NASDAQ$RPD
Rapid7 Inc · Q4 2019 earnings
Q4 2019 earnings · · Investor relations
Briefing
Rapid7 announced strong fourth quarter and full-year results, with significant growth in ARR and revenue.
Rapid7 reported a strong Q4 2019, with ARR growing by 35% and revenue growth of 33%. The company exceeded its guidance and saw a 9-point improvement in non-GAAP operating margin.
- ARR increased by 35% year-over-year to $338.7 million.
- Fourth quarter revenue reached $91.6 million, with a 33% year-over-year growth.
- Customer growth was reported at 16% year-over-year.
- The company is guiding for a 2020 ARR year-over-year growth between 24% and 26%.
Headline financials
Revenue & EPS history
Rapid7 · Revenue · Quarterly
$91.6M
Revenue by segment
Rapid7 · $83M total across 2 segments · Q4 2019
- Product subscriptions$74.3M+47.4%89.6%
- Professional services$8.65M+6.7%10.4%
Forward guidance
Rapid7 anticipates annualized recurring revenue between $420.0 and $426.8 million, and revenue between $91.6 to $93.2 million for Q1 2020. For the full year 2020, revenue is expected to be between $396.0 to $404.0 million.
Tailwinds
- Guiding 2020 ARR year-over-year growth between 24% to 26%.
- Guiding 2020 year-over-year revenue growth between 21% and 24%.
- Q1 2020 revenue is expected to be between $91.6 to $93.2 million
- Full-year 2020 revenue is expected to be between $396.0 to $404.0 million
- Non-GAAP income from operations between $7.0 to $11.0 million
Headwinds
- First Quarter 2020 non-GAAP loss from operations between $(6.3) to $(5.3) million.
- First Quarter 2020 non-GAAP net loss per share between $(0.13) to $(0.11).
- Anticipated GAAP loss from operations $(20.8) to $(19.8) million.
- Anticipated GAAP net loss $(23.8) to $(22.8) million.
- Anticipated GAAP net loss per share $(0.47) $(0.45).
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 2019
-0.9%
Avg return
Earnings day
-1.9%
Avg return
5 days after
-1.0%
Avg return
30 days after
50%
22 / 44 earnings
Positive
+13.7%
Q4 2015
Best reaction
-29.0%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +3.1% | -4.8% | +12.4% | |
| Q4 2025 | -29.0% | -30.9% | -34.4% | |
| Q3 2025 | -20.1% | -21.1% | -10.3% | |
| Q1 2025 | -8.2% | -11.3% | -11.3% | |
| Q4 2024 | -5.4% | -7.1% | -23.9% | |
| Q3 2024 | +2.9% | +3.2% | +8.4% | |
| Q2 2024 | +8.6% | +8.1% | +8.2% | |
| Q1 2024 | -17.8% | -18.1% | -22.1% | |
| Q4 2023 | +2.7% | +6.6% | -5.7% | |
| Q3 2023 | +1.4% | +5.6% | +20.6% | |
| Q2 2023 | +9.1% | +20.7% | +16.6% | |
| Q1 2023 | -2.9% | -5.4% | -3.2% | |
| Q4 2022 | -0.5% | -1.9% | -17.9% | |
| Q3 2022 | -27.8% | -35.9% | -24.9% | |
| Q2 2022 | -0.8% | -1.6% | -21.2% | |
| Q1 2022 | -17.2% | -29.6% | -23.8% | |
| Q4 2021 | +1.7% | -1.6% | +4.4% | |
| Q3 2021 | +10.8% | +13.9% | -7.1% | |
| Q2 2021 | -1.4% | -1.8% | +8.3% | |
| Q1 2021 | -1.4% | +3.3% | +8.8% | |
| Q4 2020 | +0.8% | -1.4% | -10.1% | |
| Q3 2020 | +7.4% | +8.1% | +15.9% | |
| Q2 2020 | -2.7% | -6.4% | +0.6% | |
| Q1 2020 | +2.2% | -0.9% | +4.5% | |
| Q4 2019 | -6.2% | -8.5% | -32.0% | |
| Q3 2019 | -0.3% | +1.5% | +6.8% | |
| Q2 2019 | -4.5% | -8.6% | -11.5% | |
| Q1 2019 | +0.0% | +0.7% | -0.4% | |
| Q4 2018 | +10.1% | +14.0% | +11.5% | |
| Q3 2018 | +8.6% | +1.6% | -4.6% | |
| Q2 2018 | +13.0% | +10.4% | +28.9% | |
| Q1 2018 | +2.0% | -0.3% | +2.9% | |
| Q4 2017 | -1.6% | +1.9% | +13.0% | |
| Q3 2017 | +7.4% | +5.3% | +4.7% | |
| Q2 2017 | +0.1% | +3.3% | +12.9% | |
| Q1 2017 | +4.8% | +1.7% | -0.2% | |
| Q4 2016 | +10.8% | +20.3% | +17.1% | |
| Q3 2016 | -16.6% | -15.5% | -7.4% | |
| Q2 2016 | +8.8% | +8.8% | +27.4% | |
| Q1 2016 | -4.5% | — | — | |
| Q4 2015 | +13.7% | — | — | |
| Q3 2014 | -3.3% | — | — | |
| Q3 2015 | -5.3% | — | — | |
| Q2 2015 | +7.9% | — | — | |
| Q4 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — |
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