TaskUs, Inc. (NASDAQ: TASK) reported record revenue of $313.0 million for its fiscal fourth quarter of 2025, up 14.1% year‑over‑year, and a full‑year revenue of $1.184 billion, a 19% increase from the prior year. The company posted adjusted earnings per share of $0.40, beating the consensus estimate of $0.36 by $0.04, or 11% above expectations, and marking a 29% rise over the same period a year earlier.
Adjusted EBITDA for the quarter reached $61.4 million, a 14% increase from the $53.8 million reported in Q3 2025, which itself was a 14% rise from Q3 2024. The adjusted EBITDA margin held steady at 19.6%, reflecting disciplined cost control and a favorable mix shift toward higher‑margin AI services. For the full year, adjusted EBITDA was $249.1 million, a 21% margin, up from $209.9 million and a 21.1% margin in 2024.
Segment revenue breakdown for Q4 2025 shows Digital Customer Experience generated $172.7 million, Trust & Safety $82.7 million, and AI Services $57.5 million. AI Services grew 45.9% year‑over‑year, driving the overall revenue increase and contributing to the margin expansion, while Digital Customer Experience and Trust & Safety also posted solid growth, supporting the company’s transition to an AI‑first model.
Management highlighted that the earnings beat was largely driven by strong demand across all three service lines and disciplined cost management. CEO Bryce Maddock noted that “the fourth quarter of 2025 was the highest revenue quarter in TaskUs’ history, and the full‑year results demonstrate the company’s ability to scale AI services while maintaining profitability.” CFO Balaji Sekar added that “operational discipline and a higher mix of AI services helped offset the impact of client automation plans.”
Looking ahead, TaskUs reiterated its 2026 guidance, projecting first‑quarter revenue of $296–$298 million and full‑year revenue of $1.210–$1.240 billion, with adjusted EBITDA margins expected to remain around 19%. The guidance reflects management’s concern about the largest client’s automation plans and the need for continued investment in AI transformation, which will compress margins in the near term. Despite the muted outlook, TaskUs remains confident in its AI strategy and its ability to capture new growth opportunities in generative AI, autonomous vehicles, and robotics.
Market reaction to the results was tempered by the guidance. Analysts noted that while the earnings beat was solid, the projected slowdown in revenue growth and margin compression for 2026 raised concerns about near‑term profitability. Royal Bank of Canada reduced its price target for TASK from $17 to $13, citing the lower growth trajectory and increased investment spend as key factors.
The company also announced that CFO Balaji Sekar will depart at the end of Q4 2025, with Trent Thrash stepping in as interim CFO. TaskUs secured a $500 million term loan and a $100 million revolving credit facility, maturing in March 2031, to fund a special dividend of $3.65 per share, totaling approximately $333 million. The financing is expected to support the company’s debt leverage ratio and provide shareholder returns while enabling continued investment in AI initiatives.
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