Marchex (NASDAQ: MCHX) reported second-quarter 2026 revenue of $11.002 million, falling short of the analyst consensus estimate of $11.200 million by 1.77 percent. The company’s revenue declined 5.60 percent year-over-year from $11.655 million recorded in the same period last year.

The miss against expectations highlights a contraction in top-line performance relative to market projections for the quarter. Despite the revenue decline, Marchex closed its previously announced acquisition of Archenia on July 1, 2026, creating a vertically focused, AI-driven customer acquisition and outcome-optimization platform.

Financial Performance

The company reported a net loss of $0.4 million or $(0.01) per diluted share for the second quarter of 2026, compared with net income of $0.1 million or $0.00 per diluted share for the second quarter of 2025. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) was $0.7 million for the quarter, compared with $0.6 million in the prior year period. Adjusted EBITDA included $1.0 million of reorganization and acquisition-related costs; before these costs, adjusted EBITDA was $1.7 million.

What the Numbers Show

The divergence between the reported figure and the consensus estimate underscores execution pressure or softer demand than anticipated by analysts. With revenue down 5.60 percent compared to the prior year, the company faces a dual challenge of reversing the year-over-year decline while closing the gap with current-quarter expectations. However, the inclusion of Archenia’s operations is expected to significantly alter this trajectory, as evidenced by the pro forma combined results which show higher revenue scale and improved adjusted EBITDA margins.

Pro Forma Combined Results & Outlook

Because the acquisition closed on July 1, 2026, Marchex’s reported second-quarter results do not include Archenia. The following supplemental unaudited pro forma results present the companies on a combined basis:

• For the first quarter of 2026, pro forma combined Revenue was $14.4 million and Adjusted EBITDA was a loss of $0.1 million, which includes $0.7 million of reorganization and acquisition-related costs. Adjusted EBITDA before those costs was $0.6 million.
• For the second quarter of 2026, pro forma combined Revenue was $15.5 million and Adjusted EBITDA was $1.0 million, including $1.0 million of reorganization and acquisition-related costs. Adjusted EBITDA before those costs was $2.0 million.

Looking ahead, the Company currently anticipates that pro forma combined financial results for the three months ending September 30, 2026 will be in the range of:

Strategic Updates

Russell Horowitz, Chairman of Marchex, stated that the acquisition advances the strategy of extending conversational intelligence capabilities from insights to actions and measurable outcomes. "By combining our first-party conversational data and analytics with Archenia’s customer-qualification and acquisition technology, we can deliver greater value to customers while expanding our revenue opportunities," Horowitz said.

Marchex plans to make selective investments in incremental sales and product development to support 2027 growth opportunities. Early customer adoption of combined solutions is encouraging, with presentations made to nearly one-third of the top 100 customers (which represent approximately 90% of revenue). About half of these have already purchased combined products on a recurring or paid pilot basis.

Examples of recent successful sales include:

• An existing home services client, representing approximately $500,000 in annualized analytics revenue, adopted Archenia’s AI-verified outcomes, increasing total annualized revenue from the customer to more than $1 million.
• An existing auto services customer, representing more than $300,000 in annualized analytics revenue, adopted a paid pilot program to improve sales agent behaviors at 40 retail locations, since expanding to more than 60 locations.
• An existing advertising/media customer, representing approximately $400,000 in annualized analytics revenue, launched a paid pilot program using Marchex’s Conversational AI Agent to improve call handling.

Marchex (NASDAQ: MCHX) will report its financial results for the second quarter ended June 30, 2026, on Wednesday, August 12, 2026. The company, which provides AI-powered conversational intelligence solutions, will post the earnings press release in the Press Center section of its corporate website at approximately 4:20 p.m. ET. This announcement sets the timeline for investors to review the latest operational and financial performance metrics for the period.

Following the publication of the results, Marchex management will host a conference call at 5:00 p.m. ET on August 12, 2026, to discuss the quarterly figures and provide an outlook for the business. A live webcast of the call will be available on the Investors section of the Marchex website. An archived version of the webcast will remain accessible two hours after the completion of the call, allowing stakeholders who cannot attend live to review the discussion at a later time.

Event Details

The earnings release will detail the company’s revenue, net profit, and other key financial indicators for the quarter ended June 30, 2026. Marchex harnesses AI and conversational intelligence to drive operational excellence and revenue acceleration for clients in B2B2C vertical markets. The upcoming report will offer insight into how these prescriptive analytics solutions are performing in the current market environment.

Investors can access the live webcast and subsequent archive via the Investors section of the Marchex website. The company also discloses material information through its corporate blog and social media channels, including X (@marchex). For further inquiries, Marchex Investor Relations can be contacted via email at ir@marchex.com , while corporate communications can be reached at pr@marchex.com .