NASDAQ$AVDX

AvidXchange · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Third quarter 2022 financial results ahead of internal forecast, driven by transaction growth and operating expense control.

AvidXchange reported Q3 2022 financial results with revenue of $82.4 million, a 26.4% increase year-over-year, and a GAAP net loss of $(25.4) million, compared to $(35.5) million in Q3 2021. The company's performance was driven by transaction growth and efficiencies, leading to a revised full-year 2022 revenue guidance of $314.0 - $315.0 million.

  • Total revenue was $82.4 million, an increase of 26.4% year-over-year.
  • GAAP net loss was $(25.4) million, improved from $(35.5) million in the third quarter of 2021.
  • Non-GAAP net loss was $(11.6) million, compared to $(15.3) million in the third quarter of 2021.
  • GAAP gross profit was $47.6 million, or 57.8% of total revenue, compared to $34.3 million, or 52.7% of total revenue in the third quarter of 2021.

Headline financials

Total Revenue

$82.4M

Previous: $65.2M+26.4%
EPS (adj)

-$0.06

Previous: -$0.27+78.1%
Total Transactions Processed

18.0M

Previous: 16.1M+11.8%
Total Payment Volume

$18.1B

Previous: $14B+29.3%
Transaction Yield

$4.57

Previous: $4.05+12.8%
Capital Expenditures

-$2.68M

Previous: -$939K-185.1%
Free Cash Flow

-$32.5M

Previous: -$42.3M+23.0%
Net Income

-$25.4M

Previous: -$35.5M+28.6%
Operating Income

-$22.1M

Previous: -$16.1M-37.1%
Gross Profit

$52.5M

Previous: $39.4M+33.4%
Cash & Equivalents

$411M

Previous: $151M+172.3%
Total Assets

$1.91B

Previous: $1.46B+31.1%
Stock-Based Comp

$8.72M

Previous: $1.16M+653.5%

Revenue & EPS history

AvidXchange · Revenue · Quarterly

$82.4M

Q3 2022+26.4%vs Q3 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 (in millions): Revenue $314.0 - $315.0 and Adjusted EBITDA $(18.0) - $(19.0)

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 Q3 2022

Historical avgQ3 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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