NRDS · Nerdwallet, Inc. · Earnings Call Transcripts & Audio
$8.78
+0.24 (+2.81%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$543.35M
Shares
63.92M
Volume · Sep 30
650.17K
Avg daily vol (3M)
690.23K
Nerdwallet, Inc. Earnings Call Transcripts
Quarterly earnings calls for Nerdwallet, Inc. (NRDS), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲44.8%
$142.60M
$700,000
'22 Q3
22-11-02
▲42.7%
$142.00M
$8.90M
'22 Q4
23-02-14
▲31.4%
$169.60M
$1.70M
'23 Q1
23-05-02
▲14.5%
$143.30M
−$10.70M
'23 Q2
23-08-02
▲7.2%
$152.80M
−$500,000
'23 Q3
23-10-26
▼5.8%
$133.70M
−$2.30M
'23 Q4
24-02-14
▼4.5%
$161.90M
$1.10M
'24 Q1
24-04-25
▲5.1%
$150.60M
−$9.40M
'24 Q2
24-07-31
▲25.2%
$191.30M
$100,000
'24 Q3
24-10-29
▲37.5%
$183.80M
$38.60M
'24 Q4
25-02-19
▲29.2%
$209.20M
$200,000
'25 Q1
25-05-06
▲24.1%
$186.90M
$8.20M
'25 Q2
25-08-07
▲12.4%
$215.10M
$26.30M
'25 Q3
25-11-06
▲22.6%
$225.40M
$14.00M
'25 Q4
26-02-25
▲6.2%
$222.20M
$20.40M
'26 Q1
26-05-06
LATEST
▲5.6%
$197.30M
$4.30M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Nerdwallet, Inc. (NRDS) Q2 2026 Earnings Call Transcript
Positive tone
AI transition and LLM traffic
Incremental marketing investment and payback
Vertical integration and owned audience strategy
Revenue
$197.30M
▲ 5.6% YoY Diluted EPS
$0.07
▼ 36.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Nerdwallet, Inc. (NRDS) Q1 2026 Earnings Call Transcript
Positive tone
Vertical integration / long-term investments
Auto insurance partner monetization pressure
Profitability and operating leverage
Revenue
$222.20M
▲ 6.2% YoY Diluted EPS
$0.29
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Nerdwallet, Inc. (NRDS) Q4 2025 Earnings Call Transcript
Positive tone
Financial reporting change
Revenue performance and growth
Guidance
Revenue
$225.40M*
▲ 22.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Nerdwallet, Inc. (NRDS) Q3 2025 Earnings Call Transcript
Confident tone
Quarterly financial outperformance
Operational efficiency and margin
LLM / AI traffic channel
Revenue
$215.10M
▲ 12.4% YoY Diluted EPS
$0.34
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Nerdwallet, Inc. (NRDS) Q2 2025 Earnings Call Transcript
Positive tone
Insurance Vertical & Platform Transition
User Engagement & Registered Users
Capital Allocation
Revenue
$186.90M
▲ 24.1% YoY Diluted EPS
$0.11
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
Nerdwallet, Inc. (NRDS) Q1 2025 Earnings Call Transcript
Positive tone
Insurance business strength
Mortgage growth and Next Door Lending
Growth pillars: vertical integration and land & expand
Revenue
$209.20M
▲ 29.2% YoY Diluted EPS
$0.00
▼ 100% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
Nerdwallet, Inc. (NRDS) Q4 2024 Earnings Call Transcript
Positive tone
Insurance vertical
Vertical Integration strategy
Financial guidance and profitability
Revenue
$183.80M*
▲ 37.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Nerdwallet, Inc. (NRDS) Q3 2024 Earnings Call Transcript
Positive tone
Vertical integration and M&A
Credit cards decline
Organic search headwinds
Revenue
$191.30M
▲ 25.2% YoY Diluted EPS
$0.00
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Nerdwallet, Inc. (NRDS) Q2 2024 Earnings Call Transcript
Balanced tone
Insurance vertical strength
Organic search traffic headwinds
Loans and credit cards waiting on rate cuts
Revenue
$150.60M
▲ 5.1% YoY Diluted EPS
$-0.12
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Nerdwallet, Inc. (NRDS) Q1 2024 Earnings Call Transcript
Positive tone
SMB and vertical expansion
Insurance vertical strength
Brand and marketing efficiency
Revenue
$161.90M
▼ 4.5% YoY Diluted EPS
$0.01
▼ 50% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-14
Nerdwallet, Inc. (NRDS) Q4 2023 Earnings Call Transcript
Cautious tone
2024 outlook and double-digit growth target
Q4 outlook miss and credit cards/loans underperformance
Long-term growth pillars and market share
Revenue
$133.70M*
▼ 5.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Nerdwallet, Inc. (NRDS) Q3 2023 Earnings Call Transcript
Revenue
$152.80M
▲ 7.2% YoY Diluted EPS
$-0.01
▼ 200% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Nerdwallet, Inc. (NRDS) Q2 2023 Earnings Call Transcript
Revenue
$143.30M
▲ 14.5% YoY Diluted EPS
$-0.14
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Nerdwallet, Inc. (NRDS) Q1 2023 Earnings Call Transcript
Revenue
$169.60M
▲ 31.4% YoY Diluted EPS
$0.02
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-14
Nerdwallet, Inc. (NRDS) Q4 2022 Earnings Call Transcript
Revenue
$142.00M*
▲ 42.7% YoY
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Nerdwallet, Inc. (NRDS) Q3 2022 Earnings Call Transcript
Revenue
$142.60M
▲ 44.8% YoY Diluted EPS
$0.01
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-05
Nerdwallet, Inc. (NRDS) Q2 2022 Earnings Call Transcript
Revenue
$125.20M
▲ 36.7% YoY Diluted EPS
$-0.14
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Nerdwallet, Inc. (NRDS) Q1 2022 Earnings Call Transcript
Revenue
$129.10M
▲ 43.4% YoY Diluted EPS
$-0.16
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Nerdwallet, Inc. (NRDS) Q4 2021 Earnings Call Transcript
Revenue
$99.50M*
Rev · 3q
Audio
Transcript
Slides
8-K10-K
Showing 1–19 of 19 earnings calls