NASDAQ$ENVX

Enovix Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Achieved important milestones including advanced 3D SiliconTM lithium-ion batteries production and BrakeFlowTM announcement.

Enovix made significant strides in Q1 2022, initiating production of advanced 3D SiliconTM lithium-ion batteries for customer qualification and introducing BrakeFlowTM, a safety innovation. The company is poised to recognize its first product revenue in Q2 2022 and secured an initial order from a major consumer electronics firm for smartwatch batteries. With a revenue funnel of $1.5 billion and active design and design wins growing to $371 million, Enovix is focused on scaling production to meet overwhelming demand.

  • Produced advanced 3D SiliconTM lithium-ion batteries for customer qualification.
  • Announced BrakeFlowTM, a breakthrough in advanced lithium-ion battery safety.
  • Received an initial order from one of the world’s largest consumer electronics companies for high-energy smartwatch battery.
  • Revenue funnel was $1.5 billion at the end of Q1 2022, with active design and design wins growing to $371 million.

Headline financials

EPS (adj)

-$0.16

Previous: -$0.17+5.9%
Net Income

$42.7M

Previous: -$16.2M+364.2%
Operating Income

-$25.1M

Previous: -$11.4M-120.7%
Cash & Equivalents

$408M

Previous: $13.3M+2976.9%
Total Assets

$506M

Previous: $231M+119.6%

Revenue & EPS history

Enovix · Revenue · Quarterly

$7.6M

Q1 2026+49.1%vs Q1 2025
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Forward guidance

Enovix anticipates revenue between $6 million and $12 million for 2022, encompassing both product and non-recurring engineering (NRE) revenue. The company plans to allocate $190 million to $210 million in cash for the full year, with approximately 55% dedicated to capital expenditures.

Tailwinds

  • Continued activities for yield and throughput improvement.
  • Production lines will be busy producing qualification samples to seed future revenue ramps.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.6%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+3.5%

Avg return

30 days after

52%

11 / 21 earnings

Positive

+51.3%

Q1 2024

Best reaction

-44.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.4%-14.9%-4.6%
Q4 2025-3.3%-17.6%-15.0%
Q3 2025+0.7%+4.5%-33.3%
Q1 2025-8.4%-9.1%+13.7%
Q4 2024+2.6%-15.6%-24.5%
Q3 2024-8.2%-20.8%-19.1%
Q2 2024-17.4%-19.2%-32.5%
Q1 2024+51.3%+56.2%+69.6%
Q4 2023-12.3%-22.0%-29.1%
Q3 2023+15.3%+2.5%+10.7%
Q2 2023-2.0%+13.1%-26.8%
Q1 2023-16.8%-13.7%-4.3%
Q4 2022+16.3%+7.7%+41.0%
Q3 2022-44.2%-43.1%-34.9%
Q2 2022+46.6%+72.3%+46.1%
Q1 2022+3.3%+3.1%+46.2%
Q3 2020+4.6%+6.0%-21.5%
Q3 2021+0.5%+14.3%+12.3%
Q4 2020-5.8%-4.1%+11.0%
Q2 2021-4.8%-3.8%+7.9%
Q1 2021+12.1%+23.8%+60.7%
Q2 2020
Q1 2020

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