)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
System1 (SST) investor relations material
System1 Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue was $78.1M, down 17% year-over-year, with adjusted EBITDA up 18% to $11.7M and net loss improved to $17.5M; strong growth in owned products offset marketing volatility from Google network changes.
Products segment revenue grew 34% year-over-year, driven by Startpage, MapQuest, and CouponFollow, while marketing segment revenue declined 29% but showed sequential improvement.
Heavy investment in AI-powered agentic coding and automation accelerated product development and campaign launches, with 82,000 campaigns in Q2, up 100% from Q1.
Cost reductions in salaries, benefits, and SG&A contributed to a narrower operating loss and improved margins.
Leadership remains confident in long-term prospects, emphasizing undervaluation of the products segment and ongoing alignment with shareholders.
Financial highlights
Q2 2025 revenue: $78.1M (down from $94.6M in Q2 2024); adjusted gross profit: $41M, up 6% year-over-year; adjusted EBITDA: $11.7M, up 18% year-over-year.
GAAP gross profit: $27.9M, up 7% year-over-year; GAAP net loss: $17.5M, improved from $26.4M in Q2 2024.
Operating loss for Q2 2025: $15.9M, improved from $29.1M in Q2 2024.
Cash and cash equivalents at June 30, 2025: $63.6M; $50M available on revolving credit facility.
For the twelve months ending June 30, 2025: revenue $317M, adjusted gross profit $165M, adjusted EBITDA $52M (32% margin).
Outlook and guidance
No formal guidance for Q3 or full year due to ongoing volatility in the Google marketplace and online advertising demand.
Management expects O&O marketing declines to level off, with positive comps anticipated and focus on expanding partners and optimizing costs.
Management believes existing cash and cash flows are sufficient for at least the next twelve months.
Agentic coding external monetization?
Marketing segment growth post-Google volatility?
Product segment standalone valuation details.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next System1 earnings date
Q3 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
System1, Inc. is a technology company focused on operating an omnichannel customer acquisition platform. The company specializes in developing tools that use machine learning algorithms to acquire customers across various industries. It provides digital marketing and advertising solutions that optimize campaigns for businesses by using proprietary technology to analyze and manage large amounts of data. System1 serves clients in sectors such as e-commerce, insurance, and subscription services, aiming to connect advertisers with potential customers through multiple online channels. The company is headquartered in Los Angeles, California, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage