Fluent, Inc. (FLNT) Earnings Call Transcripts
Fluent, Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of 2026, Fluent, Inc. (FLNT:US) reported total revenue of $44.9 million, a decline of 19% year-over-year, primarily due to the divestiture of its Call Solutions business. However, excluding this impact, revenue was down only 3% year-over-year. The standout performer was the Commerce Media Solutions segment, which achieved $25.9 million in revenue, reflecting a remarkable 104% growth year-over-year and now constitutes 58% of total revenue. Management maintained guidance for double-digit revenue growth for the full year 2026, driven by the ongoing expansion of Commerce Media Solutions and improving margins as the year progresses.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | $44.9 million (miss) |
| Commerce Media Solutions Revenue | $25.9 million (beat) |
| Gross Profit | $10 million (miss) |
| Adjusted EBITDA | $-3.6 million (miss) |
| Net Loss | $-5.4 million (positive) |
| Operating Expenses | $12.3 million (positive) |
Guidance from management
Management expects double-digit year-over-year revenue growth for 2026, driven by the acceleration of Commerce Media Solutions and improving margins as the year progresses.
What management said
It is spot on there. That is our best sales strategy is to have our current partners talk to our prospects and partners. And that is absolutely why we like our land and expand. We make sure we get results. We make sure that partner is incredibly satisfied and then we use them. And they're actually sometimes they're willing to talk. So yes, they all talk to each other, CMO market retail media network heads of that, th...
What analysts pressed on
Analysts expressed concerns about the pricing dynamics within the Commerce Media segment and the impact of promotional incentives on margins. There were also questions regarding the timeline for scaling new verticals and the competitive landscape affecting customer acquisition.
Main topics on the call
- Commerce Media Solutions Growth — Commerce Media Solutions revenue reached $25.9 million, marking a 104% increase year-over-year and accounting for 58% of total revenue. Management stated, "Q1 is proof that our strategy is winning," highlighting the segm...
- Impact of Divestiture — The divestiture of the Call Solutions business resulted in a reported revenue decline of 19% year-over-year. Management clarified that excluding this impact, revenue was down only 3%, indicating resilience in the core bu...
- Gross Profit Trends — Total gross profit was $10 million, a decrease of 12% year-over-year, with Commerce Media gross profit growing 78%. Management expects gross margins on Commerce Media Solutions to return to the mid-20s as new partnership...
- Cost Discipline — Operating expenses decreased to $12.3 million from $16.1 million in the prior year, reflecting continued cost discipline. Management emphasized that "our cost discipline is holding," which is crucial for improving adjust...
Read the full Fluent, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Fluent, Inc.
Fluent, Inc. (FLNT) is a publicly listed company in the Media industry, within the Communication Services sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 31 calls on record spanning March 12, 2020 to August 10, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 31 Fluent, Inc. earnings call transcripts on record, spanning March 12, 2020 to August 10, 2026. Based on this history, Fluent, Inc. reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- FLNT
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Communication Services
- Industry
- Media
- Calls on record
- 31
- First call
- March 12, 2020
- Most recent
- August 10, 2026
- Reporting cadence
- quarterly