NASDAQ$AVDX

AvidXchange · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Avidxchange's Q4 2022 financial results were announced, showing revenue growth and reduced net losses.

AvidXchange reported a 24.4% year-over-year increase in total revenue for Q4 2022, reaching $86.2 million. The company narrowed its GAAP net loss to $(25.0) million and its Non-GAAP net loss to $(7.4) million. Gross profit and adjusted EBITDA also improved compared to the same period in the previous year. The company is projecting an accelerated path to adjusted EBITDA profitability in 2023.

  • Total revenue increased by 24.4% year-over-year to $86.2 million.
  • GAAP net loss improved to $(25.0) million compared to $(72.1) million in Q4 2021.
  • Non-GAAP net loss improved to $(7.4) million compared to $(17.7) million in Q4 2021.
  • GAAP gross profit was $49.9 million, representing 57.9% of total revenue.

Headline financials

Total Revenue

$86.2M

Previous: $69.3M+24.4%
EPS (adj)

-$0.04

Previous: -$0.10+60.0%
Total Transactions Processed

18.0M

Previous: 16.5M+9.1%
Total Payment Volume

$18.3B

Previous: $15.1B+21.2%
Transaction Yield

$4.79

Previous: $4.21+13.8%
Net Income

-$25M

Previous: -$72.1M+65.3%
Operating Income

-$23.7M

Previous: -$60.7M+61.0%
Gross Profit

$49.9M

Previous: $40.5M+23.2%
Cash & Equivalents

$351M

Previous: $563M-37.7%
Total Assets

$2.21B

Previous: $2.27B-2.4%
Stock-Based Comp

$8.07M

Previous: $18.3M-55.9%

Revenue & EPS history

AvidXchange · Revenue · Quarterly

$86.2M

Q4 2022+24.4%vs Q4 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

AvidXchange anticipates its Full Year 2023 revenue and adjusted EBITDA to be in the following ranges: Revenue $359.0 - $366.0 million and Adjusted EBITDA $0 - $3.5 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 Q4 2022

Historical avgQ4 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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