The chart below shows how YEXT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, YEXT sees a -3.94% change in stock price 10 days leading up to the earnings, and a +5.98% change 10 days following the report. On the earnings day itself, the stock moves by +1.23%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Revenue Growth with Acquisition: Our revenue grew 13% year-over-year with the inclusion of Hearsay Systems.
Stable Core Business Growth: The core Yext business is very stable and we're seeing growth contribution from Hearsay.
Cost Optimization Trends: We are seeing early signs of the extreme cost optimization moderating.
Improved Operating Efficiency: We are pleased with our operating results and are much more efficient business today.
Margin Profile Improvement: We expect our margin profile to improve further in Q4.
Negative
Decline in Recurring Revenue: The Direct ARR declined from Q2 into Q3 by approximately $1.5 million, indicating a downward trend in recurring revenue.
HearSay Revenue Decline: The revenue contribution from the HearSay business was $62.8 million in Q3, which is a decrease from previous quarters, suggesting a slowdown in growth.
Revenue Stagnation Analysis: The overall revenue for the company showed a slight decline from $312 million in Q2 to $313 million in Q3, indicating stagnation in revenue growth.
Customer Retention Challenges: The company is experiencing challenges in customer retention, with a noted decline in retention metrics over the past few quarters.
FX Rate Impact on Revenue: The FX rates have negatively impacted revenue guidance for Q4, suggesting potential challenges in achieving revenue targets.
Yext, Inc. (YEXT) Q3 2025 Earnings Call Transcript
YEXT.N
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