TaskUs, Inc. posted record fiscal third‑quarter 2025 revenue of $298.7 million, a 17.0 % year‑over‑year increase, and net income of $31.375 million, up 147.1 % from the same period in 2024. Diluted earnings per share were $0.34, while adjusted earnings before interest, taxes, depreciation, and amortization reached $63.452 million, giving an adjusted EBITDA margin of 21.2 %. The company’s operating leverage and disciplined cost management enabled the margin to remain flat with the prior year’s 21.2 % margin, despite the higher revenue mix.
Segment performance drove the top‑line growth. AI Services revenue surged 63.7 % YoY to $X million, marking the third consecutive quarter of double‑digit expansion in the high‑margin AI portfolio. Trust + Safety revenue grew 19.1 % YoY, a lower rate than the 26.2 % figure originally reported, reflecting a more modest but still healthy demand for compliance and risk‑management services. Compared with Q3 2024, TaskUs’ net income rose from $12.7 million to $31.375 million, diluted EPS climbed from $0.14 to $0.34, and adjusted EBITDA increased from $54.2 million to $63.452 million.
Cash generation remained robust, with adjusted free cash flow of $41.962 million, a 567.5 % jump from the prior year. Management reiterated its full‑year 2025 guidance: revenue of $1.173 billion to $1.175 billion, an adjusted EBITDA margin of 21.1 %, and an adjusted free cash flow target of $100 million. Q4 revenue guidance of $302.4 million to $304.4 million, with a midpoint growth rate of 10.6 % to 18.0 %, signals confidence in continued demand while acknowledging a modest margin compression to approximately 19.8 % due to strategic investments and seasonal costs.
CEO Bryce Maddock emphasized the company’s “operational execution, financial discipline and the investments we have made in our specialized service offerings” as the foundation for the record results. CFO Balaji Sekar highlighted that the 63.7 % AI Services growth and 19.1 % Trust + Safety growth underpin the revenue beat, and that the raised full‑year guidance reflects a strong pipeline of AI‑driven transformation projects.
Investors reacted positively to the earnings beat and the upward revision of the full‑year revenue outlook. The strong performance in AI Services, the sustained margin profile, and the clear path to higher free cash flow reinforced confidence in TaskUs’s strategic pivot to AI‑driven services and its ability to scale while maintaining profitability.
The results underscore TaskUs’s competitive positioning in the high‑growth AI services market and its disciplined approach to cost management. While Q4 is expected to see a slight margin dip due to increased investments, the company’s robust cash generation and strong balance sheet provide a solid foundation for continued growth and strategic initiatives in the AI era.
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