NASDAQ$REKR

Rekor Systems Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Rekor Systems reported a 16% increase in Q3 2024 gross revenue, driven by Urban Mobility revenue stream and commenced implementation of Rekor Discover™ in Florida after receiving FDOT-approved product list certification.

Rekor Systems reported a 16% increase in gross revenue to $10.5 million in Q3 2024, driven by the Urban Mobility revenue stream. The company is focusing on cost optimization and aims to achieve positive cash flow in 2025. Rekor Discover™ was added to the Florida DOT Approved Product List, and implementation has commenced.

  • Q3 2024 gross revenue increased 16% to $10.5 million compared to Q3 2023.
  • Q3 recurring revenue increased 14% to $5.5 million compared to $4.8 million.
  • Rekor Discover™ is now on the Florida DOT Approved Product List, and deployments have commenced.
  • CEO, David Desharnais, was inducted into the ITS America Board.

Headline financials

Total Revenue

$10.5M

Previous: $9.12M+15.6%
EPS

-$0.14

Previous: -$0.16+12.5%
Gross Profit Margin

44.0%

No prior period
Free Cash Flow

-$12.6M

Previous: -$10.6M-19.7%
Net Income

-$12.6M

Previous: -$10.6M-19.7%
Operating Income

-$12.9M

Previous: -$9.8M-31.1%
Gross Profit

-$5.9M

Previous: -$4.32M-36.6%
Cash & Equivalents

$10.6M

Previous: $7.03M+50.7%
Total Assets

$101M

Previous: $88.2M+14.8%
R&D Expense

$4.74M

Previous: $4.27M+11.0%
Stock-Based Comp

$1.15M

Previous: $1.08M+6.2%

Revenue & EPS history

Rekor Systems · Revenue · Quarterly

$10.5M

Q3 2024+15.6%vs Q3 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

Rekor is aggressively optimizing its cost structure and accelerating its path to achieve positive cash flow in 2025.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-3.7%

Avg return

Earnings day

-6.7%

Avg return

5 days after

+0.1%

Avg return

30 days after

33%

12 / 36 earnings

Positive

+19.2%

Q4 2020

Best reaction

-40.5%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+8.1%-2.2%
Q1 2026+1.4%-12.4%-21.6%
Q3 2025+6.0%-6.4%-14.2%
Q4 2024+1.5%-21.1%+15.0%
Q3 2024-21.5%-20.2%-25.9%
Q2 2024-8.6%-1.4%-12.9%
Q1 2024-16.9%-8.8%-11.8%
Q4 2023+0.5%+13.9%-10.4%
Q3 2023-1.5%+1.9%+6.3%
Q2 2023-5.7%+19.4%+40.3%
Q1 2023+0.8%+10.4%+46.7%
Q4 2022-5.8%-10.1%-12.9%
Q3 2022-1.9%-13.0%-26.9%
Q2 2022-5.4%-4.3%-37.3%
Q1 2022-11.8%-14.2%-24.6%
Q4 2021+0.4%-17.0%-39.4%
Q3 2021-36.6%-31.4%-38.6%
Q2 2021+0.0%-0.6%+45.6%
Q1 2021-40.5%-48.9%-39.7%
Q4 2020+19.2%+18.9%+46.1%
Q3 2020+3.7%+9.3%+36.9%
Q2 2020-4.3%+4.8%+62.5%
Q1 2020-11.0%-14.5%-15.5%
Q4 2019+16.7%+4.1%+19.9%
Q3 2019-8.8%-7.5%+35.0%
Q2 2019-10.3%+6.3%-22.5%
Q1 2019+0.0%-5.7%+14.1%
Q4 2018+0.0%-5.7%+14.1%
Q3 2018-5.0%+10.0%-11.9%
Q2 2018-7.0%-29.2%-34.1%
Q1 2017-6.2%-15.4%-27.4%
Q4 2017+9.4%-22.6%-19.4%
Q1 2018+9.4%-22.6%-19.4%
Q3 2017+0.0%-1.4%+28.8%
Q3 2016+0.0%-1.4%+28.8%
Q4 2016+0.0%-1.4%+28.8%
Q2 2017
Q2 2016
Q1 2016
Q4 2015

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