NASDAQ$LPRO

Open Lending Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported results ahead of expectations in the second quarter, including the certification of 34,354 loans.

Open Lending reported Q2 2023 financial results with a total revenue of $38.2 million and 34,354 certified loans. The company's performance exceeded expectations due to optimizing sales channels, enhancing technology, and attracting top talent, positioning it to capitalize on future industry recovery.

  • Facilitated 34,354 certified loans in Q2 2023, compared to 44,531 in Q2 2022.
  • Total revenue reached $38.2 million in Q2 2023, down from $52.0 million in Q2 2022.
  • Gross profit amounted to $32.0 million in Q2 2023, a decrease from $47.0 million in Q2 2022.
  • Net income was $11.4 million in Q2 2023, compared to $23.1 million in Q2 2022.

Headline financials

Total Revenue

$38.2M

Previous: $52M-26.7%
EPS (adj)

$0.09

Previous: $0.18-50.0%
Certified Loans

34.4K

Previous: 44.5K-22.9%
Capital Expenditures

-$77K

Previous: -$364K+78.8%
Free Cash Flow

$11.3M

Previous: $22.8M-50.4%
Net Income

$11.4M

Previous: $23.1M-50.8%
Operating Income

$15.7M

Previous: $32.8M-52.1%
Gross Profit

$32M

Previous: $47M-31.8%
Cash & Equivalents

$224M

Previous: $168M+33.8%
Total Assets

$387M

Previous: $367M+5.4%
Stock-Based Comp

$2.32M

Previous: $988K+134.7%

Revenue & EPS history

Open Lending · Revenue · Quarterly

$38.2M

Q2 2023-26.7%vs Q2 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Open Lending · $38.2M total across 3 segments · Q2 2023

  • Program Fees
    $17.9M-13.7%
  • Profit Share
    $17.8M-38.9%
  • Claims Admin & Other Service Fees
    $2.45M+13.7%

Forward guidance

The Company is issuing guidance ranges as follows: Total Certified Loans 26,000 - 30,000, Total Revenue $29 - $34 million, Adjusted EBITDA $13 - $17 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.6%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+5.8%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+26.7%

Q1 2023

Best reaction

-57.6%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+18.7%+15.6%+31.9%
Q4 2025+19.2%+19.0%+19.8%
Q3 2025-8.9%+3.1%+13.7%
Q1 2025+19.2%+29.0%+29.7%
Q4 2024-57.6%-63.0%-53.6%
Q3 2024-12.5%-6.5%-13.1%
Q2 2024-0.2%-4.4%-1.6%
Q1 2024+6.3%+12.6%+32.6%
Q4 2023-7.8%-11.3%-21.3%
Q3 2023-7.6%-10.1%+5.5%
Q2 2023-23.8%-20.9%-22.1%
Q1 2023+26.7%+27.8%+44.8%
Q4 2022-21.2%-16.0%-14.5%
Q3 2022+0.7%-5.7%+4.4%
Q2 2022-0.6%-1.2%-14.5%
Q1 2022-7.4%-17.9%-13.7%
Q4 2021+21.6%+26.0%+20.6%
Q3 2021-17.4%-11.3%-33.3%
Q2 2021+1.2%-8.9%+6.9%
Q1 2021-1.9%+0.7%+8.5%
Q4 2020+11.9%+21.7%+16.1%
Q3 2019+2.0%+1.8%+11.9%
Q3 2020+2.8%+7.9%+19.9%
Q4 2019+5.3%+8.7%+16.7%
Q2 2019+5.3%+8.7%+16.7%
Q1 2020+5.3%+8.7%+16.7%
Q1 2019+5.3%+8.7%+16.7%
Q2 2020-2.4%+0.3%+16.4%

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