Marchex (MCHX) Earnings Date & Reports

Key Takeaways

• Marchex (MCHX) is scheduled to report results for the third quarter ended September 30, 2026, after the market close on Tuesday, November 10, 2026.
• Wall Street consensus calls for earnings per share (EPS) of about $0.04 and revenue near $16.2 million, reflecting the first full quarter of the acquired Archenia business.
• Management has guided third-quarter revenue to $16.0–$16.5 million and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) to $2.3–$2.5 million.
• Investors will watch whether the Archenia integration delivers the promised step-change in scale, margins, and customer expansion after the deal closed on July 1, 2026.
• Marchex has said it will provide its fourth-quarter and initial 2027 outlook alongside these results, making forward guidance a central focus.
• For more on this ticker's Major News, Today's Price Move, Price Targets, and Forecast, explore the additional pages.
• Explore Trending AI Robots for AI-driven trading ideas and market signals.

Earnings Context and Why It Matters

Marchex, a Seattle-based provider of AI-driven conversational analytics and customer acquisition tools, is at a pivotal point in its growth story. The company closed its acquisition of Archenia on July 1, 2026, combining its conversation intelligence platform with a performance-based customer qualification business. This report represents the first full quarter in which Archenia's results are included, so it will offer the clearest look yet at whether the deal can meaningfully expand revenue and improve profitability. In recent quarters, revenue had declined modestly as clients migrated off legacy platforms, making the projected roughly 40% year-over-year revenue jump an important inflection test for investors tracking the company's turnaround.

Earnings Expectations

Analysts expect Marchex to report revenue of approximately $16.2 million for the third quarter, up sharply from $11.5 million in the same period a year earlier. Consensus EPS stands near $0.04. These figures are broadly aligned with company guidance, which calls for third-quarter revenue of $16.0–$16.5 million and adjusted EBITDA of $2.3–$2.5 million. The midpoint of that range implies sequential revenue growth of roughly 45–50% versus the second quarter, driven almost entirely by the addition of Archenia. For context, Marchex reported second-quarter revenue of $11.0 million, which came in modestly below the $11.2 million consensus, while non-GAAP EPS was $0.00 against an estimate of $0.02. Beyond the headline numbers, investors will focus on adjusted EBITDA margins, customer retention among Marchex's top 100 clients, and any evidence of cross-selling progress.

AI Screener

Tickeron's AI Screener is an AI-powered stock and exchange-traded fund (ETF) discovery tool that helps traders and investors filter the market using technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs with customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener is designed to surface trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. For investors following earnings-driven moves, it can help identify comparable names and emerging technical setups. Explore the AI Screener to put these capabilities to work in your own research.

Market Reaction and Investor Sentiment

Sentiment heading into this report is cautiously optimistic but anchored to execution risk. Marchex shares have been volatile in a range, and the stock's reaction will likely hinge on whether reported revenue and adjusted EBITDA land within or above the company's own guidance, and on the quality of forward commentary. Because the quarter is the first full integration period for Archenia, any sign of slower-than-expected revenue conversion, margin pressure, or integration friction could weigh on the stock. Conversely, confirmation of the projected step-up in scale, combined with constructive fourth-quarter and 2027 guidance, would likely be read positively. Historically, Marchex has posted mixed results relative to consensus, making the guidance update at least as important as the headline figures.

Forward Outlook and Key Factors to Monitor

The most important element of this report is likely to be what management says about the path forward. Marchex has indicated it will share its fourth-quarter and initial 2027 outlook on the earnings call, giving investors their first formal glimpse of post-acquisition expectations.

Investors should monitor the company's progress toward its stated ambition of a "Rule of 30–40" financial profile, which combines annual revenue growth with adjusted EBITDA margin. This metric signals whether the combined business can scale profitably rather than simply adding top-line revenue.

Key factors to watch next include the pace of Archenia integration, the retention and expansion of the top 100 customers that generate the bulk of revenue, and any movement in adjusted EBITDA margins. Cost discipline, cross-selling across the combined platform, and the company's cash position — which may require additional equity or debt financing to support its acquisition strategy — also remain important. Broader demand for AI-driven marketing and customer acquisition tools across the auto, home services, and healthcare verticals will continue to shape the company's growth trajectory.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations