MediaAlpha

Revenue and margin

Bars: revenue, $B (10-K). Line: operating margin. Years where the filing's revenue line isn't comparable are left out of the line.

What they told investors

“And that obviously, has a profound effect on the return on ad spend that we're able to deliver for carriers and the yield that we're able to deliver for publishers.”Steven Yi · 2026 Q2 · transcript

“Lastly, we're leveraging predictive AI throughout our marketplace to better target consumers and improve return on ad spend for our carriers and yield for our publishers.”Steven Yi · 2026 Q2 · transcript

“During the quarter, we were pleased to see a significant strategic shift by a leading LLM to place greater emphasis on advertising monetization to support the consumer product.”Steven Yi · 2026 Q1 · transcript

“Moving forward, I am encouraged by the productive conversations we are having with a growing number of leading carriers about further leveraging our trusted infrastructure and AI targeting capabilities to maximize return on ad spend and gain market share.”Steven Yi · 2026 Q1 · transcript

“That effectively means a lot of distribution costs that agent-based carriers were incurring are starting to shift from agent commissions into advertising dollars, which is a net positive for our industry and clearly a net positive for us.”Steven Yi · 2026 Q1 · transcript

“This allows us to price traffic more granularly, improving publisher yield while simultaneously delivering strong return on ad spend for carriers and agents.”Steven M. Yi · 2025 Q4 · transcript

Peers