EarningsQ3 2025 Earnings Report

Aterian (ATER) Q3 2025 Earnings Report

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Previous Report: Q2 2025

Next Report: Q4 2025

MX:ATER Q3 2025 EPS Results

Actual EPS-$5.09

Consensus EPS-$11.45

Beat/MissBeat by +$6.36

One Year Ago EPS-$4.54

MX:ATER Q3 2025 Revenue Results

Actual Revenue$345.77M

Expected Revenue$361.35M

Beat/MissMissed by -$15.58M

YoY Revenue Growth-27.51%

Earnings Announcement Details

QuarterQ3 2025

Date11/13/2025

TimeAfter Close

Conference CallThursday, November 13, 2025

MX:ATER Upcoming Earnings

Aterian's next earnings date is estimated for November 16, 2026, based on past reporting schedules.

Q3 2025 Earnings Call Audio

MX:ATER Q3 2025 Earnings Call

0:00 / 0:00

Q3 2025 Earnings Slide Deck

No slide deck is available for this earnings event.

Q3 2025 Earnings Call Summary

Q3 2025

Earnings Call Date:Nov 13, 2025|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call presented a mixed outlook. While Aterian showed significant improvements in contribution margin and cost reductions, the company faced substantial challenges, including a notable decline in net revenue attributed to tariff impacts and decreased consumer spending. The strategic initiatives, such as AI implementation and expansion into new sales channels, indicate positive steps forward, but the overall financials reflect ongoing difficulties.

Company Guidance

During Aterian, Inc.'s Q3 2025 earnings call, the company provided guidance for the remainder of the fiscal year and beyond, emphasizing a focus on navigating the challenging tariff environment and positioning for growth in 2026. Net revenue for Q3 2025 was reported at $19 million, marking a 2% decrease from the previous quarter and a 27.5% decline compared to Q3 2024. The contribution margin improved by over 700 basis points from Q2 2025 to over 15%, and the adjusted EBITDA loss narrowed by over 80%, reaching just over $400,000. The company aims to achieve net revenue of $36 million to $38 million and an adjusted EBITDA ranging from breakeven to a $1 million loss for the six months ending December 31, 2025. Aterian has made strategic moves in cost reduction, supply chain diversification, and product launches, particularly in consumables sourced from the US, to mitigate the impact of tariffs and improve profitability. Looking ahead, the company plans to expand its marketplace channels and leverage AI for operational efficiency, with a renewed focus on sustainable growth and profitability in 2026.

Improved Contribution Margin

Q3 2025 contribution margin improved by over 700 basis points from Q2 2025, back to over 15%.

Adjusted EBITDA Loss Reduction

Adjusted EBITDA loss improved by over 80% versus Q2 2025, indicating effective cost management.

Successful Cost Reduction Initiatives

Fixed cost reduction initiative secured approximately $5.5 million in annualized savings, primarily from headcount reductions and vendor savings.

AI Implementation in Customer Experience

AI deployment led to a 30% improvement in service level performance and a 20% improvement in talk time, earning the Genesys Orchestrator's Innovation Award.

Expansion into New Sales Channels

Expanded marketplace channels with additions like Home Depot, Best Buy, and Bed Bath and Beyond.

MX:ATER Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 16, 2026	2026 (Q3)	- / -	-5.09	―
Aug 10, 2026	2026 (Q2)	- / -0.98	-11.452	91.43% (+10.47)
May 12, 2026	2026 (Q1)	- / -12.60	-9.453	-33.27% (-3.14)
Mar 05, 2026	2025 (Q4)	- / -14.42	-3.272	-340.56% (-11.14)
Nov 13, 2025	2025 (Q3)	-11.45 / -5.09	-4.545	-12.00% (-0.55)
Aug 13, 2025	2025 (Q2)	-9.82 / -11.45	-9.453	-21.15% (-2.00)
May 14, 2025	2025 (Q1)	-12.54 / -9.45	-13.815	31.58% (+4.36)
Mar 18, 2025	2024 (Q4)	-9.36 / -3.27	-21.814	85.00% (+18.54)
Nov 11, 2024	2024 (Q3)	-9.94 / -4.54	-17.451	73.96% (+12.91)
Aug 08, 2024	2024 (Q2)	-12.85 / -9.45	-98.162	90.37% (+88.71)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed