NASDAQ$BKKT

Bakkt Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Bakkt's Q1 2022 results were released, showing revenue growth and increased customer activity.

Bakkt reported a 54% year-over-year increase in net revenue, reaching $12.5 million, driven by strong transaction revenue growth from loyalty redemption. Digital asset conversion volume increased by 91% year-over-year. The company is focused on expanding its platform partnerships and launching scalable products.

  • Net revenue increased by 54% year-over-year to $12.5 million.
  • Digital asset conversion volume increased 91% year-over-year, driven by loyalty redemption growth.
  • Operating expenses increased by 67% year-over-year to $61.0 million, primarily due to increased noncash compensation expense.
  • The company enrolled four banks on its platform.

Headline financials

Total Revenue

$12.5M

Previous: $8.15M+53.9%
EPS (adj)

-$3.50

Previous: -$0.58-506.8%
Free Cash Flow

-$7.13M

No prior period
Net Income

-$7.13M

Previous: -$28.8M+75.3%
Operating Income

-$48.5M

Previous: -$28.4M-70.7%
Gross Profit

-$27.2M

Previous: -$10.8M-152.4%
Cash & Equivalents

$355M

No prior period
Total Assets

$2.38B

No prior period
Stock-Based Comp

$13.2M

No prior period

Revenue & EPS history

Bakkt · Revenue · Quarterly

$12.5M

Q1 2022+53.9%vs Q1 2021
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Bakkt · $335M total across 1 segment · Q2 2023

  • Crypto Services
    $335M

Forward guidance

Bakkt is focused on expanding its platform partnerships, launching scalable products, and making continued platform enhancements.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+4.3%

Avg return

Earnings day

+14.5%

Avg return

5 days after

+21.3%

Avg return

30 days after

47%

9 / 19 earnings

Positive

+62.5%

Q3 2023

Best reaction

-33.7%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.6%-16.0%-14.8%
Q3 2025-13.0%-23.3%-45.7%
Q1 2025+48.0%+27.8%+29.8%
Q4 2024+13.0%+30.4%-8.6%
Q3 2024-1.8%+155.9%+150.0%
Q2 2024-10.8%-9.8%-27.1%
Q1 2024-5.9%+49.3%+67.4%
Q4 2023-16.3%-14.5%-33.1%
Q3 2023+62.5%+76.4%+143.1%
Q2 2023+0.7%-4.3%-9.2%
Q1 2023-12.4%-5.8%+1.5%
Q4 2022-13.5%-3.2%+25.4%
Q3 2022+20.8%+24.9%-2.9%
Q2 2022+11.1%+2.2%-6.3%
Q1 2022+37.2%+28.8%+13.5%
Q4 2021-33.7%-31.8%-25.3%
Q3 2021-4.1%-11.2%+146.1%
Q2 2021-0.4%-0.7%+3.3%
Q1 2021+0.1%+0.1%-1.6%

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