NASDAQ$EVLV

Evolv Technologies Holdings Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Evolv Technology reported record first-quarter financial results and raised its outlook for 2023.

Evolv Technology's first quarter 2023 revenue increased by 113% year-over-year to $18.6 million. The company raised its business outlook for 2023.

  • Q1 Revenue of $18.6 million, up 113% year-over-year
  • Q1 Ending ARR of $42.0 million, up 153% year-over-year
  • Q1 Ending RPO of $161.8 million, up 154% year-over-year
  • Q1 Ending Evolv Express® subscriptions of 2,787, up 206% year-over-year

Headline financials

Total Revenue

$18.6M

Previous: $8.72M+113.2%
EPS (adj)

-$0.12

Previous: -$0.13+7.7%
Free Cash Flow

-$28.6M

Previous: -$14.9M-92.3%
Net Income

-$28.6M

Previous: -$14.6M-96.6%
Operating Income

-$22.5M

Previous: -$25.9M+13.2%
Gross Profit

$4.77M

Previous: $1.63M+193.1%
Cash & Equivalents

$181M

Previous: $271M-33.2%
Total Assets

$306M

Previous: $344M-11.2%
Stock-Based Comp

$5.04M

Previous: $3.93M+28.4%

Revenue & EPS history

Evolv · Revenue · Quarterly

$18.6M

Q1 2023+113.2%vs Q1 2022
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Evolv · $18.6M total across 3 segments · Q1 2023

  • Product Revenue
    $8.75M
  • Subscription Revenue
    $6.47M
  • Service Revenue
    $3.36M

Forward guidance

The Company today commented on its business outlook for 2023. The Company's outlook is based on the current indications for its business, which may change at any time.

Tailwinds

  • Total Revenue: $60-$65 million
  • Annual Recurring Revenue (ARR) at 12/31/23: $67-$71 million
  • Adjusted Gross Margin: 35%-40%

Headwinds

  • Adjusted EBITDA: ($53-$58) million

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 2023

Historical avgQ1 2023

+0.9%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+6.3%

Avg return

30 days after

59%

13 / 22 earnings

Positive

+29.2%

Q3 2022

Best reaction

-45.0%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%-17.6%-11.3%
Q4 2025+9.7%-1.1%+13.5%
Q3 2025-8.7%-10.0%+6.5%
Q1 2025+7.8%+3.1%+3.4%
Q3 2024-0.9%-5.4%+22.3%
Q4 2024-1.4%+4.3%+31.3%
Q2 2024-1.7%+4.1%+23.2%
Q1 2024-38.9%-26.9%-36.3%
Q4 2023-13.7%-18.0%-3.3%
Q3 2023-11.8%+0.8%+13.8%
Q2 2023+26.4%+28.4%+12.6%
Q1 2023+25.2%+28.6%+50.4%
Q4 2022+10.2%+4.7%+13.5%
Q3 2022+29.2%+29.2%+31.4%
Q2 2022+14.5%+18.8%-16.7%
Q1 2022+12.8%+20.9%+57.2%
Q4 2021-45.0%-42.1%-18.4%
Q3 2021+17.5%+9.8%-23.3%
Q2 2021-13.1%-5.8%-33.9%
Q1 2021+0.1%+0.3%+0.1%
Q4 2020+0.2%-0.4%-0.8%
Q3 2020+0.4%+0.7%+2.6%
Q2 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