Every material Form 8-K NERDWALLET, INC. has filed with the SEC since May 21, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
NerdWallet reported third quarter 2026 revenue of $239.6 million, up 11% from a year earlier, while GAAP net income fell 43% to $14.9 million, or $0.23 per diluted share. The company guided fourth quarter 2026 revenue to $191 million to $203 million, down 13% at the midpoint, and adjusted its full-year 2026 GAAP operating income expectation to $56 million to $62 million.
Q3 2026 revenue of $239.6 million, up 11% year over year; Consumer revenue $214.5 million, SMB revenue $25.1 million
Q3 GAAP income from operations of $19.4 million, down 44% from $34.4 million; diluted EPS $0.23 versus $0.34
Q4 2026 revenue guidance of $191 million to $203 million, down 13% at the midpoint; Q4 GAAP operating income guided to $2 million to $8 million
Cash and cash equivalents were $73.5 million at September 30, 2026, down from $120.6 million a year earlier
NerdWallet reported second-quarter 2026 revenue of $197.3 million, up 6% from a year earlier, while GAAP net income fell 48% to $4.3 million. The company gave third-quarter 2026 revenue guidance of $244-$260 million and adjusted its full-year 2026 GAAP operating income range to $65-$80 million and adjusted EBITDA range to $131-$147 million, so shareholders face mixed results of higher sales and lower profit.
Revenue of $197.3 million, up 6% year-over-year; consumer revenue rose 8% to $175.2 million while SMB revenue fell 11% to $22.1 million
GAAP net income of $4.3 million, or $0.07 per diluted share, versus $8.2 million, or $0.11, in the second quarter of 2025
Third-quarter 2026 guidance: revenue $244-$260 million, GAAP operating income $22-$30 million, adjusted EBITDA $39-$47 million
Full-year 2026 adjusted expectations: GAAP operating income $65-$80 million and adjusted EBITDA $131-$147 million
NerdWallet appointed Teresa Chia to its board effective May 22, 2026, filling the seat left open when Jennifer Ceran chose not to stand for re-election, and named her to the Audit Committee. At the same day's annual meeting, stockholders re-elected four directors and ratified Deloitte & Touche LLP as the auditor for 2026.
Teresa Chia joins the board effective May 22, 2026, filling the vacancy left by Jennifer Ceran and serving on the Audit Committee.
Chia will receive $50,000 in annual board cash pay and $10,000 for Audit Committee service, plus RSUs with a $185,000 target grant-date value, with a prorated annual RSU grant also at $185,000.
Tim Chen, Lynne M. Laube, Anthony Ling and Kenneth T. McBride were each elected to serve until the 2027 annual meeting.
Stockholders ratified Deloitte & Touche LLP for the year ending December 31, 2026, with 343,651,768 votes for and 154,224 against.
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