NASDAQ$BSY

Bentley Systems, Incorporated · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Bentley Systems reported strong operating results, consistent with its established financial outlook for 2022.

Bentley Systems reported total revenues of $275.5 million, up 24.1% year-over-year, and ARR of $962.6 million, representing a constant currency ARR growth rate of 27%. The company's results were impacted by consequences related to Russia and ARR attrition within China.

  • Total revenues were $275.5 million, up 24.1% year-over-year.
  • ARR was $962.6 million as of March 31, 2022, representing a constant currency ARR growth rate of 27%.
  • GAAP operating income was $56.6 million, compared to $55.6 million for the same period last year.
  • GAAP net income was $56.4 million, compared to $57.0 million for the same period last year.

Headline financials

Total Revenue

$276M

Previous: $222M+24.1%
EPS (adj)

$0.24

Previous: $0.20+20.0%
Annualized Recurring Revenue

$963M

Previous: $760M+26.6%
Constant currency ARR growth

27.0%

Previous: 10.0%+170.0%
Net retention rate

108.0%

Previous: 107.0%+0.9%
Capital Expenditures

-$4.18M

Previous: $2.66M-257.3%
Free Cash Flow

$52.2M

Previous: $130M-59.9%
Net Income

$56.4M

Previous: $57M-1.1%
Operating Income

$56.6M

Previous: $55.6M+1.7%
Gross Profit

$220M

Previous: $173M+27.2%
Cash & Equivalents

$130M

Previous: $570M-77.2%
Total Assets

$3.16B

Previous: $1.63B+94.1%
Stock-Based Comp

$15.1M

Previous: $8.91M+69.4%

Revenue & EPS history

Bentley Systems · Revenue · Quarterly

$276M

Q1 2022+24.1%vs Q1 2021
Beat estimate in 8 of 10 quarters(80%)
ActualEstimate

Revenue by segment

Bentley Systems · $276M total across 3 segments · Q1 2022

  • Subscriptions
    $241M
  • Services
    $24.1M+1.3%
  • Perpetual Licenses
    $10.2M+0.9%

Forward guidance

Bentley Systems reaffirms its established financial outlook for 2022.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.5%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+4.0%

Avg return

30 days after

55%

16 / 29 earnings

Positive

+14.2%

Q4 2025

Best reaction

-23.4%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.8%+1.8%+2.6%
Q4 2025+14.2%+19.3%+7.0%
Q3 2025-1.0%-5.4%-11.8%
Q1 2025+5.6%+9.0%+13.7%
Q4 2024-2.3%-6.2%-13.1%
Q3 2024-2.7%-1.1%-0.4%
Q2 2024+4.6%+8.0%+8.6%
Q1 2024+1.5%+3.6%-5.9%
Q4 2023-3.2%-2.5%-0.5%
Q3 2023+7.0%+8.1%+5.5%
Q2 2023-6.2%-8.4%-2.5%
Q1 2023+9.1%+7.1%+19.0%
Q4 2022+1.7%+8.3%+7.8%
Q3 2022+1.7%+14.4%+16.3%
Q2 2022+1.1%+1.1%-6.0%
Q1 2022-23.4%-11.3%-5.4%
Q4 2021+6.1%-0.9%+15.1%
Q3 2021-5.5%-5.9%-21.3%
Q2 2021-3.6%-1.2%+6.6%
Q1 2021+8.1%+9.5%+39.6%
Q1 2020+8.1%+9.5%+39.6%
Q4 2020+3.8%+6.0%+7.7%
Q2 2020+3.8%+6.0%+7.7%
Q4 2018+3.8%+6.0%+7.7%
Q3 2019-10.2%-12.5%-4.2%
Q2 2019-10.2%-12.5%-4.2%
Q3 2020-10.2%-12.5%-4.2%
Q4 2019-10.2%-12.5%-4.2%
Q1 2019-10.2%-12.5%-4.2%

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