Quarterly ResultMay 13, 2026, 04:08 PM
Fluent Q1 2026 Revenue $44.9M; Commerce Media Solutions Revenue +104%
AI Summary
Fluent, Inc. reported Q1 2026 financial results, with total revenue declining 19% year-over-year to $44.9 million, primarily due to the divestment of Call Solutions. However, Commerce Media Solutions revenue surged 104% to $25.9 million, now comprising 58% of consolidated revenue, up from 23% in Q1 2025. The company's net loss improved to $5.4 million from $8.3 million in the prior year. Fluent anticipates full-year double-digit revenue growth on aggregate continuing business and improved adjusted EBITDA for 2026, signaling a positive shift in its business mix.
Key Highlights
- Q1 2026 total revenue was $44.9 million, a 19% decrease year-over-year.
- Commerce Media Solutions revenue grew 104% to $25.9 million, representing 58% of consolidated revenue.
- Commerce Media Solutions annual revenue run rate now exceeds $110 million.
- Net loss improved to $5.4 million ($0.17 per share) from $8.3 million ($0.39 per share) in Q1 2025.
- Gross profit (exclusive of D&A) was $10.0 million, down 12% YoY, at 22% of revenue.
- Adjusted EBITDA loss was $3.6 million, compared to $3.1 million loss in Q1 2025.
- Owned and Operated revenue decreased 50% to $15.7 million.
- Company expects full-year double-digit revenue growth and adjusted EBITDA improvement for 2026.