NASDAQ$EVLV

Evolv Technologies Holdings Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Evolv Technology reported record second quarter financial results and raised outlook for 2023.

Evolv Technology's Q2 2023 revenue reached $19.8 million, a 119% increase year-over-year, with ending ARR of $54.3 million, up 160% year-over-year. The company raised its business outlook for 2023.

  • Q2 Revenue of $19.8 million, up 119% year-over-year
  • Q2 Ending ARR of $54.3 million, up 160% year-over-year
  • Q2 Ending RPO of $198.3 million, up 145% year-over-year
  • Q2 Ending Evolv Express® subscriptions of 3,386, up 195% year-over-year

Headline financials

Total Revenue

$19.8M

Previous: $9.07M+118.6%
EPS (adj)

-$0.10

Previous: -$0.12+16.7%
Capital Expenditures

-$20.7M

Previous: -$11.4M-81.7%
Free Cash Flow

-$66.8M

Previous: -$37.1M-80.1%
Net Income

-$66.8M

Previous: -$25.7M-159.9%
Operating Income

-$23.6M

Previous: -$25.3M+6.6%
Gross Profit

$7.41M

Previous: $553K+1240.5%
Cash & Equivalents

$156M

Previous: $243M-35.9%
Total Assets

$308M

Previous: $333M-7.5%
Stock-Based Comp

$6.69M

Previous: $5.06M+32.2%

Revenue & EPS history

Evolv · Revenue · Quarterly

$19.8M

Q2 2023+118.6%vs Q2 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 commented on its business outlook for 2023 and updated the estimates.

Tailwinds

  • Total Revenue is expected to be $70-$75 million
  • Annual Recurring Revenue (ARR) at 12/31/23 is expected to be $70-$72 million
  • Adjusted Gross Margin is expected to be 38%-42%
  • Adjusted EBITDA is expected to be ($52-$56) 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 2023

Historical avgQ2 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