance, targeting e-commerce revenue between $7.3 billion and $7.5 billion and adjusted EBITDA of $1.1 billion to $1.2 billion.
- The company's strategic focus includes leveraging AI with over 20,000 AI agents and actively investing in expanding its lifestyle e-commerce ecosystems, expecting to unlock around $2 billion from its portfolio within the year.
- EverCommerce completed transition and optimization years in 2023 and 2024, with 2025 serving as a stabilization year.
- The company achieved significant EBITDA margin improvement, with 500 basis points from 2022 to 2025 and nearly 1,000 basis points since its IPO.
- The strategic focus is on EverPro and EverHealth, which collectively represent approximately 95% of total revenue.
- 2025 involves reinvestment in these core verticals, with expectations for accelerated top-line growth in 2026, 2027, and 2028, aiming for a long-term mid-double-digit growth rate.
- EverCommerce acquired ZyraTalk to integrate AI receptionist and other AI customer engagement solutions, with beta customers already on the platform and a ramp-up expected in 2026.
- EverCommerce completed a strategic transformation in 2023 and 2024, narrowing its focus to EverPro and EverHealth, which now represent approximately 95% of its revenue.
- This transformation resulted in a 500 basis point improvement in EBITDA margin from 2022 to 2025, and nearly 1,000 basis points since its 2021 IPO.
- The company expects re-accelerated growth in 2026, 2027, and 2028, targeting mid-double-digit growth rates similar to its historical high teens, while sustaining healthy EBITDA margins.
- Key growth initiatives include enhanced cross-selling of payments (with new customer adoption rates exceeding 60%) and the acquisition of ZyraTok, introducing margin-accretive AI receptionist solutions for both EverPro and EverHealth.
- EverCommerce is deploying its significant cash flow for strategic acquisitions and share buybacks, indicating a belief that its stock is undervalued.
- EverCommerce completed a strategic transformation in 2023-2024, consolidating its focus on EverPro and EverHealth, which now account for approximately 95% of revenue. This led to an approximate 500 basis point improvement in EBITDA margin from 2022 to 2025, with 2025 being a stabilization year for reinvestment.
- The company is leveraging payments and AI as key growth drivers. Payments cross-sell to new customers has increased to over 60%, and the acquisition of ZyraTok introduces margin-accretive AI receptionists and other AI solutions, initially for EverPro and planned for EverHealth in 2026.
- Despite serving over 300,000-400,000 contractors, EverCommerce remains significantly underpenetrated in the EverPro market, representing less than 1% of the 30 million global contractors.
- Looking ahead, EverCommerce targets mid-double-digit growth, aiming to return to historical high-teens growth rates while maintaining healthy EBITDA margins. The company also deploys cash flow for strategic acquisitions and share buybacks, viewing its shares as undervalued.
- EverCommerce reported Q3 2025 revenue of $147.5 million, a 5.3% year-over-year increase, and adjusted EBITDA of $46.5 million, representing 10.3% year-over-year growth and a 31.5% margin.
- The company completed the sale of its marketing technology solutions to Ignite Visibility on October 31, 2025, and strategically acquired Zyratok, an AI agentic platform, to accelerate AI development.
- For full year 2025, EverCommerce narrowed its guidance, expecting total revenue between $584 million and $592 million and adjusted EBITDA between $174.5 million and $179.5 million.
- In Q3 2025, EverCommerce repurchased approximately 2.6 million shares for $29.1 million and the board authorized an increase in the share repurchase program to $300 million through the end of 2026.
- Evercommerce reported $147.5 million in revenue for Q3 2025, representing a 5.3% year-over-year increase.
- Adjusted EBITDA for Q3 2025 was $46.5 million, marking a 10.3% year-over-year growth, with an Adjusted EBITDA margin of 31.5%.
- Levered Free Cash Flow (LFCF) for Q3 2025 was $23.3 million, an increase of 1.3% year-over-year.
- The company repurchased 2.6 million shares for $29.1 million during Q3 2025 and increased its share repurchase authorization by $50 million to a total of $300 million through December 31, 2026.
- For Q4 2025, Evercommerce expects Total Revenue between $148 million and $152 million and Adjusted EBITDA between $39.5 million and $41.5 million. The full-year 2025 guidance projects Total Revenue of $584 million to $592 million and Adjusted EBITDA of $174.5 million to $179.5 million.
- EverCommerce reported revenue from continuing operations of $147.5 million for the third quarter of 2025, an increase of 5.3% compared to $140.1 million in the prior year period.
- The company achieved net income from continuing operations of $5.8 million, or $0.03 per basic and diluted share, for Q3 2025, a significant improvement from a net loss of $9.1 million, or $(0.05) per share, in Q3 2024.
- Adjusted EBITDA from continuing operations increased to $46.5 million for the quarter ended September 30, 2025, up from $42.1 million in the same period last year.
- The Board of Directors approved a $50.0 million increase in the stock repurchase authorization, bringing the total authorization since the program began to $300.0 million. During Q3 2025, the company repurchased 2.6 million shares for approximately $29.1 million.
- EverCommerce completed the acquisition of ZyraTalk, which was highlighted as a key event of the quarter, and issued financial guidance for the fourth quarter and full year 2025.
- EverCommerce reported revenue from continuing operations of $147.5 million for Q3 2025, marking a 5.3% increase compared to $140.1 million in Q3 2024. The company achieved net income of $5.8 million, or $0.03 per basic and diluted share, for the quarter, a significant improvement from a net loss of $9.1 million, or $(0.05) per share, in Q3 2024.
- Adjusted EBITDA from continuing operations reached $46.5 million in Q3 2025, an increase from $42.1 million in the prior year period, and exceeded the top end of their guidance range.
- The company issued financial guidance for Q4 2025, projecting revenue between $148 million and $152 million and Adjusted EBITDA between $39.5 million and $41.5 million. For the full year 2025, revenue is expected to be in the range of $584 million to $592 million, with Adjusted EBITDA between $174.5 million and $179.5 million.
- On November 4, 2025, the Board approved a $50.0 million increase in the stock repurchase authorization, bringing the total program authorization to up to $300.0 million. During Q3 2025, EverCommerce repurchased 2.6 million shares for approximately $29.1 million.
- EverCommerce has sold its Marketing Technology solutions, known as EverConnect, to Ignite Visibility.
- This transaction concludes a strategic review process that was announced in March.
- The company aims to narrow its focus on AI-powered vertical software to maximize long-term growth and margin accretion.
- The terms of the sale were not disclosed.
- EverCommerce (NASDAQ: EVCM) completed the acquisition of ZyraTalk, an AI-powered customer engagement solution, on September 15, 2025.
- The acquisition establishes EverCommerce's position as an AI-driven innovator, with initial application in its Home & Field Services vertical, EverPro, and plans for broader extension across other verticals.
- ZyraTalk's platform provides 24/7 responsiveness and acts as an autonomous agent for key workflows like scheduling, dispatch, invoicing, and customer engagement, aiming to deliver greater value to EverPro's 350,000+ service providers and EverCommerce's 725,000+ customers.
- The transaction was funded using a portion of cash on hand, but the terms of the deal were not disclosed.
Quarterly earnings call transcripts for EverCommerce.
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