NASDAQ$ENVX

Enovix Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Enovix made significant progress on scaling, opened Fab2 in Malaysia, and secured a strategic partnership with a second leading smartphone OEM.

Enovix reported revenue of $4.3 million for Q3 2024, exceeding the guidance midpoint and increasing from $3.8 million in the previous quarter. The company opened Fab2 in Malaysia and commenced shipping battery cells to customers. A leading smartphone OEM signed a development agreement for mass production launch in late 2025.

  • Revenue reached $4.3 million, exceeding guidance.
  • Fab2 opened in Malaysia, shipping battery cells to customers.
  • Strategic partnership secured with a second leading smartphone OEM for potential mass production in late 2025.
  • Cost reduction efforts are on track, leveraging Malaysia operations to extend runway into 2026.

Headline financials

Total Revenue

$4.32M

Previous: $200K+2058.5%
EPS

-$0.30

Previous: -$0.19-57.9%
Adjusted EBITDA

-$21.6M

No prior period
Capital Expenditures

-$59.8M

Previous: -$33M-81.4%
Free Cash Flow

-$82.4M

Previous: -$49.2M-67.5%
Net Income

-$22.5M

Previous: -$16.2M-39.2%
Operating Income

-$49.3M

Previous: -$50.4M+2.2%
Gross Profit

-$642K

Previous: -$16.6M+96.1%
Cash & Equivalents

$201M

Previous: $271M-25.8%
Total Assets

$448M

Previous: $520M-13.8%
R&D Expense

$17.7M

Previous: $13.5M+31.2%

Revenue & EPS history

Enovix · Revenue · Quarterly

$4.32M

Q3 2024+2,058.5%vs Q3 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

For the fourth quarter of 2024, Enovix expects revenue between $8.0 million and $10.0 million, a GAAP EPS loss of $0.23 to $0.29, an adjusted EBITDA loss of $19.0 million to $25.0 million, and a non-GAAP EPS loss of $0.15 to $0.21.

Tailwinds

  • Completing SAT for the High-Volume Line.
  • Shipping EX-2M samples.
  • Revenue between $8.0 million and $10.0 million.

Headwinds

  • GAAP EPS loss of $0.23 to $0.29.
  • Adjusted EBITDA loss of $19.0 million to $25.0 million.
  • Non-GAAP EPS loss of $0.15 to $0.21.

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 Q3 2024

Historical avgQ3 2024

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro