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Fluent (FLNT) investor relations material
Fluent Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary19 Aug, 2025
Executive summary
Q2 2025 revenue declined 24% year-over-year to $44.7 million, with net loss improving to $7.2 million from $11.6 million last year; H1 2025 revenue was $99.9 million, down 20% year-over-year.
Commerce Media Solutions revenue grew 121% year-over-year to $16.1 million in Q2, now 36% of total revenue, with annual run rate exceeding $80 million.
Declines in owned and operated revenue were driven by regulatory headwinds, FTC Consent Order compliance, and reduced media channel diversification.
The company raised $10.3 million in equity after the quarter to support growth and address liquidity needs.
Strategic shift to commerce media is expected to drive future growth, with new partners and expanded e-commerce channels.
Financial highlights
Q2 2025 gross profit was $10.3 million (23% margin), down 18% year-over-year; media margin was $11.9 million (26.7% margin), flat year-over-year.
Commerce Media Solutions gross profit rose 43% to $2.9 million (18% margin); media margin up 45% to $3.2 million (20% margin).
Adjusted EBITDA loss improved to -$2.8 million in Q2 from -$4.5 million last year; adjusted net loss was $5.8 million ($0.24/share), improved from $7.3 million ($0.47/share).
Cash, cash equivalents, and restricted cash totaled $7.3 million as of June 30, 2025.
Net long-term debt at June 30, 2025 was $19.9 million, down from $31.9 million at year-end 2024.
Outlook and guidance
Commerce Media Solutions expected to continue triple-digit growth in 2025 and become the majority revenue contributor in H2 2025.
Expects adjusted EBITDA profitability in Q4 2025 and for the full year 2026, with double-digit consolidated revenue growth.
Plans to leverage AI and first-party data to improve monetization and gross margin.
Management continues to focus on cost reductions, workforce realignment, and potential divestitures to meet cash flow requirements.
Detail CMS margin recovery drivers
Explain O&O's long-term strategic role
Describe new CMS loyalty and post-event solutions
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Fluent Inc. is a data-driven digital marketing company that specializes in customer acquisition, engagement, and retention solutions. The company leverages proprietary data analytics and performance-based marketing strategies to connect brands with targeted consumers across various digital channels. Fluent serves clients in industries such as e-commerce, financial services, healthcare, and entertainment. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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