LZ

LegalZoom.com, Inc. stock research

Dec 31, 2024

FY2024 Q4

LegalZoom.com (LZ) Gross Margin — Quarter Ended Dec 31, 2024

Revenue and gross profit both decreased from the prior quarter but increased compared to the same quarter last year. Gross margin weakened slightly from the prior quarter but improved relative to the year-ago period, as cost of revenue declined on both sequential and year-over-year bases.

Gross margin takeaway

Quarter ended Dec 31, 2024 · FY2024 Q4

Revenue and gross profit both decreased from the prior quarter but increased compared to the same quarter last year. Gross margin weakened slightly from the prior quarter but improved relative to the year-ago period, as cost of revenue declined on both sequential and year-over-year bases.

  • The strongest observable margin driver is the decline in cost of revenue, which fell both sequentially and year-over-year, supporting gross margin improvement relative to the prior year.
  • Compared to the immediately preceding quarter, revenue and gross profit were lower, and gross margin weakened slightly. Compared to the same quarter one year earlier, revenue and gross profit were higher, and gross margin improved.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

67.0%

Gross profit

$108.3M

Revenue

$161.7M

Cost of revenue

$53.4M

Quarter-over-quarter change

-0.6 pts

Year-over-year change

+2.2 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2024$174.2M$105.8M$68.4M60.7%
Jun 30, 2024$177.4M$113.8M$63.6M64.1%
Sep 30, 2024$168.6M$113.9M$54.7M67.5%
Dec 31, 2024$161.7M$108.3M$53.4M67.0%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 30, 2024

-0.6 pts

Year-over-year change

Dec 31, 2023

+2.2 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the decline in cost of revenue, which fell both sequentially and year-over-year, supporting gross margin improvement relative to the prior year.

Compared to the immediately preceding quarter, revenue and gross profit were lower, and gross margin weakened slightly. Compared to the same quarter one year earlier, revenue and gross profit were higher, and gross margin improved.

Monitor the trajectory of cost of revenue, as its decline was a key factor in margin performance this quarter.