NASDAQ$PRCH

Porch Group Inc. · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported $64.1 Million of Revenue, a growth of 24% Year-Over-Year, with insurance segment continuing strong growth, while atypical fourth-quarter weather impacted Adjusted EBITDA.

Porch Group reported Q4 2022 revenues of $64.1 million, a 24% increase compared to Q4 2021. The company's GAAP net loss totaled $35.5 million, impacted by higher-than-expected claims due to Winter Storm Elliott. Adjusted EBITDA loss for the quarter was $13.3 million.

  • Total revenue for the fourth quarter of 2022 was $64.1 million, an increase of 24% from $51.6 million in the fourth quarter of 2021.
  • Revenue less cost of revenue for the fourth quarter of 2022 was $43.9 million, compared to $37.4 million for the fourth quarter of 2021, with weather events adding approximately $7 million of additional costs.
  • GAAP net loss for the fourth quarter of 2022 totaled $35.5 million, compared to a GAAP net loss of $20.1 million for the fourth quarter of 2021, impacted by Winter Storm Elliott.
  • Adjusted EBITDA loss for the fourth quarter of 2022 totaled $13.3 million, compared to Adjusted EBITDA loss of $5.4 million for the fourth quarter of 2021.

Headline financials

Total Revenue

$64.1M

Previous: $51.6M+24.3%
EPS (adj)

-$0.32

Previous: -$0.25-28.0%
Capital Expenditures

$364K

Previous: $384K-5.2%
Free Cash Flow

-$5.29M

Previous: $6.56M-180.7%
Net Income

-$35.5M

Previous: -$22.6M-57.1%
Operating Income

-$33.8M

Previous: -$20.8M-62.1%
Gross Profit

$43.9M

Previous: $40.9M+7.5%
Cash & Equivalents

$215M

Previous: $316M-31.9%
Total Assets

$1.05B

Previous: $1.04B+1.0%
Stock-Based Comp

$6.4M

Previous: $9.23M-30.7%

Revenue & EPS history

Porch · Revenue · Quarterly

$64.1M

Q4 2022+24.3%vs Q4 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

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

+8.3%

Avg return

Earnings day

+11.8%

Avg return

5 days after

+18.4%

Avg return

30 days after

67%

16 / 24 earnings

Positive

+74.1%

Q4 2024

Best reaction

-36.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.4%+20.7%+21.3%
Q3 2025+1.0%-4.3%-11.9%
Q1 2025+67.4%+67.0%+71.3%
Q4 2024+74.1%+82.6%+95.0%
Q3 2024+58.8%+47.8%+141.7%
Q2 2024-32.4%-26.0%-26.0%
Q1 2024+4.3%-14.8%-41.2%
Q4 2023+22.0%+26.3%+44.7%
Q3 2023+37.4%+50.7%+211.6%
Q2 2023-9.5%-12.7%-36.3%
Q1 2023+26.8%+22.4%+37.6%
Q4 2022-25.5%-32.6%-27.2%
Q3 2022-36.5%-31.5%+18.8%
Q2 2022+9.9%+21.8%-3.1%
Q1 2022+2.0%+30.3%-2.0%
Q4 2021-20.9%+15.8%-19.9%
Q3 2021+8.0%+2.9%-29.8%
Q2 2021-9.9%-17.1%-0.2%
Q1 2021+6.5%+16.3%+20.8%
Q2 2020+7.3%+5.0%-20.7%
Q4 2020+5.2%+7.0%-20.5%
Q3 2020+0.9%+0.2%+11.3%
Q1 2020+0.0%+0.0%-0.6%
Q4 2019+1.5%+4.2%+6.4%
Q3 2019
Q2 2019
Q1 2019

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