Mediaalpha Inc Stock Price, News & Analysis

MediaAlpha (NYSE:MAX) reported strong Q2 2025 financial results, with revenue increasing 41% year-over-year to $251.6 million. The company achieved record Transaction Value of $480.8 million, up 49% year-over-year, driven by exceptional growth in the Property & Casualty insurance vertical, which grew 71% to $435 million.

However, the company recorded a net loss of $(22.5) million compared to net income of $4.4 million in Q2 2024, partly due to a $33 million FTC settlement reserve. Adjusted EBITDA improved to $24.5 million, up from $18.7 million year-over-year.

For Q3 2025, MediaAlpha expects Transaction Value between $545-570 million and revenue of $270-290 million, with P&C insurance vertical projected to grow 35% while Health insurance vertical is expected to decline 40-45% year-over-year.

MediaAlpha (NYSE: MAX) has reached a settlement with the Federal Trade Commission (FTC) regarding its under-65 health insurance business. The company will pay $45 million ($0.61 per diluted share) and implement enhanced compliance measures, with $33.5 million due within 7 days and $11.5 million within 90 days of court approval.

The settlement's impact on under-65 health business is significant, expected to reduce 2025 Transaction Value by $80-85 million (6% of 2024 consolidated results) and Contribution by $18-20 million (12% of 2024 consolidated results). The company maintains $85.4 million in cash as of June 30, 2025, and expects to remain compliant with its credit agreement terms.

MediaAlpha (NYSE: MAX) has scheduled its second quarter 2025 financial results announcement for Wednesday, August 6, 2025 after market close. The company will hold a Q&A conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day.

Investors can access the live webcast through MediaAlpha's Investor Relations website. For those preferring to dial in, toll-free numbers are available at (800) 715-9871 or (646) 307-1963, with conference ID 8453843. An audio replay will be accessible on the company's investor relations website following the call.

MediaAlpha (NYSE: MAX), a leading marketing technology platform for insurance customer acquisition, has appointed Amy Yeh as Chief Technology Officer (CTO), effective immediately. Yeh, who joined the company in 2015 and most recently served as SVP, Technology, succeeds co-founder Eugene Nonko as part of a planned leadership transition.

Under Yeh's previous leadership as SVP, Technology, she has been instrumental in scaling MediaAlpha's engineering organization and technology infrastructure. The company reported significant operational metrics for 2024, including 119 million Consumer Referrals and $1.5 billion in programmatic advertising spend across various insurance sectors.

Eugene Nonko, MediaAlpha's co-founder and former CTO, will transition to the newly created role of Chief Architect, focusing on long-range technical vision and architectural initiatives while maintaining his position on the Company's Board of Directors. The company currently maintains partnerships with over 1,200 active partners, excluding agent partners.

MediaAlpha (NYSE: MAX) announced that its Co-Founder and CEO Steve Yi, along with CFO Pat Thompson, will be presenting at the William Blair 45th Annual Growth Stock Conference in Chicago. The presentation is scheduled for June 4, 2025, at 10:40 a.m. CDT. Investors can access a live webcast of the presentation through MediaAlpha's Investor Relations website at investors.mediaalpha.com, with a replay available shortly after the event.

MediaAlpha reported exceptional Q1 2025 financial results, with revenue surging 109% to $264.3 million and Transaction Value growing 116% to $473.1 million. The company's Property & Casualty vertical achieved record performance, up 200% year-over-year to $407 million, while Health segment declined 17% to $58 million.

Despite strong top-line growth, the company posted a net loss of $(2.3) million, compared to $(1.5) million in Q1 2024. Adjusted EBITDA reached $29.4 million, doubling from $14.4 million last year. Gross margin decreased to 15.8% from 18.7% year-over-year.

Looking ahead to Q2 2025, MediaAlpha projects Transaction Value between $470-495 million, representing 50% growth, and revenue of $235-255 million, up 37%. The company plans to exit its Travel segment by Q2 end and has recorded a $12 million total reserve related to ongoing FTC settlement discussions.

MediaAlpha (NYSE: MAX) has scheduled its first quarter 2025 financial results announcement for Wednesday, April 30, 2025 after market close. The company will hold a Q&A conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day to discuss the results.

Investors can access the live webcast through MediaAlpha's Investor Relations website at investors.mediaalpha.com. For those preferring to dial in, toll-free numbers are available at (800) 715-9871 or (646) 307-1963, with conference ID 9885411. An audio replay will be accessible on the company's investor relations website following the call.

MediaAlpha (NYSE: MAX) has appointed Bradley Hunt to its Board of Directors. Hunt brings over 20 years of leadership and marketing experience, including 18 years at UnitedHealth Group (UHG). He most recently served as CEO of UHG's Optum Rx Home Delivery Pharmacy and previously held positions as Senior VP of Strategic Initiatives and Chief Marketing Officer for Government Programs.

The appointment is part of a Board transition following MediaAlpha's change from controlled company status in May 2024. Current board member Jennifer Moyer will not seek reelection when her term expires in May 2025. Board Chair Kathy Vrabeck expressed confidence that Hunt's expertise in customer acquisition and marketing strategy, particularly in health insurance, will help advance MediaAlpha's market position and enhance long-term shareholder value.

MediaAlpha (NYSE: MAX) has appointed Keith Cramer as its Chief Revenue Officer (CRO), a newly created position focused on driving the company's next growth phase. Cramer, who joined MediaAlpha in 2014, previously served as Senior Vice President, Supply Partnerships and Head of Property & Casualty. During his 11-year tenure, he has been instrumental in:

• Scaling the company's Property & Casualty Insurance vertical
• Developing new marketplace solutions
• Building strong partner relationships

CEO Steve Yi emphasized Cramer's role in the company's evolution from a disruptive newcomer to an industry leader, highlighting his leadership and industry expertise as important for future growth and partnership strengthening.