NASDAQ$EVLV

Evolv Technologies Holdings Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported strong second quarter results and reaffirmed outlook for 2022.

Evolv Technology reported a strong second quarter with a 94% increase in revenue year-over-year, driven by the addition of over 50 new customers and continued expansion in key markets. The company surpassed 1,100 Evolv Express systems deployed and $100 million in cumulative TCV bookings. They reaffirmed their full year growth plans for 2022.

  • Q2 Revenue reached $9.1 million, a 94% increase year-over-year.
  • Q2 Ending ARR was $20.9 million, up 181% year-over-year.
  • Q2 Ending RPO was $66.2 million, up 166% year-over-year.
  • Q2 Ending Evolv Express® subscriptions totaled 1,147, up 193% year-over-year

Headline financials

Total Revenue

$9.07M

Previous: $0.00
EPS (adj)

-$0.12

Previous: -$0.71+83.1%
Capital Expenditures

-$11.4M

Previous: $5.83M-295.1%
Free Cash Flow

-$37.1M

Previous: -$7.63M-386.0%
Net Income

-$25.7M

Previous: -$7.63M-236.8%
Operating Income

-$25.3M

Previous: -$6.68M-278.6%
Gross Profit

$553K

Previous: $100K+453.0%
Cash & Equivalents

$243M

Previous: $10M+2326.9%
Total Assets

$333M

Previous: $173M+92.6%
Stock-Based Comp

$5.06M

Previous: $1.07M+374.3%

Revenue & EPS history

Evolv · Revenue · Quarterly

$9.07M

Q2 2022
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Evolv · $9.07M total across 3 segments · Q2 2022

  • Product Revenue
    $4.15M
  • Subscription Revenue
    $4.01M
  • Service Revenue
    $918K

Forward guidance

The Company reaffirmed its business outlook for 2022. The Company's outlook is based on the current indications for its business, which may change at any time.

Tailwinds

  • Total Revenue: $29 million - $31 million
  • Annual Recurring Revenue (ARR) at 12/31: $27 million - $28 million
  • Adjusted EBITDA: ($65 million) - ($67 million)
  • Cash and Cash Equivalents: $220 million - $230 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 Q2 2022

Historical avgQ2 2022

+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

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