Fluent Reports 121% Increase in CMS for Fiscal Q2
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Should l Buy FLNT?
Source: Fool
Earnings Results: Fluent reported Q2 2025 earnings with GAAP revenue of $44.7 million, falling short of analyst estimates, and an adjusted net loss per share of $(0.24). The company is experiencing growth in its Commerce Media Solutions segment but facing declines in legacy business lines.
Commerce Media Solutions Growth: The Commerce Media Solutions segment saw a significant revenue increase of 121% year-over-year, contributing 36% to total revenue, and is expected to become the majority revenue source by late 2025.
Margin Concerns: Despite the growth in new segments, margins have compressed, with gross profit margin for Commerce Media Solutions dropping from 28% to 18%. Management anticipates normalization of margins as partnerships mature.
Future Outlook: Fluent aims for adjusted EBITDA profitability by Q4 2025 and expects double-digit revenue growth for the full year. The company raised $10.3 million from investors but faces risks from declining legacy business and the need to restore margins in its growing segment.
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Analyst Views on FLNT
Wall Street analysts forecast FLNT stock price to fall
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 3.460
Low
2.50
Averages
2.50
High
2.50
Current: 3.460
Low
2.50
Averages
2.50
High
2.50
About FLNT
Fluent, Inc. is a commerce media solutions company. The Company is leveraging a diverse ad inventory, robust first-party data, and proprietary machine learning. It primarily provides performance marketing solutions to its clients based on their desired outcomes, or specific actions in their marketing funnels, including a completed transaction, the submission of a registration form, or an app installation. It delivers data and performance-based customer acquisition services for over 500 consumer brands, direct marketers, and agencies across a range of industries, including media & entertainment, financial products & services, health & life sciences, retail & consumer, and staffing & recruitment. The Company operates a call center performance marketplace that provides live-call-based performance campaigns to help clients engagement. Through AdParlor, LLC, it offers clients a managed service for creator marketing and media buying on different social platforms.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Fluent Leads the Charge: Fluent's stock surged approximately 15.2%, positioning it as a frontrunner among advertising stocks, reflecting optimistic market sentiment regarding its growth potential, which may attract more investor interest.
- Thryv Holdings Shines: Thryv Holdings saw its stock increase by about 10.3%, demonstrating enhanced competitiveness in the advertising market, likely benefiting from its innovative marketing strategies and customer acquisition capabilities.
- Positive Industry Trends: The overall upward trend in the advertising sector may signal sustained growth in advertising spending, with companies showing increased willingness to invest in market promotion, which could drive performance improvements for related firms.
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- Improved Media Margin: The media margin for Q4 2025 was $19.1 million, a 49% increase compared to Q3 2025, demonstrating significant operational efficiency improvements that contribute to overall profitability enhancement.
- Widening Net Loss: Despite revenue growth, Fluent Inc's net loss for Q4 2025 was $4.1 million, up from a $3.4 million loss in Q4 2024, highlighting profitability challenges faced during the company's transition.
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- Successful Strategic Pivot: CEO Donald Patrick emphasized the company's entry into the high-growth commerce media sector, with 2025 revenue for Commerce Media Solutions reaching $82.3 million, a 99% year-over-year increase, demonstrating strong market demand and effective business transformation.
- Optimistic Future Outlook: Management anticipates double-digit revenue growth in 2026, with flat revenue expected in Q1 but accelerating in the second half, reflecting confidence in future market opportunities.
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- Revenue Decline: The company's Q4 revenue of $61.8 million represents a 5.5% year-over-year decrease and falls short of the anticipated $62.9 million, which may lead to tighter liquidity and impact operational and expansion plans.
- Market Reaction: Given the earnings miss, Fluent's stock price may face downward pressure, prompting investors to closely monitor the company's future strategic adjustments and plans for profitability recovery.
- Outlook Challenges: Fluent must implement effective measures to reverse the revenue decline and enhance profitability to restore market confidence and attract more investor interest in its long-term growth potential.
See More
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Pending Launch: The trading launch of FluenT is still pending due to the need for market maker support and the readiness of technical infrastructure.
Listing Timeline: The specific listing time for FluenT will be announced separately once the necessary conditions are met.
Market Conditions: The launch is contingent on meeting relevant market conditions and technical readiness.
See More
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See More
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- Strong Performance in Advertising: Advertising stocks collectively rose by about 4%, indicating a renewed market confidence in the sector, particularly against the backdrop of economic recovery, as investor expectations for advertising spending improve.
- Fluent Leads the Charge: Fluent's stock surged approximately 15.2%, positioning it as a frontrunner among advertising stocks, reflecting optimistic market sentiment regarding its growth potential, which may attract more investor interest.
- Thryv Holdings Shines: Thryv Holdings saw its stock increase by about 10.3%, demonstrating enhanced competitiveness in the advertising market, likely benefiting from its innovative marketing strategies and customer acquisition capabilities.
- Positive Industry Trends: The overall upward trend in the advertising sector may signal sustained growth in advertising spending, with companies showing increased willingness to invest in market promotion, which could drive performance improvements for related firms.
See More
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- Significant Revenue Growth: Fluent Inc reported Q4 2025 revenue of $61.8 million, a 31% increase from Q3 2025, with Commerce Media Solutions revenue reaching $34.7 million, reflecting a 101% year-over-year growth, indicating strong potential in new business areas.
- Improved Media Margin: The media margin for Q4 2025 was $19.1 million, a 49% increase compared to Q3 2025, demonstrating significant operational efficiency improvements that contribute to overall profitability enhancement.
- Widening Net Loss: Despite revenue growth, Fluent Inc's net loss for Q4 2025 was $4.1 million, up from a $3.4 million loss in Q4 2024, highlighting profitability challenges faced during the company's transition.
- Enhanced Financial Flexibility: The company strengthened its financial flexibility by raising over $19 million in equity capital and entering a new financing agreement, supporting future growth and investments, even as overall revenue declined by 18% year-over-year in 2025.
See More
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- Significant Revenue Growth: Fluent, Inc. reported Q4 2025 revenue of $61.8 million, a 31% increase from Q3 2025, with Commerce Media Solutions contributing 56% of total revenue, marking the company's leadership in a high-growth market.
- Successful Strategic Pivot: CEO Donald Patrick emphasized the company's entry into the high-growth commerce media sector, with 2025 revenue for Commerce Media Solutions reaching $82.3 million, a 99% year-over-year increase, demonstrating strong market demand and effective business transformation.
- Optimistic Future Outlook: Management anticipates double-digit revenue growth in 2026, with flat revenue expected in Q1 but accelerating in the second half, reflecting confidence in future market opportunities.
- Effective Cost Control: Operating expenses in Q4 decreased to $15.4 million from $16.9 million in Q4 2024, showcasing the company's efforts to enhance operational efficiency and reduce costs, despite an annual adjusted EBITDA loss of $9 million.
See More
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- Earnings Report Disappointment: Fluent's Q4 earnings report reveals a GAAP EPS of -$0.13, missing expectations by $0.06, indicating challenges in profitability that could undermine investor confidence.
- Revenue Decline: The company's Q4 revenue of $61.8 million represents a 5.5% year-over-year decrease and falls short of the anticipated $62.9 million, which may lead to tighter liquidity and impact operational and expansion plans.
- Market Reaction: Given the earnings miss, Fluent's stock price may face downward pressure, prompting investors to closely monitor the company's future strategic adjustments and plans for profitability recovery.
- Outlook Challenges: Fluent must implement effective measures to reverse the revenue decline and enhance profitability to restore market confidence and attract more investor interest in its long-term growth potential.
See More
Coinbase Includes Fluent (BLEND) in Its Listing Plans
Coinbase Announcement: Coinbase has announced the addition of the asset FluenT (BLEND) to its listing roadmap.
Pending Launch: The trading launch of FluenT is still pending due to the need for market maker support and the readiness of technical infrastructure.
Listing Timeline: The specific listing time for FluenT will be announced separately once the necessary conditions are met.
Market Conditions: The launch is contingent on meeting relevant market conditions and technical readiness.
See More
Fluent (FLNT) Set to Release Q4 Earnings on March 9
- Earnings Announcement Schedule: Fluent (FLNT) is set to announce its Q4 earnings on March 9 after market close, with investors keenly awaiting the results to gauge the company's future growth potential.
- EPS Expectations: The consensus EPS estimate stands at -$0.06, reflecting a significant year-over-year improvement of 66.7%, indicating some progress in the company's profitability efforts.
- Revenue Forecast Analysis: The revenue estimate is projected at $62.85 million, representing a 3.9% decline year-over-year, which highlights the challenges the company faces in a competitive market and could impact its future market share.
- Historical Performance Review: Over the past two years, Fluent has only beaten EPS estimates 38% of the time and revenue estimates 13% of the time, indicating considerable volatility in its performance, which necessitates cautious evaluation by investors.
See More
