EverCommerce Inc. (EVCM) Earnings
EverCommerce Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.16. EVCM has beaten EPS estimates in 1 of its last 11 reported quarters (average surprise +75.3% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.14 | $0.04 | -71.9% | $147M | +0.2% |
| Mar 12, 2026 | $0.05 | $0.03 | -27.0% | $151M | +0.7% |
| Nov 6, 2025 | $0.03 | $0.03 | +0.0% | $147M | -1.7% |
| Aug 6, 2025 | $-0.01 | $0.03 | +400.0% | $148M | +0.0% |
| May 8, 2025 | $0.04 | $0.01 | -75.0% | $142M | -2.7% |
| Mar 13, 2025 | $0.02 | $-0.07 | -450.0% | $175M | +16.9% |
| May 9, 2024 | $-0.06 | $-0.09 | -50.0% | $170M | +4.9% |
| Mar 14, 2024 | $-0.09 | $-0.12 | -28.4% | $169M | -1.7% |
| Mar 15, 2023 | $0.09 | $-0.04 | -144.4% | $162M | +2.0% |
| Nov 10, 2022 | $0.09 | $-0.04 | -144.4% | $158M | -1.3% |
| Mar 14, 2022 | $0.07 | $-0.01 | -114.3% | $136M | +4.0% |
| Jul 6, 2021 | — | $-0.08 | — | $105M | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Had a strong start to the year, focused on investing in AI and go-to-market capabilities. - Cross-sell motion expanded with 32% growth in customers utilizing more than one solution. - Shared customer examples of AI use cases: Coast to Coast HTM using Service Fusion and ZyraTalk AI integration, and a solo orthopedic surgeon in EverHealth using AI scribe. - Multi-product adoption remains a key growth driver, with multi-product customers generating higher revenue, stronger retention, and expanded wallet share. - Payment strategy focuses on enabling payments at SaaS sale and driving cross-sale, with top six solutions showing strong TPV and payments revenue growth.
Guidance
- Q2 2026: Expected total revenue of $150.5 million to $153.5 million and adjusted EBITDA of $41 million to $43 million. - Full year 2026: Reiterates previous guidance with revenue of $612 million to $632 million and adjusted EBITDA of $183 million to $191 million.
Segment performance
In the first quarter, EverCommerce generated revenue of $147.5 million, with adjusted EBITDA of $40.7 million. Subscription and transaction revenue, the primary recurring revenue base, was $142.1 million. Proforma revenue, adjusted for the acquisition of ZyraTalk, was $596 million on an LTM basis. The two verticals EverPro and EverHealth represent approximately 95% of consolidated revenue.
Risks & headwinds
No detailed specific risk discussion in the transcript beyond the general safe harbor statement noting that actual results may differ from forward-looking statements due to risks and uncertainties in SEC filings.
Analyst Q&A
Q: Great to see the customer example leveraging ZaraTalk. Talk about cross-selling ZaraTalk into the overall customer base.
A: Matt mentions ZaraTalk is a foundational capability integrated into customer-facing use cases, already integrated with Service Fusion and BrioStack ahead of schedule, with great customer reception and internal experimentation in areas like AI-driven surveys.
Q: On new customer velocity and top of funnel trends.
A: Evan and Matt discuss strong demand, sales cycles trending down, shift to more outbound, stable demand for EverPro, and maturation of EverHealth and EverPro businesses.
Q: How thinking about cadence of share repurchases.
A: Brad says share repurchase program is set on schedule, re-purchasing shares is accretive use of capital.
Q: On EverHealth AI Scribe adoption and differentiation.
A: Bill is told differentiation is the great integrated solution, robust roadmap, large opportunity, and doubling of customer ARPU with products like Scribe and payments.