NASDAQ$NKLAQ

Nikola Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported strongest topline in the history of the company with revenue up 318% from Q1, and wholesaled 72 hydrogen fuel cell electric vehicles, exceeding guidance.

Nikola Corporation reported its Q2 2024 financial results, highlighting a record revenue of $31.3 million, a 318% increase from Q1. The company wholesaled 72 hydrogen fuel cell electric vehicles, exceeding the high-end of guidance. Nikola is progressing with its BEV "2.0" recall program and created alternative revenue streams with the initial sale of regulatory credits.

  • Q2 2024 revenue was $31.3M, up 318% from Q1.
  • Wholesaled 72 hydrogen fuel cell electric vehicles in Q2, up 80% from Q1, exceeding the high-end of guidance.
  • Created alternative revenue streams with the initial sale of regulatory credits.
  • BEV “2.0” recall program on track for completion by year-end 2024

Headline financials

Total Revenue

$31.3M

Previous: $15.4M+103.9%
EPS (adj)

-$2.67

Previous: -$6.00+55.5%
Capital Expenditures

-$13.7M

Previous: -$87.7M+84.4%
Net Income

-$134M

Previous: -$218M+38.6%
Operating Income

-$131M

Previous: -$169M+22.2%
Gross Profit

-$54.7M

Previous: -$27.6M-98.1%
R&D Expense

$40.2M

No prior period
Stock-Based Comp

$7.95M

Previous: $25.8M-69.2%

Revenue & EPS history

Nikola · Revenue · Quarterly

$31.3M

Q2 2024+103.9%vs Q2 2023
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Revenue by segment

Nikola · $36K total across 1 segment · Q2 2020

  • Solar Revenues
    $36K

Forward guidance

Nikola is focused on scaling its hydrogen fuel cell electric vehicle production and expanding its HYLA energy infrastructure to support growing demand. The company aims to complete its BEV recall program by the end of the year and capitalize on new revenue streams from regulatory credits.

Tailwinds

  • Strongest topline in company history.
  • Exceeded guidance on hydrogen fuel cell electric vehicle wholesales.
  • Progressing with BEV “2.0” recall program.
  • HYLA fueling solutions are being delivered to support volume ramp up.
  • Dominant share of HVIP vouchers in California.

Headwinds

  • Gross loss of $54.7 million.
  • Loss from operations of $131.1 million.
  • Net loss of $133.7 million.
  • Adjusted EBITDA loss of $109.4 million.
  • Continued focus on cost reduction is necessary.

Historical earnings impact

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

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+211.7%

Avg return

Earnings day

-12.0%

Avg return

5 days after

-20.4%

Avg return

30 days after

41%

11 / 27 earnings

Positive

+2900.0%

Q3 2019

Best reaction

-29.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2024+3.3%-24.1%-1.9%
Q3 2024-11.1%-24.4%-54.2%
Q2 2024+2.8%-1.0%-32.3%
Q1 2024-9.1%-10.3%-20.8%
Q4 2023+8.8%+8.1%-5.8%
Q3 2023+8.6%-1.0%-6.8%
Q2 2023-29.7%-43.0%-65.6%
Q1 2023-18.8%-22.4%-38.9%
Q4 2022-4.7%-4.8%-36.1%
Q3 2022-10.3%-15.1%-13.9%
Q2 2022+7.6%-7.1%-29.8%
Q1 2022-6.3%-22.7%-7.4%
Q4 2021+15.7%+12.0%+48.4%
Q3 2021+3.4%
Q2 2021-5.2%
Q1 2021+11.0%
Q4 2020-14.5%
Q3 2020-7.9%
Q2 2020-4.0%
Q1 2020-3.6%
Q4 2019-20.0%
Q3 2019+2900.0%
Q2 2019+2900.0%
Q1 2019+0.0%
Q4 2018+0.0%
Q3 2018+0.4%
Q2 2018+0.0%

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