NASDAQ$EVLV

Evolv Technologies Holdings Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported record third quarter results and raised outlook for 2022.

Evolv Technology reported a strong third quarter with a 96% increase in revenue year-over-year, driven by robust market adoption and expansion. The company also raised its business outlook for 2022.

  • Q3 Revenue reached $16.5 million, showing a 96% increase year-over-year.
  • Q3 Ending ARR totaled $28.7 million, up 189% year-over-year.
  • Q3 Ending RPO was $109.4 million, reflecting a 220% increase year-over-year.
  • Q3 Ending Evolv Express® subscriptions amounted to 1,692, up 198% year-over-year.

Headline financials

Total Revenue

$16.5M

Previous: $8.37M+97.6%
EPS (adj)

-$0.13

Previous: -$0.11-18.2%
Ending ARR

$28.7M

No prior period
Free Cash Flow

-$18.6M

Previous: $19.7M-194.6%
Net Income

-$18.6M

Previous: $22.8M-181.8%
Operating Income

-$26.6M

Previous: -$16.6M-59.9%
Gross Profit

$225K

Previous: $4.16M-94.6%
Cash & Equivalents

$218M

Previous: $334M-34.5%
Total Assets

$326M

Previous: $383M-14.9%
Stock-Based Comp

$6.53M

Previous: $2.64M+147.4%

Revenue & EPS history

Evolv · Revenue · Quarterly

$16.5M

Q3 2022+97.6%vs Q3 2021
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Evolv · $16.5M total across 3 segments · Q3 2022

  • Product Revenue
    $9.84M+84.1%
  • Subscription Revenue
    $5.2M+125.5%
  • Service Revenue
    $1.49M+108.2%

Forward guidance

The Company raised its outlook for 2022 and provided preliminary estimates for 2023.

Tailwinds

  • Total Revenue for 2022 is expected to be between $46 million and $48 million.
  • Annual Recurring Revenue (ARR) at 12/31/2022 is projected to be between $31 million and $32 million.
  • Exiting ARR in 2023 is estimated to be in the range of $65 million to $70 million, reflecting growth of more than 100%.
  • Full year revenues in 2023 are expected to be in the range of $55 million to $60 million.
  • The company anticipates significantly reducing its full year operating cash usage in 2023.

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 Q3 2022

Historical avgQ3 2022

+0.9%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+7.1%

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%
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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