earnings
confidence high
sentiment positive
materiality 0.75
Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M
Yext, Inc.
2027-Q1 EPS reported
$0.02
revenue$107,917,000
- Revenue $107.9M (-1% YoY); GAAP EPS $0.02; Non-GAAP EPS $0.15; Adj EBITDA $26.9M (25% margin).
- ARR $440.8M; ARR from customers ≥$50K up 1% YoY to $403.1M (91% of total); sub-$50K ARR down 19%.
- Completed tender offer repurchasing 24.3M shares for $140M; Board approved additional $100M buyback.
- Management expects quarterly Adj EBITDA margin expansion toward 30% and GAAP net income margins 10-15% in Q2-Q4.
- Scout AI product gaining traction; company moving to agentic marketing platform with MCP headless architecture.