Mediaalpha Inc
NYSE:MAX
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Mediaalpha Inc
MediaAlpha, Inc. is a marketing technology company that helps insurance carriers and distributors target and acquire customers through technology and data science. The company is headquartered in Los Angeles, California and currently employs 149 full-time employees. The company went IPO on 2020-10-28. The Company’s technology platform brings insurance carriers and consumers together through a real-time and transparent ecosystem. Its platform is a set of predictive analytics algorithms, which incorporates various variables to generate conversion probabilities for each unique consumer. The Company’s platform allows buyers to fully integrate first-party consumer data to enhance targeting parameters, bidding granularity and conversion tracking. Its search and conversion datasets enable automated, algorithmic customer acquisition optimizations. The Company’s search and conversion datasets enable automated, algorithmic customer acquisition optimizations. The company offers a self-service model, which enables its partners to directly manage the buying and selling process independently.
MediaAlpha, Inc. is a marketing technology company that helps insurance carriers and distributors target and acquire customers through technology and data science. The company is headquartered in Los Angeles, California and currently employs 149 full-time employees. The company went IPO on 2020-10-28. The Company’s technology platform brings insurance carriers and consumers together through a real-time and transparent ecosystem. Its platform is a set of predictive analytics algorithms, which incorporates various variables to generate conversion probabilities for each unique consumer. The Company’s platform allows buyers to fully integrate first-party consumer data to enhance targeting parameters, bidding granularity and conversion tracking. Its search and conversion datasets enable automated, algorithmic customer acquisition optimizations. The Company’s search and conversion datasets enable automated, algorithmic customer acquisition optimizations. The company offers a self-service model, which enables its partners to directly manage the buying and selling process independently.
Record Quarter: MediaAlpha posted record Q3 results, with strong growth in its P&C insurance vertical fueling performance.
P&C Momentum: Transaction value in P&C rose 41% YoY, supported by increased marketing spend from leading auto insurance carriers.
Headwinds in Health: Health insurance vertical declined 40% YoY due to a reset in the under-65 segment, as expected.
Q4 Guidance: Q4 transaction value expected between $620M–$645M (up 27% YoY), but Q4 revenue is guided down 4% YoY due to mix shift.
Take Rate Outlook: Take rate expected to be about 7% in Q4 and early 2026, with future upside as demand broadens.
Share Buyback: Company repurchased about 5% of outstanding shares for $32.9M and authorized a new $50M share repurchase program.
Soft Market Cycle: Management expects several years of tailwind as the insurance industry enters a long soft market phase with growing carrier ad spend.
