NASDAQ$NRDS

NerdWallet Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

NerdWallet's Q2 2022 financial results were reported, with better-than-expected revenue and Adjusted EBITDA, along with a record quarter of registrations and continued diversification efforts.

NerdWallet reported a revenue of $125.2 million, representing a 37% year-over-year increase. The company's GAAP net loss was $9.3 million, or $0.14 loss per diluted share. Adjusted EBITDA was $12.7 million.

  • Revenue reached $125.2 million, a 37% increase year-over-year.
  • Credit cards revenue grew by 82% year-over-year to $54.6 million.
  • Loans revenue decreased by 26% year-over-year to $24.0 million, primarily due to a decline in mortgages.
  • Other verticals revenue increased by 58% year-over-year to $46.6 million, driven by SMB products and banking.

Headline financials

Total Revenue

$125M

Previous: $91.6M+36.7%
EPS (adj)

-$0.14

Previous: -$0.28+50.0%
Adjusted EBITDA

$12.7M

Previous: -$10.8M+217.6%
Capital Expenditures

-$2.9M

Previous: $200K-1550.0%
Free Cash Flow

-$12.2M

Previous: -$14.7M+17.0%
Net Income

-$9.3M

Previous: -$13.9M+33.1%
Operating Income

-$9M

Previous: -$22.7M+60.4%
Gross Profit

$117M

Previous: $84.3M+38.8%
Cash & Equivalents

$126M

Previous: $41.1M+206.1%
Total Assets

$346M

No prior period
Stock-Based Comp

$9.7M

Previous: $4.2M+131.0%

Revenue & EPS history

NerdWallet · Revenue · Quarterly

$125M

Q2 2022+36.7%vs Q2 2021
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

NerdWallet · $78.6M total across 2 segments · Q2 2022

  • Credit cards
    $54.6M+82.6%
  • Loans
    $24M-25.7%

Forward guidance

NerdWallet is providing revenue guidance for Q3 2022 in the range of $135 - $141 million, representing a 40% year-over-year growth rate at the midpoint. Adjusted EBITDA is expected in the range of $8 - $10 million. The company expects a year-over-year increase in its 2022 annual Adjusted EBITDA margin.

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 2022

Historical avgQ2 2022

+6.0%

Avg return

Earnings day

+4.1%

Avg return

5 days after

+4.8%

Avg return

30 days after

55%

12 / 22 earnings

Positive

+43.5%

Q3 2023

Best reaction

-28.6%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.8%-22.8%-26.8%
Q4 2025+7.5%+11.2%-3.1%
Q3 2025-2.0%+1.5%+26.7%
Q1 2025+29.2%+40.1%+31.8%
Q4 2024-18.6%-25.0%-34.8%
Q3 2024+30.1%+25.3%+22.9%
Q2 2024-27.8%-31.8%-18.4%
Q1 2024-6.3%-8.6%-0.2%
Q4 2023+4.1%+8.0%-2.4%
Q3 2023+43.5%+65.6%+70.7%
Q2 2023-8.1%-10.1%-13.9%
Q1 2023-28.6%-33.6%-29.5%
Q4 2022+27.3%+24.0%+18.9%
Q3 2021+27.7%+26.0%+20.1%
Q3 2022+27.7%+26.0%+20.1%
Q2 2021+11.2%+12.9%+10.7%
Q2 2022+6.3%+9.3%+9.9%
Q1 2022-1.0%-20.8%+17.3%
Q1 2021-1.0%-20.8%+17.3%
Q4 2019-2.2%+3.3%-23.7%
Q4 2020-2.2%+3.3%-23.7%
Q4 2021+13.1%+6.3%+16.8%
Q3 2020
Q2 2020
Q1 2020

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