NASDAQ$AVDX

AvidXchange · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

AvidXchange's Q1 2022 financial results were driven by transaction volume growth and expense management.

AvidXchange reported a strong start to Q1 2022 with solid transaction growth, revenue increase, and lower expenses. Total revenue increased by 29.0% year-over-year to $71.2 million, and GAAP net loss improved to $(25.1) million compared to $(70.0) million in the first quarter of 2021.

  • Total revenue was $71.2 million, an increase of 29.0% year-over-year.
  • GAAP net loss was $(25.1) million, compared to a GAAP net loss of $(70.0) million in the first quarter of 2021.
  • Total transactions processed were 16.9 million, an increase of 15.6% year-over-year.
  • Total payment volume was $15.2 billion, an increase of 40.5% year-over-year.

Headline financials

Total Revenue

$71.2M

Previous: $55.2M+29.0%
EPS (adj)

-$0.07

Previous: -$0.42+83.2%
Total Transactions Processed

16.9M

Previous: 14.6M+15.8%
Total Payment Volume

$15.2B

Previous: $10.8B+40.7%
Transaction Yield

$4.23

Previous: $3.79+11.6%
Capital Expenditures

-$967K

No prior period
Free Cash Flow

-$26.3M

No prior period
Net Income

-$25.1M

Previous: -$70M+64.1%
Operating Income

-$20.3M

Previous: -$16M-26.9%
Gross Profit

$43.4M

Previous: $32.7M+32.8%
Cash & Equivalents

$295M

No prior period
Total Assets

$1.93B

No prior period
Stock-Based Comp

$6.79M

No prior period

Revenue & EPS history

AvidXchange · Revenue · Quarterly

$71.2M

Q1 2022+29%vs Q1 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

AvidXchange anticipates its revised Full Year 2022 revenue and adjusted EBITDA to be in the following ranges: Revenue $303.0 - $307.0 million and Adjusted EBITDA $(35.0) - $(39.0) million.

Tailwinds

  • Revenue is expected to be between $303.0 million and $307.0 million.
  • Adjusted EBITDA loss is expected to be between $(35.0) million and $(39.0) million.

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 Q1 2022

Historical avgQ1 2022

-1.0%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+0.8%

Avg return

30 days after

44%

8 / 18 earnings

Positive

+18.8%

Q1 2025

Best reaction

-35.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025-0.1%+0.2%+0.6%
Q1 2025+18.8%+18.7%+19.5%
Q4 2024-20.7%-19.1%-6.7%
Q3 2024+17.6%+23.4%+36.1%
Q2 2024-35.1%-40.5%-36.5%
Q1 2024-4.3%-6.3%-10.9%
Q4 2023+9.5%+7.1%+8.2%
Q3 2023+17.9%+15.9%+39.5%
Q2 2023-13.7%-15.9%-17.0%
Q1 2023+16.2%+14.2%+50.8%
Q4 2022-11.4%-3.8%-21.7%
Q3 2022-15.8%-10.2%-1.9%
Q2 2022+11.0%+16.2%+5.7%
Q1 2022-4.0%-18.1%+9.1%
Q2 2021-2.5%+16.7%+19.4%
Q4 2021-5.6%-17.4%-6.6%
Q4 2020+4.5%-15.4%-36.9%
Q3 2021+0.4%+4.8%-36.0%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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