NASDAQ$BKKT

Bakkt Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Bakkt's net revenue increased, driven by travel loyalty redemptions, and the company announced the acquisition of Apex Crypto.

Bakkt reported a 41% year-over-year increase in net revenue, reaching $12.9 million. The company experienced strong customer activity with digital asset conversion volume up 73% year-over-year. Bakkt also announced the acquisition of Apex Crypto to expand client verticals and scale.

  • Net revenue increased 41% year-over-year to $12.9 million.
  • Digital asset conversion volume increased 73% year-over-year.
  • Announced the signing of a definitive agreement to acquire Apex Crypto.
  • Available cash and other liquid assets of over $273.7 million.

Headline financials

Total Revenue

$12.9M

Previous: $9.14M+40.7%
EPS (adj)

-$152.75

Previous: -$0.58-26359.8%
Free Cash Flow

-$468M

No prior period
Net Income

-$468M

Previous: -$28.8M-1522.8%
Operating Income

-$1.59B

Previous: -$29.9M-5240.9%
Gross Profit

$12.9M

Previous: -$19.6M+165.7%
Cash & Equivalents

$160M

No prior period
Total Assets

$879M

No prior period
Stock-Based Comp

$7.66M

No prior period

Revenue & EPS history

Bakkt · Revenue · Quarterly

$12.9M

Q3 2022+40.7%vs Q3 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 expects the acquisition of Apex Crypto will accelerate growth plans post-close as it will significantly expand client verticals and cryptocurrency product offerings. The transaction is expected to close in the first half of 2023.

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 Q3 2022

Historical avgQ3 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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