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Earnings analysis · 10-Q

BZFD earnings analysis

Filed May 11, 2026 · Our reading of the company's report

The latest report

BuzzFeed's Q1 2026 results show a significant revenue decline of 12% from Q1 2025 to $31.6 million, missing analysts' expectations of $35.08 million. EPS was reported at -0.40, worse than the estimate of -0.27.…

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BuzzFeed's Q1 2026 results show a significant revenue decline of 12% from Q1 2025 to $31.6 million, missing analysts' expectations of $35.08 million. EPS was reported at -0.40, worse than the estimate of -0.27. Management cited ongoing macroeconomic pressures as a headwind impacting its advertising revenue, which decreased by 20%.

Read the original on SEC.gov

Where revenue came from

The business segments reported by the company.

Advertising revenue 54.3% Content revenue 23.8% Commerce revenue 21.9%

Shares of the segments disclosed in this filing, largest first.

Reported figures

Earnings per share
$-0.4

What stood out

  • Revenue Misses Estimates

    Q1 revenue of $31.6 million missed consensus estimates of $35.08 million.

  • Decreased Advertising Revenue

    Advertising revenue declined 20% year-over-year to $17.1 million.

  • Content Revenue Growth

    Content revenue rose 69% year-over-year to $7.5 million, boosted by new campaigns.

  • Stable Operating Expenses

    Total operating expenses decreased from $49.8 million in Q1 2025 to $45.0 million.

  • Cash Flow Positive

    Operating cash flow increased to $2.7 million from $1.3 million in Q1 2025.

  • Promissory Note Issued

    Management has entered into a $100 million promissory note as part of a strategic transaction.

What to watch

  • Increased Operational Loss

    Net loss increased to $15.1 million from $12.5 million in Q1 2025.

  • Liquidity Concerns Ahead

    Unrestricted cash balance is only $6.8 million against an accumulated deficit of $694.7 million.

  • Pending Stock Purchase Uncertainty

    Transaction with Allen Family Digital could distract management and affect operations.

Management's outlook

Management anticipates continued pressure on advertising revenue in 2026.

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.