{"filings":[{"id":584396,"accession_number":"0001625278-26-000048","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2026-05-21T21:22:03+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"NerdWallet appoints Teresa Chia to board; directors elected, auditor ratified","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Teresa Chia appointed to NerdWallet board effective May 22, 2026, filling vacancy from Jennifer Ceran not standing for reelection.","Chia will serve on Audit Committee; receives $50K annual cash, $10K committee fee, and RSU grants valued at $185K initial plus prorated annual.","At annual meeting on May 21, 2026, all four director nominees (Chen, Laube, Ling, McBride) were elected with >330M votes each.","Shareholders ratified Deloitte & Touche as auditor for 2026 with 343.7M for, 154K against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94165,"accession_number":"0001625278-26-000045","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q1 revenue $222.2M (+6% YoY); 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full-year 2025 revenue $836.6M (+22% YoY).","GAAP net income $14.0M ($0.19 diluted EPS) vs $38.6M ($0.51) in Q4 2024.","Adjusted EBITDA $36.7M in Q4, $145.0M for full year 2025.","Loans revenue $42.3M (+141% YoY); Emerging Verticals $52.9M (+57%); Credit Cards $26.5M (-24%); SMB $22.5M (-12%).","CEO cites organic search headwinds offset by strength in performance marketing, direct, and non-search channels."],"consensus_eps_estimate":null,"consensus_eps_actual":0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":836600000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122679,"accession_number":"0001625278-25-000134","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"NerdWallet board approves $50M increase in share repurchase authorization to $125M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Authorization raised from $75M to $125M, approved December 16, 2025.","Repurchases may occur in open market or private transactions at management's discretion.","No fixed expiration date; program may be amended, suspended, or discontinued at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122678,"accession_number":"0001625278-25-000129","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q3 revenue $215.1M (+12% YoY); GAAP EPS $0.34, non-GAAP op income $41.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $215.1M, up 12% YoY; GAAP net income $26.3M ($0.34 diluted EPS) vs near-zero prior year.","Non-GAAP operating income $41.3M; Adjusted EBITDA $53.6M.","Loans revenue $39.6M (+66% YoY) driven by personal and mortgage loans; emerging verticals $46.9M (+83%).","Credit cards revenue $34.1M (-25% YoY) and SMB products $23.6M (-15%) due to organic search headwinds.","Intentional underspend on brand marketing by $8M; expect to normalize in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":611200000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139368,"accession_number":"0001625278-25-000119","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NerdWallet increases share repurchase authorization from $25M to $75M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved an increase in share repurchase authorization to $75 million, up from $25 million.","Repurchases may be executed in open market or private transactions at management's discretion.","Authorization has no fixed expiration date; may be amended, suspended, or discontinued at any time.","Amount and timing depend on business, economic, and market conditions, stock prices, and regulatory requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139367,"accession_number":"0001625278-25-000111","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q2 revenue $186.9M (+24% YoY); GAAP net income $8.2M vs year-ago loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $186.9M, up 24% YoY; GAAP diluted EPS $0.11, up from ($0.12).","Insurance revenue $54.7M (+86%); Credit cards $34.8M (-25%).","Non-GAAP operating income $20.7M; Adjusted EBITDA $33.6M.","Loans revenue $27.5M (+27%) on personal loans and Next Door Lending acquisition integration.","Emerging verticals $44.9M (+64%) driven by banking product growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":396100000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156950,"accession_number":"0001193125-25-142703","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"NerdWallet amends credit agreement to allow subsidiary investments and acquisitions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Third Amendment to Credit Agreement dated June 13, 2025 with JPMorgan Chase.","Permits NerdWallet to invest up to $20M annually in unrestricted subsidiaries.","Unrestricted subsidiaries now allowed to make acquisitions under amendment.","Certain post-closing deliverables from original closing waived.","Other material terms of Credit Agreement remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156949,"accession_number":"0001193125-25-137156","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NerdWallet grants 62,790 RSUs and 125,581 options to Chief Business Officer Yount","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Grant effective June 3, 2025; exercise price of options is $10.80 per share.","RSUs vest quarterly: 1/16 per quarter starting Sept 1, 2025, subject to continued service.","Options vest monthly: 1/48 starting July 3, 2025, subject to continued service.","Sam Yount also approved to participate in NerdWallet's Change of Control and Severance Policy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156948,"accession_number":"0001625278-25-000073","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"NerdWallet adds director Anthony Ling, names Lead Independent Director, reports board election results","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Anthony Ling appointed to board effective May 22, 2025, filling vacancy from Maurice Taylor's non re-election.","Ling receives $50k annual cash retainer, $10k for audit committee, and $185k RSU grant vesting over three years.","Kenneth McBride appointed Lead Independent Director effective May 22, 2025; board member since 2022.","Stockholders elected all four director nominees (Tim Chen, Jennifer Ceran, Lynne Laube, Kenneth McBride) at May 21 annual meeting.","Board approved amendments to Non-Employee Director Compensation Policy effective May 21, 2025; details in next proxy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156947,"accession_number":"0001625278-25-000068","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q1 revenue up 29% YoY to $209.2M; Insurance surges 246%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $0.2M ($0.00 diluted EPS) vs $1.1M a year ago.","Adjusted EBITDA $21.1M; non-GAAP operating income $9.3M.","Insurance revenue $74M (+246% YoY) on auto insurance carrier budget expansion.","Credit cards revenue $38M (-24% YoY) on persistent organic search headwinds.","Loans revenue $24M (+12% YoY) helped by Next Door Lending mortgage acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":209200000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175329,"accession_number":"0001625278-25-000026","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"NerdWallet releases 2025 investor presentation with FY2026 non-GAAP income guidance","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Full-year 2026 non-GAAP operating income guidance highlighted, but no dollar figure disclosed in filing.","Strategic initiatives include strengthening NerdWallet brand and vertical integration in SMB and mortgages.","Presentation posted on investor relations website (https://investors.nerdwallet.com).","Press release dated March 3, 2025, does not provide specific performance metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175328,"accession_number":"0001625278-25-000017","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q4 revenue $183.8M (+37% YoY); net income $38.6M; appoints new CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $183.8M (+37% YoY); GAAP net income $38.6M ($0.51 diluted EPS) vs $(2.3M) loss in Q4 2023.","Insurance revenue surged 821% to $72.0M; Credit cards fell 19% to $35.0M; Loans down 26% to $17.6M.","Adjusted EBITDA $30.8M; Full year 2024 revenue $687.6M, net income $30.4M.","Appointed John H. Lee as CFO effective March 17, 2025; Nicholas Tatum named CAO and interim CFO.","Monthly Unique Users fell 20% YoY to 19M; expects continued Q1 decline, stabilization by early 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":687600000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192273,"accession_number":"0001625278-24-000161","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q3 revenue $191.3M (+25% YoY); CFO StClair resigning by March 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $191.3M (+25% YoY); GAAP net income $0.1M ($0.00 diluted EPS).","Non-GAAP operating income $22.9M; adjusted EBITDA $37.3M.","Segment: credit cards -16%, loans -28%, SMB +12%, emerging verticals +129% (insurance).","Average Monthly Unique Users 22M, down 7% YoY.","CFO Lauren StClair to resign effective March 7, 2025; company initiating search for successor."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":503800000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192272,"accession_number":"0001625278-24-000156","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-10-03T23:59:59+00:00","items":["1.01","8.01"],"status":"ready","headline":"NerdWallet promotes Samuel Yount to Chief Business Officer; amends credit facility for $15M subsidiary investments","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Samuel Yount promoted to Chief Business Officer, effective Oct 1, 2024; previously VP of Consumer Credit.","Second Amendment to credit agreement allows up to $15M aggregate investments in unrestricted subsidiaries per fiscal year.","Amendment entered with JPMorgan Chase as administrative agent; standard unrestricted subsidiary provisions apply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208763,"accession_number":"0001625278-24-000152","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-09-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NerdWallet approves new $50M share repurchase program replacing exhausted $30M plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to $50M in Class A common stock repurchases effective September 4, 2024.","New program replaces previous $30M authorization that has been fully utilized.","Repurchases may be made in open market or private transactions with no fixed expiration date.","Program does not obligate the company to repurchase any specific amount and can be suspended at any time.","Management will determine timing and amount based on market conditions and other factors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208762,"accession_number":"0001625278-24-000140","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q2 revenue $150.6M up 5% YoY but misses non-GAAP operating income guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $150.6M, up 5% YoY; GAAP net loss $9.4M ($0.12 loss per diluted share).","Adjusted EBITDA $14.3M; non-GAAP operating loss $2.7M (missed guidance due to organic search headwinds).","Credit cards revenue down 10% YoY to $46.1M; loans down 6% to $21.7M; emerging verticals up 25% to $56.7M.","Average monthly unique users 23M, up 7% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":312500000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208761,"accession_number":"0001625278-24-000130","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"NerdWallet to cut ~15% of workforce; 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broker non-votes 4.1M.","Ratification of Deloitte & Touche as FY2024 auditor passed: 342.5M for, 75.6K against, 14.3K abstentions.","Amendment to certificate of incorporation for officer exculpation approved: 327.3M for, 11.2M against, 4.2M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226501,"accession_number":"0001625278-24-000104","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NerdWallet Chief Business Officer Kevin Yuann resigns effective May 17, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Yuann, Chief Business Officer, resigned on April 26, effective May 17, 2024.","Yuann is leaving to pursue another professional opportunity; no disagreement with company.","No replacement named; company accepts resignation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226500,"accession_number":"0001625278-24-000100","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q1 revenue $161.9M (-5% YoY); beats adjusted EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $161.9M, down 5% YoY; GAAP net income $1.1M ($0.01 diluted EPS).","Adjusted EBITDA $25.5M and non-GAAP operating income $10.6M; both exceeded guidance.","Credit cards revenue $50.0M (-19% YoY); SMB products $30.4M (+21% YoY).","Monthly Unique Users 29M (+25% YoY); registered users surpassed 20M.","CFO expects revenue growth to return in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":161900000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245506,"accession_number":"0001625278-24-000041","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"NerdWallet posts investor presentation and schedules fireside chat","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Released informative video and slide presentation detailing business, management vision, and mid-/long-term goals.","Fireside chat scheduled for March 5, 2024 at 9:30 a.m. PT with CEO Tim Chen and CFO Lauren StClair.","Materials available on investor relations website for one year; replay available for 90 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245505,"accession_number":"0001625278-24-000008","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q4 revenue $133.7M, down 6% YoY; GAAP net loss $2.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $133.7M, down 6% YoY; full-year revenue $599.4M, up 11% YoY.","GAAP net loss $2.3M ($0.03/diluted share) in Q4; full-year net loss $11.8M ($0.15/share).","Non-GAAP operating income $12.6M in Q4; adjusted EBITDA $29.3M (Q4) and $97.6M (FY).","Credit cards revenue fell 18% YoY to $43.2M; loans up 5%; SMB products up 6%; emerging verts down 3%.","Average monthly unique users 24M, up 24% YoY; management cites cautious optimism for 2024 recovery."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":599400000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262978,"accession_number":"0001625278-23-000117","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q3 revenue $152.8M (+7% YoY), above guidance; GAAP EPS -$0.01, adj. EBITDA $26.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $152.8M, up 7% YoY and above the high-end of prior guidance.","GAAP net loss of $0.5M ($0.01 diluted loss) vs. net income of $0.7M a year ago.","Adjusted EBITDA of $26.7M; Monthly Unique Users 24M (+22% YoY).","Loans revenue $32.9M (+16% YoY) driven by personal loans; Credit cards $54.0M (-6% YoY) on cautious partner spending.","Other verticals revenue $65.9M (+16% YoY) led by banking and SMB; insurance down."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":465700000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280166,"accession_number":"0001625278-23-000109","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2023-09-27T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"NerdWallet enters $125M revolving credit facility, replacing prior SVB facility; no initial draw","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $125M senior secured revolving credit facility with JPMorgan Chase, maturing September 26, 2028.","Replaces prior Amended and Restated Senior Secured Credit Facilities with Silicon Valley Bank.","No borrowings made; company does not anticipate drawing on facility at this time.","Facility for general corporate purposes, including acquisitions; quarterly fees 25-35 bps depending on leverage.","Financial covenants include maximum total net leverage and minimum fixed charge coverage ratios."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280165,"accession_number":"0001625278-23-000092","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q2 revenue $143.3M (+14% YoY); net loss $10.7M, Adj. 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Ceran, Lynne M. Laube, Kenneth T. McBride, Maurice Taylor.","Vote totals for director elections ranged from ~326M to ~332M in favor; broker non-votes ~4.7M.","Ratification of Deloitte & Touche LLP as auditor for FY 2023 approved with 341.6M for, 138.9K against, 33.5K abstentions.","Meeting held virtually on May 24, 2023; record date for voting was March 27, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298694,"accession_number":"0001625278-23-000055","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q1 2023: revenue up 31% to $169.6M, net income $1.7M, approves $20M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $169.6M (+31% YoY); GAAP net income $1.7M ($0.02 EPS) vs loss of $10.5M (-$0.16) YoY.","Adjusted EBITDA $20.9M (12% margin), up 134% from $8.9M (7% margin) in prior year.","Credit cards revenue +36% to $61.3M; Other verticals +74% to $86.3M; Loans -36% to $22.0M.","Board approved $20M share repurchase plan with no expiration date.","Q2 2023 guidance: revenue $134-141M, Adjusted EBITDA $17-19M, citing macro headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":169600000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318888,"accession_number":"0001625278-23-000034","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2023-03-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NerdWallet director Loverro resigns; CEO Chen gets 104,479 target PSUs, COC policy amended","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director Thomas Loverro resigns effective March 31, 2023; no disagreement cited.","Comp committee awards CEO Tim Chen 104,479 target PSUs linked to EBITDA and revenue goals in FY2023.","PSUs vest over 3 years after performance certification; max payout 200% of target.","Amended COC policy removes prorated target bonus in non-COC terminations; adds full time-based equity acceleration on COC qualifying termination.","PSU and COC policy changes apply to named executive officer and other employees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318887,"accession_number":"0001625278-23-000010","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2023-02-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q4 revenue $142M (+43% YoY), beats guidance; Q1 outlook $165-170M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $142.0M (+43% YoY); GAAP net income $8.9M ($0.12 diluted EPS); Adj. EBITDA $31.0M.","FY2022 revenue $538.9M (+42% YoY); GAAP net loss $10.2M; Adj. EBITDA $67.1M (+148% YoY).","Credit cards rev $53.1M (+52%); loans $22.4M (-24% on mortgage headwinds); other verticals $66.5M (+90%).","Q1 2023 guide: revenue $165-170M (30% YoY growth at midpoint); Adj. EBITDA $17-19M; expects annual margin expansion.","Ended Q4 with $83.9M cash; repaid $70M credit facility draw, no outstanding debt."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":538900000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318886,"accession_number":"0001625278-23-000003","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2023-01-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NerdWallet Chief Product Officer John Caine resigns effective Jan 27, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Caine, Chief Product Officer, resigned on Jan 13, effective Jan 27, 2023.","Resignation to pursue another professional opportunity; not due to any disagreement with the company.","No replacement or interim appointment announced in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":337124,"accession_number":"0001625278-22-000169","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q3 revenue $142.6M (+45% YoY), GAAP net income $0.7M, Q4 rev guidance $138-141M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $142.6M, up 45% YoY; GAAP net income $0.7M vs. loss of $7.8M in Q3 2021.","Credit cards revenue $57.4M (+59%), Loans $28.4M (-12% due to mortgage headwinds), Other verticals $56.8M (+87% from SMB/banking).","Adjusted EBITDA $14.5M, down 31% YoY but up 15% QoQ; Q4 guidance: rev $138-141M, EBITDA $26-28M.","Monthly Unique Users 19M (+11% YoY); growth driven by banking, travel, SMB; mortgage/investing declined.","2022 annual Adjusted EBITDA margin expected ~12%, up ~5pp YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":396900000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":337123,"accession_number":"0001625278-22-000150","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K/A","filed_at":"2022-10-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NerdWallet discloses terms of former CMO Kelly Gillease consulting agreement: $255K retainer, one-year term","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Former CMO Kelly Gillease entered a one-year consulting agreement effective Oct 1, 2022 for transition support.","Retainer fee of $255,000 paid in equal monthly installments over the transition period.","Outstanding stock options and RSUs continue to vest during consulting; ISOs convert to NSOs after Oct 1, 2022.","Consulting includes customary IP assignment and confidentiality provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354487,"accession_number":"0001625278-22-000145","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2022-09-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"NerdWallet appoints Maurice Taylor to Board of Directors effective October 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Taylor, a portfolio manager at Alyeska Investment Group, will join the Board on Oct 1, 2022.","He will also serve on the Audit Committee alongside Jennifer Ceran (Chair) and Kenneth McBride.","Annual cash compensation: $50,000 for Board service and $10,000 for Audit Committee (prorated for 2022).","Receives RSUs with $300,000 grant-date fair value, vesting in three annual installments.","Taylor brings expertise in public equity investing, technology, software, consumer, and healthcare sectors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354483,"accession_number":"0001625278-22-000132","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K/A","filed_at":"2022-08-17T23:59:59+00:00","items":["9.01","7.01"],"status":"ready","headline":"NerdWallet files historical financials for OTB acquisition; 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expected to enhance credit-driven product recommendations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":571133418.1792452,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372470,"accession_number":"0001625278-22-000089","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2022-06-24T23:59:59+00:00","items":["1.01","3.02","5.02","7.01","9.01"],"status":"ready","headline":"NerdWallet to acquire On the Barrelhead for ~$120M; expects Q3 2022 close","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration ~$120M: $70M cash from existing credit facility + $50M in stock (VWAP $10.37/share, half subject to 2-year lock-up).","On the Barrelhead had ~$38M revenue in 2021 (~90% YoY growth) and $5M net income; 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