NASDAQ$MRAM

Everspin Technologies Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Q4 2023 revenue reached $16.7 million and EPS was $0.09, exceeding guidance. Record annual revenue and profitability were achieved.

Everspin Technologies reported strong Q4 2023 results, exceeding expectations with revenue of $16.7 million and EPS of $0.09. The company achieved record annual revenue and profitability in 2023, driven by operational excellence and 217 design wins.

  • Total revenue for Q4 2023 was $16.7 million, a 6% increase from $15.7 million in Q4 2022.
  • MRAM product sales were $12.4 million, compared to $14.6 million in Q4 2022.
  • Licensing, royalties, patents, and other revenue reached $4.3 million, up from $1.1 million in Q4 2022.
  • GAAP net income was $2.0 million, or $0.09 per diluted share, compared to $0.6 million, or $0.03 per diluted share, in Q4 2022.

Headline financials

Total Revenue

$16.7M

Previous: $15.7M+6.4%
EPS (adj)

$0.09

Previous: $0.02+350.0%
Gross Margin

58.1%

No prior period
GAAP Operating Expenses

$8.1M

No prior period
Other Income, Net

$400K

No prior period
Capital Expenditures

-$324K

Previous: $1.47M-122.1%
Net Income

$2M

Previous: $600K+233.3%
Operating Income

$1.59M

Previous: $552K+187.5%
Gross Profit

$9.7M

Previous: $8.07M+20.3%
Stock-Based Comp

$1.31M

Previous: $1.12M+16.4%

Revenue & EPS history

Everspin · Revenue · Quarterly

$16.7M

Q4 2023+6.4%vs Q4 2022
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Everspin · $11.8M total across 2 segments · Q2 2021

  • Product Sales
    $10.2M-6.8%
  • Licensing and Other
    $1.66M+84.8%

Forward guidance

For the first quarter 2024, Everspin expects total revenue in a range of $13.5 million to $14.5 million and GAAP net income per diluted share to be between breakeven and $0.05.

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 2023

Historical avgQ4 2023

+0.1%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+5.8%

Avg return

30 days after

39%

15 / 38 earnings

Positive

+62.7%

Q3 2021

Best reaction

-25.8%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.5%+47.0%+106.8%
Q4 2025-15.5%-15.2%-12.1%
Q3 2025-18.0%-12.7%-17.7%
Q1 2025+11.7%+7.4%+5.8%
Q4 2024-1.4%-3.3%-10.7%
Q3 2024-7.6%-13.2%-8.2%
Q2 2024-2.4%-10.7%-9.9%
Q1 2024-12.3%-15.8%-19.7%
Q4 2023-11.2%-7.1%-13.2%
Q3 2023-13.5%-8.7%-7.2%
Q2 2023+4.2%+6.1%+4.9%
Q1 2023+7.6%+10.5%+29.7%
Q4 2022+0.3%-1.6%-1.3%
Q3 2022-14.1%-7.4%-3.0%
Q2 2022+41.9%+38.6%+10.8%
Q1 2022-10.4%-9.9%-11.0%
Q4 2021-9.1%-13.1%-12.5%
Q3 2021+62.7%+101.7%+65.5%
Q2 2021+3.4%-2.7%+20.0%
Q1 2021+5.2%+3.6%+22.0%
Q4 2020-4.9%-2.3%+4.0%
Q3 2020-21.7%-21.9%-32.4%
Q2 2020-25.8%-39.5%-38.9%
Q1 2020+52.8%+78.3%+119.8%
Q4 2019+13.3%+15.1%+16.4%
Q3 2019-6.6%-6.5%-15.5%
Q2 2019-1.7%+5.7%+11.6%
Q1 2019-0.8%-9.6%-21.3%
Q4 2018-2.3%-5.7%+0.0%
Q3 2018+1.6%+1.4%-16.2%
Q2 2018-12.5%-16.4%-15.8%
Q1 2018+20.8%+19.1%+11.4%
Q4 2017-14.7%-12.7%-12.1%
Q3 2017-9.7%-12.8%-23.9%
Q2 2017-19.5%-18.0%-11.6%
Q1 2017+11.5%+2.5%+100.0%
Q4 2016-3.3%-14.0%-1.0%
Q3 2016+1.6%+5.9%+6.6%
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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