EverCommerce Inc. Q1 FY2026 earnings call

• 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.

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.

• 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.

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.

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.