earnings
confidence high
sentiment positive
materiality 0.75
Marchex Q1 revenue $10.6M, net loss improves; guides Q2 Adj EBITDA $1.6-1.8M; Archenia acquisition expected July 2026
MARCHEX INC
- Revenue $10.6M (-7% YoY); net loss $1.7M ($0.04/sh) vs $2.0M ($0.05/sh); Adj EBITDA loss $0.1M.
- Q2 2026 guidance: revenue sequentially up; Adj EBITDA $1.6-1.8M (up from prior >$1M).
- Q3 2026 stand-alone Adj EBITDA potential ~$2M; combined with Archenia ~$2.5M+ if closed.
- Archenia acquisition SPA signed May 8; special committee approved; expected close July 2026, subject to disinterested stockholder vote.
- New AI-driven products from Archenia collaboration: 1/3 of top 100 customers presented, ~50% purchased.