Yext vs Yotpo

10-Q Financial Filing Analysis for Yext (2026-09-01)

Yext, Inc. reported its financial results for the second quarter and six months ended July 31, 2026. For Q2 fiscal 2027, total revenue decreased 2% year-over-year to $111.1 million, driven by customer attrition despite contributions from acquired businesses. GAAP net income fell to $13.1 million ($0.13 per share) compared to $26.8 million ($0.22 per share) in the prior-year quarter, primarily due to prior-year favorable fair value adjustments on Hearsay contingent consideration. On a non-GAAP basis, net income rose to $21.2 million from $16.3 million, and Adjusted EBITDA expanded to $34.0 million from $26.4 million, benefiting from ongoing operational discipline and headcount reductions. During the first half of the fiscal year, Yext returned significant capital to shareholders via a $140.0 million self-tender offer and ongoing share repurchases, financed in part by a $50.0 million delayed draw term loan.

• Total revenue for Q2 FY2027 was $111.1 million (down 2% YoY), with GAAP net income at $13.1 million and Adjusted EBITDA reaching $34.0 million.
• Annual Recurring Revenue (ARR) as of July 31, 2026, stood at $440.8 million, down 1% YoY, with enterprise customers ($50k+ ARR) growing 2% to $405.9 million.
• Completed a $140.0 million modified Dutch auction tender offer repurchasing 24.35 million common shares at $5.75 per share, partially funded by a $50.0 million term loan draw.

Yext Launches Multiplayer Agent Harness for Marketing

Yext, Inc. announced the launch of a multiplayer agent harness for marketing teams, expanding its agentic marketing platform Scout. The new harness provides a shared, context-rich workspace where corporate teams, field teams, partners, and AI agents collaborate on the same goals. This addresses the problem that AI agents have improved productivity but not necessarily business outcomes, with only 37% of respondents reporting positive enterprise EBIT contribution despite 80% productivity gains, according to McKinsey. Yext's CEO emphasizes the importance of combining human judgment with AI agents that carry historical context and brand knowledge. Scout continuously monitors a brand's presence across search, listings, reviews, and social surfaces, bringing attention to issues and actions. The agent harness is live today with Yext account teams.

• Yext announced a multiplayer agent harness for marketing teams.
• The agent harness is part of the Scout agentic marketing platform.
• Scout monitors brand presence across search, listings, reviews, and social.

Promptwatch CEO on Generative Engine Optimization (GEO)

Promptwatch founder and CEO Gijs de Groot discusses how search behavior is shifting from traditional engines like Google to AI-driven systems, and why brands must optimize across a broader information ecosystem—what he calls Generative Engine Optimization (GEO). Promptwatch, founded in March 2025, offers a platform that measures brand visibility in AI dialog systems, uses CDN log data and other signals to recommend technical and editorial optimizations, and has introduced a new solution called "Agentic AI Search Optimization" that can apply optimizations automatically. De Groot stresses the continuing importance of owned websites, high-quality content, and trusted sources while warning against mass low-quality AI content and an exclusive reliance on LLM-centered strategies.

• Promptwatch was founded in March 2025.
• Promptwatch offers a platform to optimize brand visibility in AI-driven dialog systems and to measure visibility in language-model answers.
• Promptwatch's entry packages start at €85 per month; the company also offers business licenses and enterprise solutions.

Commerce Teams Don’t Need More Data. They Need Better Answers.

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