NASDAQ$EVGO

EVgo Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

EVgo's first quarter results for 2023 were announced, featuring revenue growth and increased network throughput.

EVgo Inc. reported a strong first quarter in 2023, with revenue reaching $25.3 million, a 229% increase year-over-year, and network throughput increasing by 124% to 17.9 GWh. The company added 67,000 new customer accounts, bringing the total to 614,000. EVgo is also expanding its partnerships with Chevron and Audible.

  • Revenue increased by 229% year-over-year, reaching $25.3 million.
  • Network throughput grew by 124% year-over-year to 17.9 GWh.
  • Approximately 67,000 new customer accounts were added, totaling approximately 614,000.
  • Approximately 3,100 stalls are in operation or under construction with nearly 220 new stalls added to the EVgo network during the quarter.

Headline financials

Total Revenue

$25.3M

Previous: $7.7M+228.6%
EPS (adj)

-$0.18

Previous: -$0.21+14.3%
Network Throughput (GWh)

17.9

Previous: 8+123.7%
Total Stalls in Operation

3.1K

Previous: 2.1K+46.9%
Total Customer Accounts

614.0K

Previous: 375.0K+63.7%
Capital Expenditures

-$65.2M

Previous: -$28.3M-130.8%
Free Cash Flow

-$78.3M

Previous: -$42.7M-83.5%
Net Income

-$13.1M

Previous: -$14.4M+9.2%
Operating Income

-$42.6M

Previous: -$29.9M-42.5%
Gross Profit

$41K

Previous: -$600K+106.8%
Cash & Equivalents

$164M

Previous: $441M-62.9%
Total Assets

$730M

Previous: $751M-2.8%
Stock-Based Comp

$6.43M

Previous: $3.51M+83.3%

Revenue & EPS history

EVgo · Revenue · Quarterly

$25.3M

Q1 2023+228.6%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

EVgo · $25.3M total across 7 segments · Q1 2023

  • eXtend
    $10.3M
  • Charging Retail
    $6.62M
  • Network OEM
    $2.7M
  • Ancillary
    $2.21M
  • Charging Commercial
    $1.72M
  • Regulatory Credit Sales
    $1.22M
  • Charging OEM
    $552K

Forward guidance

EVgo is affirming 2023 guidance as follows: Total revenue of $105 – $150 million and Adjusted EBITDA of ($78) – ($60) million. Additionally, at year-end 2023, EVgo expects to have a total of 3,400 – 4,000 DC fast charging stalls in operation or under construction.

Tailwinds

  • Total revenue of $105 – $150 million
  • Adjusted EBITDA of ($78) – ($60) million
  • 3,400 – 4,000 DC fast charging stalls in operation or under construction by year-end 2023
  • EVgo and Chevron entered into a new agreement to offer Chevron locations across the U.S. a turnkey DC fast charging solution with a variety of ownership models, including EVgo eXtend.
  • EVgo entered into a new agreement with Audible to bring trial memberships to EVgo customers later in 2023.

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 2023

Historical avgQ1 2023

+7.0%

Avg return

Earnings day

+2.5%

Avg return

5 days after

-0.1%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+35.5%

Q4 2022

Best reaction

-12.1%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.3%-8.4%+16.3%
Q4 2025-5.3%-21.9%-39.6%
Q3 2025+0.6%-14.0%+0.9%
Q1 2025+32.5%+32.1%+37.2%
Q4 2024+1.6%+5.7%+4.5%
Q3 2024-3.7%-6.3%+15.2%
Q2 2024-1.8%-4.9%+18.0%
Q1 2024-12.1%-6.5%+7.0%
Q4 2023+0.0%-1.4%-23.0%
Q3 2023+16.5%+20.0%+32.2%
Q2 2023+18.3%+10.1%-6.7%
Q1 2023-7.3%-11.2%-32.5%
Q4 2022+35.5%+24.6%+4.2%
Q3 2022-3.1%-3.9%-17.1%
Q2 2022+9.2%+20.6%-5.9%
Q1 2022+11.7%+11.6%+13.9%
Q4 2021+14.5%+5.4%-12.6%
Q3 2021+29.9%+9.4%-16.8%
Q2 2021+2.8%-10.6%-21.0%
Q1 2021+2.1%-1.0%+24.7%

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