Investing.com Reports Q4 Earnings Miss Amid Data Breach Fallout Investing.com disclosed weaker-than-expected fourth-quarter results, with adjusted earnings per share (EPS) of -$0.01 falling short of the $0.04 analyst estimate and revenue of $8.84 billion, below the projected $9.26 billion. The company attributed the financial underperformance to a December data incident involving a former employee who illegally accessed over 33 million user accounts, disrupting revenue growth, active customer metrics, and profitability. Despite the breach’s impact, revenue rose 11% year-over-year (YoY) (14% on a constant-currency basis) to $8.84 billion, driven by an 8% YoY increase in Product Commerce segment revenue ($7.4 billion) and a 32% YoY surge in Developing Offerings ($1.4 billion). However, adjusted EBITDA dropped to $267 million, with margins shrinking 226 basis points to 3.0%. The company noted that growth impacts have stabilized and are showing early signs of recovery in Q1 2026. Active Product Commerce customers reached 24.6 million, up 8% YoY, while the segment’s adjusted EBITDA rose to $567 million (7.7% margin). The Developing Offerings segment, however, posted a $300 million adjusted EBITDA loss, widening by $182 million YoY. For 2025, total revenue climbed 14% YoY to $34.5 billion, with adjusted EBITDA of $1.5 billion (4.3% margin). Operating cash flow was $1.8 billion, though free cash flow declined $489 million YoY to $527 million, largely due to the breach’s effect on working capital and higher capital expenditures. The company repurchased 5.9 million shares in Q4 ($162 million) and 8.8 million shares for the year ($243 million). Third-party cybersecurity firms confirmed that the exposed data was limited to basic contact and order information, with no financial details, passwords, or government-issued IDs compromised. Following the announcement, Investing.com’s shares fell 3% in after-hours trading.