NASDAQ$ANSS

ANSYS · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

ANSYS announced record Q4 and FY 2022 ACV, revenue, diluted EPS, and operating cash flow.

ANSYS reported strong Q4 2022 results with GAAP revenue of $694.1 million and non-GAAP revenue of $694.7 million, representing growth of 6% and 5% respectively. GAAP diluted EPS was $2.95 and non-GAAP diluted EPS was $3.09. The company's ACV for Q4 2022 was $818.0 million, an increase of 8% year-over-year.

  • GAAP revenue of $694.1 million and non-GAAP revenue of $694.7 million
  • GAAP diluted earnings per share of $2.95 and non-GAAP diluted earnings per share of $3.09
  • GAAP operating profit margin of 37.5% and non-GAAP operating profit margin of 48.0%
  • Annual contract value (ACV) of $818.0 million

Headline financials

Total Revenue

$695M

Previous: $661M+5.0%
EPS (adj)

$3.09

Previous: $2.81+10.0%
Annual Contract Value

$818M

Previous: $755M+8.3%
Free Cash Flow

$181M

No prior period
Net Income

$258M

Previous: $203M+26.9%
Operating Income

$260M

Previous: $239M+8.9%
Gross Profit

$633M

Previous: $587M+7.8%
Cash & Equivalents

$615M

Previous: $668M-8.0%
Total Assets

$6.69B

Previous: $6.32B+5.7%
Stock-Based Comp

$46M

Previous: $44.2M+4.1%

Revenue & EPS history

ANSYS · Revenue · Quarterly

$695M

Q4 2022+5%vs Q4 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

ANSYS · $232M total across 1 segment · Q2 2021

  • Maintenance
    $232M

Forward guidance

The Company's first quarter and FY 2023 revenue, diluted earnings per share and ACV guidance is provided below.

Historical earnings impact

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

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

+0.3%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+2.4%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+13.0%

Q2 2012

Best reaction

-9.9%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2025-0.7%+0.3%+2.8%
Q4 2025+1.1%-1.9%-3.7%
Q3 2025+9.6%+6.8%+6.3%
Q2 2024+1.8%-2.5%+5.6%
Q1 2024-3.2%-1.1%-2.4%
Q4 2023+2.5%+1.3%+5.2%
Q3 2023-1.9%+1.0%+5.5%
Q2 2023-9.3%-8.9%-5.2%
Q1 2023-1.9%-4.7%+5.2%
Q4 2022+10.9%+11.2%+18.8%
Q3 2022-3.3%+1.0%+17.0%
Q2 2022+6.0%+2.3%-11.5%
Q1 2022-2.6%-11.0%-7.4%
Q4 2021+4.5%+7.0%+1.9%
Q3 2021+6.7%+5.7%+0.3%
Q2 2021+0.7%+0.3%-0.6%
Q1 2021-5.1%
Q4 2020-9.9%
Q3 2020+3.9%
Q2 2020+2.1%
Q1 2020-0.6%
Q4 2019-8.4%
Q3 2019+3.3%
Q2 2019+1.5%
Q1 2019-2.3%
Q4 2018+1.4%
Q3 2018+11.0%
Q2 2018-0.3%
Q1 2018-0.1%
Q4 2017-4.1%
Q3 2017+8.8%
Q2 2017-5.3%
Q1 2017+7.8%
Q4 2016+2.5%
Q3 2016-6.6%
Q2 2016+5.0%
Q1 2016-5.9%
Q4 2015-2.9%
Q3 2015-4.3%
Q2 2015-2.4%
Q1 2015-1.2%
Q4 2014-0.4%
Q3 2014+1.2%
Q2 2014+2.7%
Q1 2014-3.0%
Q4 2013-1.1%
Q3 2013-5.2%
Q2 2013+12.0%
Q1 2013-6.7%
Q4 2012+2.0%
Q3 2012-3.6%
Q2 2012+13.0%
Q1 2012+2.2%
Q4 2011-3.3%
Q3 2011+6.7%
Q2 2011-0.9%
Q1 2010-0.7%
Q1 2011-0.5%
Q4 2008+4.1%
Q4 2010+4.1%
Q3 2010+1.4%
Q3 2009+1.4%
Q2 2010-5.1%
Q2 2009-5.1%
Q4 2009-5.1%

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