System1, Inc.

System1, Inc.SSTEarnings & Financial Report

NYSE · Communication Services · Services-Computer Programming, Data Processing, Etc.

System1 is an American Internet advertising company. Formerly known as OpenMail, it was founded in 2013. It describes itself as operating a "Responsive Acquisition Marketing Platform", and cites privacy as one of its principal foci, although it has been criticized for its influence on privacy-focused properties, including search engine Startpage.com. It is headquartered in Marina del Rey, California.

SST Q4 FY2025 Key Financial Metrics

Revenue

$51.9M

Gross Profit

$21.3M

Operating Profit

$-17.4M

Net Profit

$-13.5M

Gross Margin

41.0%

Operating Margin

-33.6%

Net Margin

-26.0%

YoY Growth

-31.3%

EPS

$-3.58

System1, Inc. Q4 FY2025 Financial Summary

System1, Inc. reported revenue of $51.9M (down 31.3% YoY) for Q4 FY2025, with a net profit of $-13.5M (up 4.8% YoY) (-26.0% margin). Cost of goods sold was $30.6M, operating expenses totaled $38.8M.

Key Financial Metrics

Total Revenue$51.9M
Net Profit$-13.5M
Gross Margin41.0%
Operating Margin-33.6%
Report PeriodQ4 FY2025

System1, Inc. Annual Revenue by Year

System1, Inc. annual revenue history includes year-by-year totals (for example, 2025 revenue was $266.1M).

YearAnnual Revenue
2025$266.1Mvs 2024
2024$343.9Mvs 2023
2023$402.0Mvs 2022
2022$612.2M

System1, Inc. Quarterly Revenue & Net Profit History

System1, Inc. results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q4 FY2025$51.9M-31.3%$-13.5M-26.0%
Q3 FY2025$61.6M-30.7%$-18.5M-30.1%
Q2 FY2025$78.1M-17.4%$-17.5M-22.4%
Q1 FY2025$74.5M-12.3%$-15.9M-21.3%
Q4 FY2024$75.6M-21.4%$-14.2M-18.7%
Q3 FY2024$88.8M+1.2%$-23.6M-26.6%
Q2 FY2024$94.6M-2.4%$-26.4M-27.9%
Q1 FY2024$84.9M-29.9%$-10.5M-12.4%

Income Statement

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Revenue$84.9M$94.6M$88.8M$75.6M$74.5M$78.1M$61.6M$51.9M
YoY Growth-29.9%-2.4%1.2%-21.4%-12.3%-17.4%-30.7%-31.3%

Balance Sheet

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Assets$521.1M$511.3M$479.3M$459.1M$419.2M$429.2M$385.2M$405.0M
Liabilities$360.7M$382.1M$376.5M$374.1M$351.5M$375.8M$350.9M$387.6M
Equity$131.7M$109.4M$90.3M$80.3M$67.2M$58.2M$42.7M$30.5M

Cash Flow

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Operating CF$-16.0M$10.0M$-5000$772000$-15.9M$24.5M$-2.1M$-10.6M