NASDAQ$MITK

Mitek Systems Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported record revenue and earnings for full year fiscal 2022.

Mitek Systems, Inc. reported financial results for both its fourth quarter and fiscal 2022 full year ended September 30, 2022. Total revenue for the full year fiscal 2022 increased 20% year over year, driven by additional revenue as a result of the acquisition of HooYu Ltd., as well as increased demand for both Mitek’s digital identity verification and deposits solutions.

  • Total revenue increased 17% year over year to $38.8 million.
  • GAAP net operating income was $2.9 million.
  • GAAP net loss was $0.3 million, or $0.01 per diluted share.
  • Non-GAAP net income was $9.0 million, or $0.20 per diluted share.

Headline financials

Total Revenue

$38.8M

Previous: $33.3M+16.5%
EPS (adj)

$0.20

Previous: $0.22-9.1%
Capital Expenditures

$197K

Previous: $421K-53.2%
Free Cash Flow

$10.1M

Previous: $11.9M-14.8%
Net Income

-$311K

Previous: $2.24M-113.9%
Operating Income

$2.94M

Previous: $4.36M-32.6%
Gross Profit

$33.5M

Previous: $30.1M+11.6%
Cash & Equivalents

$32.1M

Previous: $30.3M+5.8%
Total Assets

$360M

Previous: $420M-14.1%
Stock-Based Comp

$3.23M

Previous: $2.95M+9.5%

Revenue & EPS history

Mitek · Revenue · Quarterly

$38.8M

Q4 2022+16.5%vs Q4 2021
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Forward guidance

Mitek expects revenue for the year ending September 30, 2023 to be in the range of $162.0 million to $165.0 million, an increase of approximately 14% year over year from the mid-point of the guidance range. In addition, Mitek expects its non-GAAP operating margin for fiscal 2023 to be in the range of 29.5% to 30.5%.

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 Q4 2022

Historical avgQ4 2022

+0.3%

Avg return

Earnings day

-1.4%

Avg return

5 days after

-2.3%

Avg return

30 days after

45%

29 / 64 earnings

Positive

+24.5%

Q4 2024

Best reaction

-24.9%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+1.5%-9.8%-3.3%
Q1 2026-0.3%+17.4%+48.7%
Q4 2025+4.4%+10.8%+15.6%
Q2 2025+10.8%+9.0%+16.5%
Q1 2025-7.8%-9.2%-21.1%
Q4 2024+24.5%+30.2%+15.6%
Q3 2024-24.9%-24.9%-23.3%
Q2 2024+3.5%-2.5%-14.7%
Q1 2024-8.5%-16.7%-3.1%
Q4 2023+2.5%+2.8%-1.8%
Q3 2023-1.0%+1.7%+6.9%
Q2 2023-6.4%-10.8%-17.9%
Q1 2023+13.7%+6.8%-5.6%
Q4 2022-0.5%+3.1%-5.6%
Q3 2022+18.8%+19.1%+12.3%
Q2 2022-12.3%-11.9%-27.2%
Q1 2022+11.0%+8.1%+0.1%
Q4 2021-4.1%-4.5%-11.8%
Q3 2021+14.9%+13.0%+15.8%
Q2 2021-2.9%-6.4%+1.6%
Q1 2021-2.8%-8.8%-8.1%
Q4 2020+7.7%-6.3%-11.2%
Q3 2020+2.6%+8.9%+27.2%
Q2 2020-7.9%-5.5%-1.8%
Q1 2020+8.4%+2.3%-3.2%
Q4 2019-17.7%-19.7%-25.8%
Q3 2019-7.1%-8.4%-15.3%
Q2 2019-7.6%-8.1%-14.3%
Q1 2019-0.7%-0.2%-2.5%
Q4 2018+4.9%+3.6%+4.4%
Q3 2018-13.8%-10.6%-5.8%
Q2 2018+16.1%+14.2%+11.6%
Q1 2018-9.3%-16.4%-14.8%
Q4 2017+14.3%+2.9%+0.0%
Q3 2017-3.3%-11.8%-6.2%
Q2 2017+6.7%+1.8%+1.2%
Q1 2017-5.4%-10.9%-7.0%
Q4 2016-10.1%-0.8%-13.2%
Q3 2016-3.0%-7.6%-0.9%
Q2 2016+18.4%
Q1 2016-8.1%
Q4 2015+16.9%
Q3 2015-4.8%
Q2 2015-4.0%
Q1 2015+1.5%
Q4 2014+6.1%
Q3 2014+1.9%
Q2 2014-5.8%
Q1 2014-4.2%
Q4 2013+1.8%
Q3 2013+10.1%
Q2 2013-9.0%
Q1 2013+14.3%
Q4 2012-13.0%
Q3 2012-1.3%
Q2 2012-12.2%
Q1 2012-2.6%
Q1 2011-2.6%
Q4 2011-6.4%
Q2 2011-6.4%
Q3 2011+1.9%
Q3 2010+1.9%
Q4 2010+13.5%
Q2 2010+1.3%

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