NASDAQ$ACTG

Acacia Research Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Acacia delivered strong financial and operating results, driven by a transformative acquisition and growth in core technology, energy, and industrials verticals.

Acacia Research Corporation reported a significant increase in consolidated revenue for Q2 2024, up 227% compared to Q2 2023, driven by the acquisition of operated producing wells. The company remains focused on free cash flow generation and book value per share accretion.

  • Recorded book value per share at June 30, 2024 of $5.95 compared to $5.90 per share at December 31, 2023.
  • Generated $25.8 million in consolidated revenue for the quarter, up 227% compared to the second quarter last year.
  • Recorded a GAAP net loss of $8.4 million, or $0.08 diluted net loss per share, for the second quarter.
  • Benchmark generated approximately $14.2 million in revenue in the second quarter, which includes revenue from the Revolution Assets.

Headline financials

Total Revenue

$25.8M

Previous: $7.9M+226.9%
EPS

-$0.08

Previous: -$0.32+75.0%
Book Value Per Share

$5.95

No prior period
Capital Expenditures

-$143M

Previous: -$137K-104383.9%
Free Cash Flow

-$152M

Previous: -$18.9M-701.4%
Net Income

-$8.45M

Previous: -$18.8M+55.0%
Operating Income

-$4.76M

Previous: -$12.5M+62.0%
Gross Profit

$6.76M

Previous: -$1.04M+750.4%
R&D Expense

$178K

No prior period
Stock-Based Comp

$891K

Previous: $874K+1.9%

Revenue & EPS history

Acacia · Revenue · Quarterly

$25.8M

Q2 2024+226.9%vs Q2 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Acacia · $10.1M total across 2 segments · Q3 2023

  • Industrial Operations
    $8.32M-12.9%
  • Intellectual Property Operations
    $1.76M-72.2%

Forward guidance

Acacia will remain focused on free cash flow generation and book value per share accretion which we believe will deliver stock price growth and generate shareholder value.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-1.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+2.8%

Avg return

30 days after

42%

27 / 65 earnings

Positive

+20.7%

Q4 2025

Best reaction

-27.2%

Q1 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.3%-7.5%-8.9%
Q4 2025+20.7%+18.8%+18.1%
Q3 2025+9.4%+11.3%+12.8%
Q1 2025+15.7%+26.4%+24.8%
Q4 2024-14.5%-18.5%-31.0%
Q3 2024-8.9%-6.3%-4.9%
Q2 2024-4.8%-6.9%-2.5%
Q1 2024-1.9%+2.1%+0.2%
Q4 2023+16.3%+26.3%+25.5%
Q3 2023+1.7%+3.0%+6.1%
Q2 2023-7.2%-3.2%-5.5%
Q1 2023-1.2%+0.8%+14.5%
Q4 2022-7.5%-5.9%-16.7%
Q3 2022+2.0%+0.0%-5.3%
Q2 2022-3.0%-6.0%-16.1%
Q1 2022-3.9%-1.3%-0.9%
Q4 2021+12.3%+8.4%+12.2%
Q3 2021+5.3%-3.1%-10.2%
Q2 2021-4.9%-4.3%+9.7%
Q1 2021-5.1%+0.5%+12.6%
Q4 2020+0.7%+5.3%+0.8%
Q3 2020+1.4%-2.5%+0.0%
Q2 2020-1.0%-3.4%-7.7%
Q1 2020-0.2%-8.6%+62.9%
Q4 2019+3.6%-0.5%+14.0%
Q3 2019+14.2%+13.0%+13.8%
Q2 2019-3.6%-4.9%-14.4%
Q1 2019+1.0%+1.0%-0.6%
Q4 2018-3.2%-1.9%-1.0%
Q3 2018+2.7%+1.3%+3.7%
Q2 2018+2.6%+2.6%-7.9%
Q1 2018+1.4%+1.4%+5.5%
Q4 2017-1.4%-1.4%+2.8%
Q3 2017+6.1%+9.8%+4.9%
Q2 2017-10.0%-15.0%-17.5%
Q1 2017-4.9%-3.9%-22.5%
Q4 2016-9.6%-11.3%-3.5%
Q3 2016+1.7%-2.5%+24.4%
Q2 2016+7.6%+17.5%+16.7%
Q1 2016+4.1%
Q4 2015-21.8%
Q3 2015-14.4%
Q2 2015+9.1%
Q1 2015+12.9%
Q4 2014-3.6%
Q3 2014+1.2%
Q2 2014+16.8%
Q1 2014-0.2%
Q4 2013-6.1%
Q3 2013-25.3%
Q2 2013-12.4%
Q1 2013-27.2%
Q4 2012+3.8%
Q3 2012-0.2%
Q2 2012+1.1%
Q1 2012+2.3%
Q1 2010-2.9%
Q1 2011-2.9%
Q4 2011-2.9%
Q4 2009-2.9%
Q3 2011-6.9%
Q3 2010-6.9%
Q2 2011-1.8%
Q2 2010-1.8%
Q4 2010-1.8%

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