NASDAQ$NN

NextNav Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

NextNav's Q2 2023 financial results were reported, showing a decrease in revenue but strategic momentum with debt financing and technology licensing.

NextNav reported a decrease in revenue for Q2 2023, with $0.8 million compared to $1.4 million in the prior year period. The company closed a $50 million debt financing deal and subsequently an additional $20 million investment. They also signed a licensing agreement with a top-tier global chip manufacturer and expanded their E911 partner network.

  • Closed $70 million in debt financing, including $50 million in Q2 2023.
  • Signed a licensing agreement with a top-tier global chip manufacturer for NextNav technology.
  • Expanded E911 partner network with an additional nationwide U.S. carrier.
  • FCC approved experimental license to validate 3D geo-location and resilient PNT capabilities using a 5G waveform.

Headline financials

Total Revenue

$800K

Previous: $1.42M-43.7%
EPS (adj)

-$0.15

Previous: $0.01-1600.0%
Capital Expenditures

-$2.33M

Previous: -$634K-268.0%
Free Cash Flow

-$18.1M

Previous: $193K-9479.8%
Net Income

-$15.8M

Previous: $827K-2006.9%
Operating Income

-$15M

Previous: -$17M+11.7%
Gross Profit

$800K

Previous: $1.42M-43.7%
Cash & Equivalents

$52.8M

Previous: $82.5M-36.0%
Total Assets

$161M

Previous: $124M+30.3%
Stock-Based Comp

$4.37M

Previous: $6.76M-35.4%

Revenue & EPS history

NextNav · Revenue · Quarterly

$800K

Q2 2023-43.7%vs Q2 2022
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

NextNav · $995K total across 1 segment · Q1 2026

  • Commercial Services
    $995K

Forward guidance

NextNav anticipates leveraging recent funding to advance business initiatives and expects initial revenue from a new licensing agreement in the second half of 2023.

Tailwinds

  • Expected revenue from new licensing agreement with chip manufacturer in H2 2023.
  • Focus on executing against business initiatives.
  • Leveraging funds for multiple years of runway.
  • Significant traction in underlying technology licenses and government grants.
  • Building more value for shareholders going forward.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.8%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+2.2%

Avg return

30 days after

45%

10 / 22 earnings

Positive

+30.7%

Q1 2023

Best reaction

-19.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.5%+8.6%+2.2%
Q4 2025+12.9%+10.7%+35.3%
Q3 2025+6.0%+6.4%+34.3%
Q2 2025-10.2%-5.8%+2.7%
Q1 2025-5.7%-4.6%-14.9%
Q4 2024+9.1%+15.6%+17.8%
Q3 2024-5.0%+1.4%+12.8%
Q2 2024-7.3%-9.9%-12.9%
Q1 2024-6.1%-13.2%-13.3%
Q4 2023-19.1%-9.7%+41.4%
Q3 2023+0.8%-1.9%-18.5%
Q2 2023+12.8%+36.7%+29.9%
Q1 2023+30.7%+13.3%+25.2%
Q4 2022-14.0%-11.5%-1.0%
Q3 2022+8.7%+7.1%-11.9%
Q2 2022+15.7%+5.8%+17.4%
Q1 2022-2.9%-8.6%-54.3%
Q2 2021-6.8%-13.7%-12.2%
Q4 2021-6.8%-13.7%-12.2%
Q3 2021+0.2%+7.5%-20.8%
Q1 2021-0.5%+0.2%+0.7%
Q4 2020-0.4%+0.3%+0.5%
Q3 2020
Q2 2020
Q1 2020

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