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Upturn AI SWOT - About
MCHX 
Marchex Inc (MCHX)
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Upturn Advisory Summary
03/25/2025: MCHX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -62.3% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/25/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 64.70M USD | Price to earnings Ratio - | 1Y Target Price 3.25 |
Price to earnings Ratio - | 1Y Target Price 3.25 | ||
Volume (30-day avg) 56831 | Beta 1.72 | 52 Weeks Range 1.20 - 2.40 | Updated Date 04/3/2025 |
52 Weeks Range 1.20 - 2.40 | Updated Date 04/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-12 | When Before Market | Estimate -0.02 | Actual -0.03 |
Profitability
Profit Margin -10.28% | Operating Margin (TTM) -13.31% |
Management Effectiveness
Return on Assets (TTM) -6.13% | Return on Equity (TTM) -14.44% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 53364630 | Price to Sales(TTM) 1.34 |
Enterprise Value 53364630 | Price to Sales(TTM) 1.34 | ||
Enterprise Value to Revenue 1.11 | Enterprise Value to EBITDA -23.78 | Shares Outstanding 39053300 | Shares Floating 16824703 |
Shares Outstanding 39053300 | Shares Floating 16824703 | ||
Percent Insiders 8.54 | Percent Institutions 62.25 |
Analyst Ratings
Rating 4.5 | Target Price 3.25 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Marchex Inc
Company Overview
History and Background
Marchex, Inc. was founded in 2003 and is a provider of call analytics and conversational intelligence solutions that help businesses connect marketing to sales. The company has evolved from a domain portfolio company to a software and services provider focused on analyzing customer phone calls to improve marketing effectiveness.
Core Business Areas
- Conversation Intelligence: Provides call analytics, speech analytics, and AI-powered solutions to analyze customer conversations and extract actionable insights for sales and marketing teams.
- Marketing Automation: Offers solutions to automate marketing tasks based on call data, such as lead scoring and nurturing.
Leadership and Structure
Marchex is led by a CEO and a management team overseeing various departments, including engineering, sales, marketing, and finance. The company has a board of directors providing strategic guidance.
Top Products and Market Share
Key Offerings
- Marchex Sonar: A conversation intelligence platform that analyzes customer interactions (phone calls, texts) to derive actionable insights. Market share data is not publicly available. Competitors include Invoca, DialogTech (now part of Invoca), and CallRail. Revenue numbers are not generally released by the company publicly per product, only overall.
- Marchex Marketing Edge: AI powered solution to automatically surface insights from customer conversations. Market share data is not publicly available. Competitors include Invoca, DialogTech (now part of Invoca), CallRail and many other smaller players. Revenue numbers are not generally released by the company publicly per product, only overall.
Market Dynamics
Industry Overview
The conversation intelligence market is growing as businesses seek to better understand customer interactions and optimize marketing and sales efforts. The increasing adoption of AI and machine learning is driving innovation in this space.
Positioning
Marchex is positioned as a provider of AI-powered conversation intelligence solutions for businesses looking to improve marketing performance. Its competitive advantages include its technology and customer base in the automotive, home services, and other industries.
Total Addressable Market (TAM)
The TAM for conversation intelligence is estimated to be in the billions of dollars. Marchex is positioned to capture a share of this market by providing solutions that address the needs of specific industries.
Upturn SWOT Analysis
Strengths
- AI-powered conversation intelligence platform
- Strong customer base in automotive, home services, and other key industries
- Experienced management team
- Proprietary technology
Weaknesses
- Limited brand awareness compared to larger competitors
- Dependence on specific industries
- Past inconsistent profitability
- Customer concentration
Opportunities
- Expanding into new industries
- Developing new products and services
- Acquiring complementary technologies
- Partnering with other companies
Threats
- Increasing competition from larger players
- Rapid technological changes
- Economic downturn
- Privacy regulations
Competitors and Market Share
Key Competitors
- IVOCA
- CALL
- GCXO
- FIVE
Competitive Landscape
Marchex competes with a mix of larger, well-established companies and smaller, niche players. Its advantages include its AI-powered technology and industry-specific expertise. Its disadvantages include its limited brand awareness and smaller market share.
Major Acquisitions
Analytics.js
- Year: 2017
- Acquisition Price (USD millions): 2.7
- Strategic Rationale: Acquisition of technology related to website visit and visitor attribution.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been characterized by periods of growth in revenue and then stagnation. This has improved more recently prior to going private.
Future Projections: Future projections are difficult to determine since the company is now private. However, generally, analyst expectations were for continued, though moderate, growth.
Recent Initiatives: Recent initiatives included product innovation, strategic partnerships, and efforts to expand into new industries.
Summary
Marchex possessed innovative AI-driven conversation intelligence solutions with a strong customer base. However, its brand visibility was a challenge, and the company historically faced inconsistent profitability. Their strategic focus and partnerships were vital to ongoing success. Given the competitive environment, they always needed to carefully manage technological changes and privacy considerations. They ultimately went private in 2023.
Similar Companies
FIVE
Five Below Inc
FIVE
Five Below Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Market share estimates are approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Marchex Inc
Exchange NASDAQ | Headquaters Seattle, WA, United States | ||
IPO Launch date 2004-03-31 | CEO - | ||
Sector Communication Services | Industry Advertising Agencies | Full time employees 163 | Website https://www.marchex.com |
Full time employees 163 | Website https://www.marchex.com | ||
Marchex, Inc., a conversation intelligence company, provides conversational analytics and related solutions in the United States, Canada, and internationally. Its products include Marketing Edge that identifies which campaigns and channels are driving inbound conversations, evaluates what happens during those conversations, and closes the sales loop by connecting converted sales to marketing driven leads; Sonar Business Text Messaging, an artificial intelligence (AI) empowered intelligent workflow enabled mobile messaging solution that enables operations, sales, and marketing teams to communicate personally with field staff, prospects, and customers; Marchex Platform Services, a robust API-based conversation intelligence product that allows executives, sales, customer engagement, and marketing teams to apply Marchex AI to most any calls, regardless of communication platform, in order to identify actionable insights from conversations with their customers; Spotlight, an AI conversation analytics product for multi-location businesses; Engage, a solution that provides locations with applications to enhance their overall performance; Call Summary and Sentiment Suite, are capabilities powered by generative AI that analyze and generate summaries of consumer-to-business calls; and AI for Industry Solution, provides automatic lead qualification, identifying high value leads with industry specific indicators to target the most valuable opportunities, and improved attribution, allowing businesses to segment audiences and improve automated bidding using attributes such as product/service, lead outcome, lead value, and topics. The company was incorporated in 2003 and is headquartered in Seattle, Washington.
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