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INVESTOR PRESENTATION - FY27 - Q1 NASDAQ : QNST FOSTER CITY , CA Powering the performance marketing channel Qs QuinStreet QS
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Safe Harbor Statement QuinStreet · FY27 Investor Presentation 02 / 15 These slides and the accompanying oral presentation contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934 that involve risks and uncertainties. All statements other than statements of historical facts in these slides and the accompanying oral presentation, including statements regarding our anticipated financial results, growth, strategic and operational plans and results of analyses on impairment charges, are forward-looking statements. Words such as “believe,” “may,” “might,” “objective,” “estimate,” “continue,” “anticipate,” “project,” “intend,” “will,” “outlook,” “should,” “could,” “plan,” “future,” “expect,” “predict,” “potential,” or the negative of these terms or other similar expressions, are intended to identify forward- looking statements. These forward-looking statements include the statements in quotations from management in this press release, as well as any statements regarding the Company's anticipated financial results, growth and strategic and operational plans. The Company's actual results may differ materially from those anticipated in these forward-looking statements. Factors that may contribute to such differences include, but are not limited to: the Company’s ability to maintain and increase client marketing spend; the Company's ability, whether within or outside the Company’s control, to maintain and increase the number of visitors to its websites and to convert those visitors and those to its third-party publishers' websites into client prospects in a cost-effective manner; the Company's exposure to data privacy and security risks; the impact from risks and uncertainties relating to the COVID-19 pandemic and its aftermath; the impact of changes in industry standards and government regulation including, but not limited to investigation or enforcement activities of the Federal Trade Commission and other regulatory agencies; the impact of changes in our business, our industry, and the current economic and regulatory climate on the Company’s quarterly and annual results of operations; the Company's ability to compete effectively against others in the online marketing and media industry both for client budget and access to third-party media; the Company’s ability to protect our intellectual property rights; and the impact from risks relating to counterparties on the Company's business. More information about potential factors that could affect the Company's business and financial results are contained in the Company's annual reports on Form 10-K and quarterly reports on Form 10-Q as filed with the Securities and Exchange Commission, and other factors that may not be known to us. Because forward-looking statements are inherently subject to risk and uncertainties, some of which cannot be predicted or quantified and some of which are beyond our control, you should not rely on these forward-looking statements as predictions of future events. The events and circumstances reflected in our forward-looking statements may not be achieved or occur and actual results could differ materially from those projected in the forward-looking statements. Except as required by law, the Company does not plan to publicly update or revise any forward-looking statements contained herein, whether as a result of any new information, future events, changed circumstances or otherwise.
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QuinStreet · FY27 Investor Presentation 03 / 15 Mission Statement Be the premier performance marketplace & technology provider to the financial services and home services industries. Continue to be the lead innovator in performance marketing, the business we pioneered.
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QuinStreet · FY27 Investor Presentation 04 / 15 QuinStreet at a Glance 1999Founded in 2001Profitable since Billions of dollars in marketing campaigns Thousands of media partners $1BOver in revenue Strong cash flow and balance sheet Performance Marketing. Verified. Scaled. Trusted. For more than two decades, QuinStreet has been a trusted customer acquisition engine for some of the biggest brands and most competitive industries in the world. As a pioneer in performance-based digital marketing, QuinStreet connects millions of in-market consumers with the brands that serve them best — with precision, transparency, and measurable ROI. $100MOver in Adj. EBITDA
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Insurance Client Marketers Home Services Loans & Credit Solutions Credit Cards Banking Large media partners AI-Driven LLMs In-Market” Consumers in Digital Media Targeted web publishers SEM/SEO AEO/GEO (AI Search) Email & SMS Call Center Social, Display, Native Making Media Efficient in the World’s Biggest Channel QuinStreet · FY27 Investor Presentation 05 / 15 FINDING SOLUTIONS BETTER/FASTER MATCHING TECHNOLOGIES MEDIA BUYING POWER MAXIMIZING MEDIA YIELD/EFFICIENCY MEDIA & CLIENT INTEGRATIONS ACCESS & SCALE UNSURPASSED, EXPENSIVE, DATA DRIVEN EXPERIENCE CURVE PERFORMANCE CONSTANTLY OPTIMIZING MEDIA YIELD AND MONETIZATION “ COMPLIANCE
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Why Marketing Clients Choose Us QuinStreet · FY27 Investor Presentation 07 / 15 Proven Results. We have over two decades worth of performance-based results driven by our know-how on what works for clients, consumers, and us – built on billions of dollars in media spend. 01 Scale and Reach. We deliver big volumes for our clients through our access to millions of ready-to-transact consumers across our owned-and operated properties as well as thousands of media partners across the digital landscape. 02 Performance-driven model. We only get paid if we deliver for our clients — and we only get paid commensurate to the value we provide. 03 End-to-end compliance. Especially in insurance, finance, and other regulated spaces — our systems were built with compliance first, not bolted on. 04
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L O A N S & C R E D I T S O L U T I O N S I N S U R A N C E I N S U R A N C E I N S U R A N C E H O M E S E R V I C E S H O M E S E R V I C E S B A N K I N G C R E D I T C A R D S Big Media Brands Across Our Verticals HIGH-VALUE OWNED & OPERATED EXAMPLES QuinStreet · FY27 Investor Presentation 08 / 15
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0 1 Massive store of proprietary data generated from billions of dollars of media spend 0 3 Thousands of proprietary workflows 0 2 Massively scalable proprietary sophisticated technology stack 0 4 Thousands of proprietary integrations with clients and media 0 5 Hundreds of engineers and technical product employees 0 6 Millions of permutations of dynamic campaign and marketplace variables Deep Competitive Advantages QuinStreet · FY27 Investor Presentation 09 / 15 A fast and effective developer and adopter of leading-edge AI technologies and tools, we launched our first AI Algorithm in 2008.
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An AI Winner Performance and Productivity Even more powerful optimization algorithms New and updated carrier rates faster More and better ads or creative, and resulting in faster campaign launches AI-enabled natural language analytics Dramatically improved software coding productivity Dramatic increase in revenue from our proprietary campaigns on Google as AI Overviews have expanded rapidly An early participant in OpenAI’s advertising platform (live in both Insurance and Home Services) Improving consumer conversions in media and client campaigns through the use of conversational AI and other AI tools in interactions with in-market consumers. Revenue Opportunities QuinStreet · FY27 Investor Presentation 10 / 15 We are expanding the application of AI to multiple of areas of the business. EXAMPLES
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Big Addressable Markets $ IN BILLIONS U.S. Financial Services Digital Ad Spend, 2019–2026 +20% CAGR · 2019 – 2026 $17.44 '19 $20.99 '20 $24.49 '21 $27.63 '22 $30.75 '23 $36.90 '24 $44.28 '25 $53.14 '26 Source: Statista Research Department (07-Jul-2022); QNST Analysis; Angi, The Economy of Everything Home $ IN BILLIONS Home Services Market Potential $ 5 2 2 B + A n n u a l l y Home Services: Maintenance, Repairs, Remodel, Renovation $ 7 5 B + A n n u a l l y Based on 15% Cost of Marketing Tolerance QuinStreet · FY27 Investor Presentation 11 / 15 TAM MKTG SPEND
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Financials — Growing Revenue & Expanding Margins QuinStreet · FY27 Investor Presentation 12 / 15 Revenue as of 2027 35% 65% F i n a n c i a l S e r v i c e s H o m e S e r v i c e s $614 $20 $1,094 $1,294 $81 $112 R e v e n u e ( i n m i l l i o n s ) A d j . E B I T D A ( i n m i l l i o n s ) 2024 2025 2026
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Investment in Growth Initiatives Working Capital Less than 1% of Revenue Capital Expenditures Investing in Core Business Growth Acquisitions HomeBuddy, Modernize, AquaVida, AmOne Targeted Acquisitions & Industry Consolidation Share Repurchases Over $100 Million completed; $40 Million New Authorization Returning Capital to Shareholders Capital Deployment Framework QuinStreet · FY27 Investor Presentation 13 / 15
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Key Growth Initiatives 01 Scaling Nine-Figure Businesses in Big Markets: Insurance, Home Services, & Credit-Driven Verticals 02 Continuing to Grow Digital and Client Wallet Share 03 Expanding Footprint to Capture More Budget, Access More Media, and Increase Yield 04 Continue to Develop Industry Best Technologies QuinStreet · FY27 Investor Presentation 14 / 15
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Key Investment Highlights 01 Digital Performance Marketplace Platform 02 Unique & Strong Competitive Advantages 03 Huge Markets & Expansion Opportunities 04 Massive Shift to Online and Performance Marketing 05 Growing Revenue & Expanding Margins 06 Strong Cash Flow & Balance Sheet QuinStreet · FY27 Investor Presentation 15 / 15