NASDAQ$EVLV

Evolv Technologies Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a year-over-year revenue increase and a shift from net loss to net income.

Evolv Technology reported a 29% increase in revenue compared to the same quarter last year, reaching $25.5 million. The company also achieved net income of $3.5 million, a significant improvement from the net loss of $(66.8) million in the second quarter of 2023.

  • Q2 revenue reached $25.5 million, a 29% increase year-over-year.
  • Ending ARR reached $88.9 million, a 64% increase year-over-year.
  • Ending RPO reached $262.9 million, a 33% increase year-over-year.
  • Evolv Express subscriptions reached 5,323, a 57% increase year-over-year.

Headline financials

Total Revenue

$25.5M

Previous: $19.8M+28.8%
EPS

$0.02

Previous: -$0.10+120.0%
Ending ARR

$87M

No prior period
Adjusted EBITDA

-$7.97M

No prior period
Adjusted EBITDA Margin

-31.6%

No prior period
Net Profit Margin

13.6%

No prior period
New Customers

84

No prior period
Adjusted Gross Margin

59.0%

No prior period
Capital Expenditures

-$3.04M

Previous: -$20.7M+85.3%
Free Cash Flow

$3.46M

Previous: -$66.8M+105.2%
Net Income

$3.46M

Previous: -$66.8M+105.2%
Operating Income

-$22.3M

Previous: -$23.6M+5.5%
Gross Profit

$14.5M

Previous: $7.41M+95.2%
R&D Expense

$5.72M

No prior period
Stock-Based Comp

$7.42M

Previous: $6.69M+11.0%

Revenue & EPS history

Evolv · Revenue · Quarterly

$25.5M

Q2 2024+28.8%vs Q2 2023
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 reaffirmed its business outlook for 2024.

Tailwinds

  • Total Revenue reaffirmed at ~$100 million.
  • ARR at 12/31/24 reaffirmed at ~$100 million.
  • Adjusted Gross Margin reaffirmed at ~60%.
  • Adjusted EBITDA to improve by 40%+

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 2024

Historical avgQ2 2024

+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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