EverQuote

Revenue and margin

Bars: revenue, $B (10-K). Years where the filing's revenue line isn't comparable are left out of the line.

What they told investors

“We're just continuing to look for maximum variable marketing dollars and serving the customer need to grow.”Jayme Mendal · 2026 Q2 · transcript

“With respect to the marketing mix, I guess the change that we've been talking about since the beginning of the year is the ramp of new traffic programs and traffic channels, particularly into some of the more higher funnel areas. So that continues.”Jayme Mendal · 2026 Q2 · transcript

“improving carriers' ability to optimize return on ad spend in our marketplace, resulting in budget increases and embedding our technology more directly in our clients' workflows”Jayme Mendal · 2026 Q1 · transcript

“We believe that the long-term thesis of insurance advertising spend shifting to digital channels remains firmly intact.”Joseph Sanborn · 2025 Q1 · transcript

What they see in the market

What its leaders and filings say about the ad market: its own ad business, or the channels advertisers use, since 2019; counts are statements, not spending.

• AI in marketing “Our Smart Campaigns AI bidding solution continues to scale, supporting customers' aggressive customer acquisition goals by helping them deploy marketing budgets more effectively and efficiently.” Jayme Mendal on the earnings call · Aug 10, 2026 · source
• Affiliate & lead gen · SEO & AI search “We believe EverQuote can provide carriers and agents with greater access to this traffic as paid advertising opens up and as we invest in content generation and technical integrations with LLM search platforms.” Jayme Mendal on the earnings call · May 6, 2026 · source
• Programmatic & display “Now we have turned that in through Smart Campaigns out to our carriers, and our carrier-facing teams now have to do a lot less manual campaign management on behalf of carriers.” Jayme Mendal on the earnings call · Nov 3, 2025 · source
• Measurement “The transparency of our marketplace, as well as the campaign management tools we offer, make it easy for insurance carriers and third-party agents to evaluate the performance of their marketing spend on our platform and manage their own return on investment.” 10-K · Feb 25, 2022 · source
• Linear TV “I think over time as some of those commitments to mass media roll through, that's when other advertising sources will see reductions and that's also -- that also might be a little bit of a tailwind for us going into 2022 in terms of carrier demand.” John Wagner on the earnings call · Nov 1, 2021 · source

Peers