Overview

* Aterian Q3 2025 revenue declined yr/yr, missing analyst expectations

* Reports Adjusted EBITDA loss, beating analyst estimates

* Company expanded product offerings and sales channels to support future growth

Outlook

* Company reiterates net revenue guidance of $36 mln to $38 mln for H2 2025

* Company expects Adjusted EBITDA of $0 to a loss of $(1.0) mln for H2 2025

* Aterian anticipates operational efficiencies in 2026 from previouslyannounced workforce reductions

Result Drivers

* MARGIN IMPROVEMENT - Co achieved higher margins through expense control and sourcing diversification, per CEO Arturo Rodriguez

* SALES CHANNEL EXPANSION - Co expanded digital shelf space at major retailers, enhancing market reach

* NEW PRODUCT INTRODUCTIONS - Launched new products in consumables market, contributing to recurring revenue opportunities

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $19.02 $19.88

Revenue mln mln (1

Analyst)

Q3 EPS -$0.28

Q3 Net -$2.28

Income mln

Q3 Beat -$400,00 -$1.82

Adjusted 0 mln (1

EBITDA Analyst)

Q3 Gross 56.10%

Margin

Q3 Basic -$0.28

EPS

Analyst Coverage

* The one available analyst rating on the shares is "hold"

* The average consensus recommendation for the appliances, tools & housewares peer group is "buy."

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)