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what it is
IZEA helps brands pay creators, run influencer campaigns, and manage creator deals through software and services.
how it gets paid
Last year Izea Worldwide made $36M in revenue. Creator Agency Services was the main engine at $24.0M, or 67% of sales.
growth snapshot
Revenue was roughly flat last year at $36M. The $25M print matters most because it is bigger than the full-year $36M base and shows one quarter did most of the.
what just happened
Revenue hit $25M last quarter, and EPS turned positive at $0.07.
At a glance
C++ balance sheet — some cracks in the foundation
40/100 earnings predictability — expect surprises
-$0.91 fy2024 eps est
$36M fy2024 rev est
54.3% operating margin
xvary composite: 41/100 — below average
What they do
IZEA helps brands pay creators, run influencer campaigns, and manage creator deals through software and services.
IZEA has 110 employees and launched its influencer marketplace in 2006. That is a small team trying to run a messy, people-heavy ad job. Your campaign data, creator list, and payment flow sit in one system, so leaving means redoing work.
How they make money
$36M
annual revenue · their business grew +0.0% last year
Creator Agency Services
$24.0M
Creator Technologies
$8.0M
Creator Marketplaces
$4.0M
The products that matter
influencer marketing agency
Managed Services
$36M annual revenue
it executes campaigns for brands and accounts for the business you are underwriting here — all $36M of annual revenue. That concentration keeps the story simple, but it also means there is no second engine if demand stalls.
entire revenue base
Key numbers
54.3%
operating margin
operating margin → profit after running the business → you lose 54 cents on every sales dollar.
$36M
FY2024 sales
annual sales → money in the door → $36M is tiny next to a $61M market cap.
-$0.91
FY2024 EPS
EPS → earnings per share → one share lost 91 cents last year.
1.35
beta
beta → stock wiggle versus the market → expect about 35% more movement than the market.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 10 / 100
C++ — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for IZEA right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Revenue hit $25M last quarter, and EPS turned positive at $0.07.
Revenue was up 212% vs. prior year. EPS was up 600% vs. prior year. Yahoo Finance shows no estimate, so there was no clean surprise line.
$25.0M
revenue
$0.07
eps
n/a
n/a
the number that mattered
The $25M print matters most because it is bigger than the full-year $36M base and shows one quarter did most of the annual work.
source: company earnings report, 2026
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What could go wrong
the #1 risk is the 2026 profit thesis resting on one analyst estimate.
med
one-analyst thesis
Only one analyst is publishing the $0.28 EPS forecast for 2026. That means there is no consensus cushion and not much external validation.
If that estimate slips, the stock loses the main numerical argument for owning it.
med
flat revenue in a hot market
Revenue is $36M and was flat last year. The three-year growth rate is 1.9% while the broader creator marketing market is projected to expand from $34.51B in 2026 to $84.5B by 2030.
If IZEA cannot grow while the category grows, this may be a relevance problem, not a timing problem.
med
thin margin for error
Net margin is -9.44%, gross margin is 45.3%, and the balance sheet grade is C++. Those numbers say the business is not throwing off enough profit to absorb many mistakes.
A few weak quarters can matter more here than they would at a larger, better-capitalized company.
Miss the path from a -$0.91 fy2024 EPS estimate to $0.28 in 2026, and you are left with a volatile $36M revenue business still searching for scale.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
March 17 earnings report
This is the next real checkpoint. Consensus sits at $6.75M in quarterly revenue, and your read on the stock should change if that number comes in soft.
metric
revenue finally moving above flat
Annual revenue is $36M and was flat last year. If the business cannot outrun 0% growth, the market will keep treating the 2026 EPS estimate as fiction.
risk
credibility of the profit bridge
You need to hear how management gets from a -$0.91 fy2024 EPS estimate to $0.28 in 2026. If the bridge is vague, the thesis is vague.
trend
category growth versus company growth
The creator marketing market is projected to rise from $34.51B in 2026 to $84.5B by 2030 at a 25.1% CAGR. If IZEA stays flat while the market expands, that gap tells you who is capturing the opportunity.
Analyst rankings
earnings predictability
40 / 100
A 40 / 100 score means the numbers do not come in smoothly. In human-speak, analysts do not have a stable earnings pattern to lean on here.
risk rank
3
Risk rank: 3. That reads as roughly average safety, which sounds better than the chart feels because price stability is only 10 / 100.
source: institutional data
Institutional activity
institutional ownership data for IZEA is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$3
current price
n/a
target midpoint · n/a from current
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