NASDAQ$RPD
Rapid7 Inc · Q4 2020 earnings
Q4 2020 earnings · · Investor relations
Briefing
Rapid7's Q4 2020 financial results were announced, demonstrating strong growth in ARR and revenue.
Rapid7 announced strong Q4 2020 results with annualized recurring revenue (ARR) of $432.9 million, a 28% increase year-over-year. Total revenue for the quarter was $113.2 million, up 23% year-over-year.
- Annualized recurring revenue (ARR) reached $432.9 million, up 28% year-over-year.
- The number of customers increased to 9,736, representing an 8% year-over-year growth.
- ARR per customer grew by 18% year-over-year, reaching $44.5 thousand.
- Total revenue was $113.2 million, a 23% increase compared to the previous year.
Headline financials
Revenue & EPS history
Rapid7 · Revenue · Quarterly
$113M
Revenue by segment
Rapid7 · $113M total across 2 segments · Q4 2020
- Product subscriptions$104M+40.4%92.2%
- Professional services$8.78M+1.4%7.8%
Forward guidance
Rapid7 anticipates annualized recurring revenue, revenue, non-GAAP (loss) income from operations, and non-GAAP net (loss) income per share to be in the following ranges for the first quarter and full year 2021.
Tailwinds
- Revenue for Q1 2021 is expected to be between $113.2 million and $114.8 million.
- Full-year 2021 revenue is projected to be between $488.0 million and $496.0 million.
- Year-over-year revenue growth for Q1 2021 is expected to be between 20% and 22%.
- Full-year 2021 year-over-year revenue growth is projected to be between 19% and 21%.
- Non-GAAP (loss) income from operations for the full year 2021 is projected to be between $12.0 million and $16.0 million.
Headwinds
- Non-GAAP (loss) income from operations for Q1 2021 is expected to be between $(0.7) million and $0.3 million.
- Non-GAAP net (loss) income per share for Q1 2021 is expected to be between $(0.08) and $(0.06).
- Non-GAAP net (loss) income per share for the full year 2021 is projected to be between $(0.03) and $0.04.
- The weighted average shares outstanding for Q1 2021 are expected to be 52.5 million.
- The weighted average shares outstanding for the full year 2021 are expected to be between 53.5 million and 56.4 million.
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 2020
-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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