EverQuote Inc - Class A (NASDAQ:EVER) Reports Mixed Q2 2025 Earnings with Revenue Miss and EPS Beat

EverQuote Inc - Class A (NASDAQ:EVER) reported its second-quarter 2025 financial results, delivering mixed performance relative to analyst expectations. The online insurance marketplace posted revenue of $156.6 million, marking a 34% year-over-year increase, but fell short of the consensus estimate of $160.3 million. Meanwhile, the company’s earnings per share (EPS) of $0.39 exceeded the forecasted $0.36.

Key Financial Highlights vs. Estimates

• Revenue: Reported $156.6 million vs. estimated $160.3 million (miss by ~2.3%).
• EPS: Reported $0.39 vs. estimated $0.36 (beat by ~7.9%).
• Variable Marketing Spend: Increased 25% year-over-year to $45.5 million, reflecting continued investment in customer acquisition.

Market Reaction

Following the earnings release, EVER shares dropped approximately 8.4% in after-hours trading. The market’s negative reaction appears primarily driven by the revenue miss, despite the EPS beat. Investors may be concerned about the company’s ability to sustain high growth rates amid rising marketing costs.

Press Release Summary

The earnings report highlighted:

• Strong year-over-year revenue growth, driven by increased consumer demand for insurance products.
• Expansion in variable marketing dollars, indicating aggressive customer acquisition efforts.
• No explicit forward guidance was provided, leaving analysts to rely on existing estimates for future quarters.

Analyst Estimates for Upcoming Periods

• Q3 2025 Revenue Estimate: $168.2 million
• Full-Year 2025 Revenue Estimate: $660.6 million
• Full-Year 2025 EPS Estimate: $1.22

The lack of company-provided outlook means investors must weigh the current results against broader market expectations. The revenue shortfall, combined with higher marketing expenditures, suggests potential margin pressures ahead.

For a deeper dive into EverQuote’s earnings and future estimates, visit the EVER earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making any decisions.