NASDAQ$LAZRQ

Luminar Technologies Inc. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported a 29% year-over-year revenue increase and is on track for all four key 2022 milestones and financial guidance.

Luminar Technologies announced its Q1 2022 financial results, reporting $6.9 million in revenue, a 29% increase year-over-year, and is on track to meet or beat its prior $40 million full-year 2022 revenue guidance. The company also established a partnership with Nissan and acquired Freedom Photonics to advance its chip-level technology roadmap.

  • Revenue of $6.9 million, up 29% year-over-year and ahead of internal expectations.
  • On track to meet or beat its prior $40 million full-year 2022 revenue guidance.
  • Established Nissan Partnership for their next-generation ADAS and safety system.
  • Acquired Freedom Photonics to advance chip-level technology roadmap and lower costs.

Headline financials

Total Revenue

$6.86M

Previous: $5.31M+29.0%
EPS (adj)

-$0.16

Previous: -$0.08-100.0%
Capital Expenditures

-$5M

Previous: -$889K-462.9%
Free Cash Flow

-$37.8M

Previous: -$28.9M-30.9%
Net Income

-$88.3M

Previous: -$75.9M-16.3%
Operating Income

-$82.3M

Previous: -$29.2M-181.5%
Gross Profit

-$9.8M

Previous: -$2.33M-321.3%
Cash & Equivalents

$159M

Previous: $207M-22.9%
Total Assets

$808M

Previous: $651M+24.0%
Stock-Based Comp

$26.7M

Previous: $1.84M+1353.3%

Revenue & EPS history

Luminar · Revenue · Quarterly

$6.86M

Q1 2022+29%vs Q1 2021
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Forward guidance

Luminar maintains its full-year 2022 revenue and cash spend guidance.

Tailwinds

  • On track to achieving series production readiness for Iris lidar and core software in 2022.
  • Expecting positive results from independent study validating Proactive Safety™ capability.
  • Achieved two additional major commercial wins year-to-date (Mercedes and Nissan).
  • Expects to meet or beat the 40% growth target for major commercial wins for the full year.
  • Company expects to achieve its forward-looking order book growth target of at least 40% YoY in 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

-2.1%

Avg return

Earnings day

-15.7%

Avg return

5 days after

-10.0%

Avg return

30 days after

33%

9 / 27 earnings

Positive

+33.0%

Q4 2024

Best reaction

-34.3%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025-5.7%-15.7%-10.0%
Q2 2025-16.1%
Q1 2025-17.0%
Q4 2024+33.0%
Q3 2024+28.6%
Q2 2024-34.3%
Q1 2024-2.7%
Q4 2023+6.3%
Q3 2023-12.1%
Q2 2023-7.0%
Q1 2023-7.9%
Q4 2022+2.1%
Q3 2022-9.9%
Q2 2022+13.3%
Q1 2022-9.4%
Q4 2021+8.3%
Q3 2021+3.9%
Q2 2021-6.6%
Q1 2021+6.2%
Q4 2020-9.9%
Q2 2020-9.9%
Q4 2019-9.9%
Q3 2020-0.8%
Q1 2020+0.2%
Q3 2019+0.0%
Q2 2019+0.0%
Q1 2019+0.0%

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