System1, Inc. (SST) Q2 2025 Earnings Call Transcript
Adjusted EBITDA $11.7 million, up 18% year-over-year. The increase was driven by solid execution and company-wide adoption of Agentic coding.
Revenue $78.1 million, representing a 17% year-over-year decrease but a sequential increase of 5%. The annual decline was primarily due to volatility in the Owned & Operated marketing business.
Adjusted Gross Profit $41 million, up 6% year-over-year but down 1% sequentially. The increase was driven by growth in the products segment, while the decline was attributed to volatility in the marketing segment.
Products Revenue $24 million, up 34% year-over-year and 8% sequentially. This growth was driven by strong performance in major products like Startpage, MapQuest, and CouponFollow.
Marketing Revenue $54.1 million, down 29% year-over-year but up 4% sequentially. The annual decline was driven by a 36% decrease in advertising spend and volatility in the Google Search Partner Network.
Products Segment Profit $22.7 million, up 34% year-over-year and 8% sequentially. The increase was driven by a 12% year-over-year increase in sessions and an increase in revenue per session from $0.04 to $0.05.
Marketing Segment Profit $19.6 million, down 17% year-over-year and 10% sequentially. The decline was driven by a decrease in traffic acquisition costs (TAC) and return on TAC (RTAC).
Cash Balance $63.6 million, an increase of approximately $20 million compared to Q1. The increase was attributed to a buildup in short-term liabilities.
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1.org Partners with GDA | TLC to Fund Service Dog Training Through Search Revenue
- Search-Driven Revenue: The partnership between 1.org and GDA | TLC allows users to support service dog training through advertising revenue generated from everyday searches, which is expected to significantly enhance GDA | TLC's funding sources and help more individuals in need.
- User Engagement Simplified: Users can easily participate by installing the 1.org browser extension or Android app, creating a free account, and selecting GDA | TLC as their supported cause, which is anticipated to attract more users to engage in charitable activities.
- Impact Amplification: For every new user who registers through a custom invite link generated by existing users, 1.org will donate $5 to GDA | TLC, which is expected to further expand support for service dog training through the referral mechanism, enhancing user engagement and impact.
- Mission Reinforcement: GDA | TLC is dedicated to providing expertly trained service dogs for the blind, veterans, and children with autism, and this collaboration will leverage 1.org's search platform to further promote its mission and raise awareness of the importance of service dogs in society.
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Giving Tuesday Campaign: The platform has launched a $100,000 campaign for Giving Tuesday, inviting nonprofit partners to collaborate and encouraging users to install the extension to support various causes.
How It Works: Users can create a free account, choose a charity, and start searching; ad revenue generated from their searches will be donated to their selected nonprofit organization.
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System1, Inc. (SST) Q2 2025 Earnings Call Transcript
Earnings Conference Call Overview: System1, Inc. held its Q2 2025 earnings conference call on August 7, 2025, featuring key executives discussing business performance and financial results.
Forward-Looking Statements Disclaimer: The company emphasized that forward-looking statements made during the call are subject to risks and uncertainties, advising caution in relying on these predictions.
System1 (SST) Fiscal Q2 Revenue Tops 6%
Financial Performance: System1 reported a GAAP revenue of $78.1 million for Q2 2025, exceeding expectations despite a 17% year-over-year decline, with significant growth in its owned-and-operated products segment, which saw a 34% increase in revenue.
Market Uncertainty: The company withheld future financial guidance due to ongoing volatility in the advertising market and uncertainties with major partners like Google, while emphasizing operational efficiency and the integration of AI to enhance product offerings.
System1 to Report Second Quarter 2025 Financial Results
Financial Results Announcement: System1, Inc. will report its financial results for Q2 2025 on August 7, 2025, after the U.S. stock market closes, followed by a conference call at 5:00 PM ET to discuss the results.
Company Overview: System1 operates an advanced Responsive Acquisition Marketing Platform (RAMP) that focuses on privacy-centric marketing across various consumer verticals, aiming to build strong brands and deliver high-intent customers to advertising partners.
1.org Partners with GDA | TLC to Fund Service Dog Training Through Search Revenue
- Search-Driven Revenue: The partnership between 1.org and GDA | TLC allows users to support service dog training through advertising revenue generated from everyday searches, which is expected to significantly enhance GDA | TLC's funding sources and help more individuals in need.
- User Engagement Simplified: Users can easily participate by installing the 1.org browser extension or Android app, creating a free account, and selecting GDA | TLC as their supported cause, which is anticipated to attract more users to engage in charitable activities.
- Impact Amplification: For every new user who registers through a custom invite link generated by existing users, 1.org will donate $5 to GDA | TLC, which is expected to further expand support for service dog training through the referral mechanism, enhancing user engagement and impact.
- Mission Reinforcement: GDA | TLC is dedicated to providing expertly trained service dogs for the blind, veterans, and children with autism, and this collaboration will leverage 1.org's search platform to further promote its mission and raise awareness of the importance of service dogs in society.
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ETFs Overview: The article discusses the challenges of navigating the world of exchange-traded funds (ETFs) and highlights the potential for significant returns.
Top ETF Picks: TipRanks’ AI analyst has identified three ETFs with a projected upside of at least 10%, providing investors with promising options.
Investment Strategy: The article encourages investors to enhance their ETF investing strategies by utilizing TipRanks’ curated analysis.
Disclaimer: A disclaimer is included, indicating the need for careful consideration and reporting of any issues related to the content.
1.org, the Free Search Engine Donating Ad Revenue to Charity, Kicks Off with $100,000 Commitment for Giving Tuesday to Aid Nonprofits
Introduction to 1.org: 1.org is a new charitable search engine and Chrome extension that donates $5 to charity for each installation, funded by ad revenue from user searches.
Giving Tuesday Campaign: The platform has launched a $100,000 campaign for Giving Tuesday, inviting nonprofit partners to collaborate and encouraging users to install the extension to support various causes.
How It Works: Users can create a free account, choose a charity, and start searching; ad revenue generated from their searches will be donated to their selected nonprofit organization.
Focus Areas and Impact: 1.org supports vetted nonprofits across six focus areas, including hunger and education, and aims to make charitable giving easy and engaging through features like impact tracking and rewards for users.
System1, Inc. (SST) Q2 2025 Earnings Call Transcript
Earnings Conference Call Overview: System1, Inc. held its Q2 2025 earnings conference call on August 7, 2025, featuring key executives discussing business performance and financial results.
Forward-Looking Statements Disclaimer: The company emphasized that forward-looking statements made during the call are subject to risks and uncertainties, advising caution in relying on these predictions.
System1 (SST) Fiscal Q2 Revenue Tops 6%
Financial Performance: System1 reported a GAAP revenue of $78.1 million for Q2 2025, exceeding expectations despite a 17% year-over-year decline, with significant growth in its owned-and-operated products segment, which saw a 34% increase in revenue.
Market Uncertainty: The company withheld future financial guidance due to ongoing volatility in the advertising market and uncertainties with major partners like Google, while emphasizing operational efficiency and the integration of AI to enhance product offerings.
System1 to Report Second Quarter 2025 Financial Results
Financial Results Announcement: System1, Inc. will report its financial results for Q2 2025 on August 7, 2025, after the U.S. stock market closes, followed by a conference call at 5:00 PM ET to discuss the results.
Company Overview: System1 operates an advanced Responsive Acquisition Marketing Platform (RAMP) that focuses on privacy-centric marketing across various consumer verticals, aiming to build strong brands and deliver high-intent customers to advertising partners.
