NASDAQ$ENVX

Enovix Corporation · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Enovix reported record Q4 2024 revenue of $9.7 million, achieving its first-ever positive gross margin.

Enovix delivered record quarterly revenue of $9.7 million, a 30% year-over-year increase, and achieved a positive gross margin of 11%. However, the company reported a GAAP net loss of $37.5 million and an adjusted EBITDA loss of $11.7 million. Cash and cash equivalents stood at $272.9 million at year-end, strengthening its financial position for future expansion.

  • Record Q4 2024 revenue of $9.7 million, up 30% year-over-year.
  • First-ever positive gross margin of 11%, driven by improved cost efficiencies.
  • GAAP net loss of $37.5 million, with an adjusted EBITDA loss of $11.7 million.
  • Strong cash position of $272.9 million provides financial flexibility for future growth.

Headline financials

Total Revenue

$9.72M

Previous: $7.38M+31.6%
EPS (adj)

-$0.11

Previous: -$0.28+60.7%
Adjusted EBITDA

-$16.3M

Previous: -$23M+29.1%
Non-GAAP Operating Loss

-$25.1M

No prior period
Capital Expenditures

-$16.4M

Previous: -$28.8M+43.2%
Net Income

-$37.5M

Previous: -$60M+37.6%
Operating Income

-$34.5M

Previous: -$64.8M+46.7%
Gross Profit

-$137K

Previous: -$12.4M+98.9%

Revenue & EPS history

Enovix · Revenue · Quarterly

$9.72M

Q4 2024+31.6%vs Q4 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

Enovix expects Q1 2025 revenue between $3.5 million and $5.5 million, with continued losses as it ramps up manufacturing.

Tailwinds

  • Revenue guidance for Q1 2025 in the range of $3.5M to $5.5M.
  • Strong demand in smartphone and IoT markets for its batteries.
  • Progress on high-volume manufacturing ramp in Malaysia.
  • Continued expansion in the defense and AI-driven battery markets.
  • Sufficient liquidity with $272.9M in cash and cash equivalents.

Headwinds

  • Expected GAAP EPS loss between $0.23 and $0.29 for Q1 2025.
  • Projected adjusted EBITDA loss of $21M to $27M in Q1 2025.
  • Manufacturing scale-up challenges could impact short-term profitability.
  • High R&D and operating costs continue to pressure margins.
  • Stock-based compensation and fair value adjustments remain unpredictable.

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 Q4 2024

Historical avgQ4 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