NASDAQ$RXT

Rackspace Technology Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Rackspace Technology reported record revenue and exceeded guidance, demonstrating strong growth and improved profitability.

Rackspace Technology reported a strong start to the year with record revenue of $726 million, up 11% year-over-year. Core revenue grew 15% to $677 million. The company's profitability improved, with Non-GAAP Earnings Per Share growing 44% year-over-year to $0.23. Quarterly cash flow from operating activities also saw a significant increase, reaching $103 million.

  • Total revenue increased by 11% year-over-year to $726 million.
  • Core revenue grew by 15% year-over-year to $677 million.
  • Non-GAAP Earnings Per Share increased by 44% year-over-year to $0.23.
  • Cash flow from operating activities improved dramatically to $103 million, a four-fold year-over-year increase.

Headline financials

Total Revenue

$726M

Previous: $653M+11.2%
EPS (adj)

$0.23

Previous: -$2.94+107.8%
Capital Expenditures

-$36.9M

No prior period
Free Cash Flow

-$101M

No prior period
Net Income

-$64M

Previous: -$48.2M-32.8%
Operating Income

$24.2M

Previous: $21.5M+12.6%
Gross Profit

$235M

Previous: $249M-5.6%
Cash & Equivalents

$198M

No prior period
Total Assets

$6.42B

No prior period
Stock-Based Comp

$17.2M

No prior period

Revenue & EPS history

Rackspace · Revenue · Quarterly

$726M

Q1 2021+11.2%vs Q1 2020
Beat estimate in 9 of 11 quarters(82%)
ActualEstimate

Forward guidance

Rackspace Technology is providing the following guidance for Q2 2021 and FY 2021: Revenue is expected to be $735-$745 million for Q2 2021 and $2.9-$3.1 billion for FY 2021. Core Revenue is expected to be $690-$698 million for Q2 2021 and $2.7-$2.9 billion for FY 2021. Non-GAAP Operating Profit is expected to be $113-$117 million for Q2 2021 and $500-$530 million for FY 2021. Non-GAAP Earnings Per Share is expected to be $0.21-$0.23 for Q2 2021 and $0.95-$1.05 for FY 2021.

Tailwinds

  • Revenue is expected to be $735-$745 million for Q2 2021 and $2.9-$3.1 billion for FY 2021.
  • Core Revenue is expected to be $690-$698 million for Q2 2021 and $2.7-$2.9 billion for FY 2021.
  • Non-GAAP Operating Profit is expected to be $113-$117 million for Q2 2021 and $500-$530 million for FY 2021.
  • Non-GAAP Earnings Per Share is expected to be $0.21-$0.23 for Q2 2021.
  • Non-GAAP Earnings Per Share is expected to be $0.95-$1.05 for FY 2021.

Headwinds

  • Non-GAAP Other Income (Expense) is expected to be ($52)-($53) million for Q2 2021 and ($212)-($222) million for FY 2021.
  • Non-GAAP Tax Expense Rate is expected to be 26% for Q2 2021 and FY 2021.
  • Non-GAAP Weighted Average Shares are expected to be 214-215 million for Q2 2021.
  • Non-GAAP Weighted Average Shares are expected to be 215-217 million for FY 2021.
  • Rackspace Technology has not reconciled Non-GAAP Operating Profit, Non-GAAP Earnings Per Share, Non-GAAP Other Income (Expense) or Non-GAAP Tax Expense Rate guidance to the most directly comparable GAAP measure.

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 Q1 2021

Historical avgQ1 2021

+2.3%

Avg return

Earnings day

+1.8%

Avg return

5 days after

-6.8%

Avg return

30 days after

48%

12 / 25 earnings

Positive

+67.4%

Q4 2025

Best reaction

-20.6%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+55.5%+63.2%+33.1%
Q4 2025+67.4%+82.2%-22.2%
Q3 2025-15.3%-18.5%-30.1%
Q1 2025-13.4%-11.1%-18.1%
Q4 2024+0.7%-9.0%-35.1%
Q3 2024+8.6%-13.3%-10.4%
Q2 2024+6.1%+13.2%-0.5%
Q1 2024+5.9%+11.3%+17.7%
Q4 2023-14.8%+14.9%+13.0%
Q3 2023-1.8%-10.0%+7.9%
Q2 2023+13.6%+6.6%+0.9%
Q1 2023-14.0%-18.7%+16.2%
Q4 2022-2.6%-14.2%-35.8%
Q3 2022+22.1%+17.5%-33.4%
Q2 2022-17.6%-18.2%-29.7%
Q1 2022-10.9%+4.0%-13.3%
Q4 2021-20.6%-6.5%-7.3%
Q3 2021+12.5%+3.4%-9.4%
Q2 2021-14.5%-17.0%-12.7%
Q1 2021-19.9%-18.0%-10.8%
Q4 2020-14.8%-14.0%-1.8%
Q3 2020-1.7%-7.2%+13.1%
Q4 2019+8.6%+1.4%-0.2%
Q2 2019+8.6%+1.4%-0.2%
Q2 2020+8.6%+1.4%-0.2%
Q1 2020
Q3 2019
Q1 2019

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