NASDAQ$SNCR

Synchronoss Technologies Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported financial results for the second quarter ended June 30, 2023.

Synchronoss Technologies reported a decrease in total revenue by 8.5% to $59.7 million, while invoiced cloud revenue increased by 24.0% to $46.4 million. The company experienced a net loss of $(11.0) million, or $(0.13) per share, compared to a net income of $5.3 million, or $0.06 per share, in the prior year period.

  • Secured a contract extension with Verizon to provide Synchronoss Cloud through 2030.
  • Achieved 11% year-over-year Cloud subscriber growth for the second quarter of 2023.
  • Invoiced Cloud revenue increased 24.0% year over year to $46.4 million in the second quarter.
  • Company reaffirms 2023 Guidance, Expects Return to GAAP Revenue Growth in Second Half of the Year and Positive Free Cash Flow in 2023

Headline financials

Total Revenue

$59.7M

Previous: $65.2M-8.5%
EPS (adj)

-$0.27

Previous: $0.90-130.0%
Recurring Revenue

83.8%

Previous: 86.6%-3.2%
Capital Expenditures

-$994K

Previous: -$573K-73.5%
Free Cash Flow

$11.6M

Previous: $6.16M+87.8%
Net Income

-$8.52M

Previous: $7.92M-207.5%
Operating Income

-$3.95M

Previous: $4.89M-180.6%
Gross Profit

$37.9M

Previous: $42.9M-11.6%
Cash & Equivalents

$19.3M

Previous: $25.5M-24.2%
Total Assets

$384M

Previous: $417M-7.9%
Stock-Based Comp

$1.63M

Previous: $964K+68.6%

Revenue & EPS history

Synchronoss · Revenue · Quarterly

$59.7M

Q2 2023-8.5%vs Q2 2022
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Forward guidance

Management expects third quarter revenue and adjusted EBITDA to moderately improve compared to the second quarter of 2023. The company is reiterating its expectation to be cash flow positive for 2023 and expects GAAP revenue to range between $242.0 million and $255.0 million.

Tailwinds

  • Expects third quarter revenue and adjusted EBITDA to moderately improve.
  • Reiterating expectation to be cash flow positive for 2023.
  • Expects GAAP revenue to range between $242.0 million and $255.0 million.
  • Expects cash flow generation to significantly improve in 2024.
  • Expects Cloud subscriber growth to continue at a double-digit rate on a year-over-year basis in 2023.

Historical earnings impact

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

Avg. return before/after earnings

Based on 1 quarterly earnings reports

Historical avg

+1.4%

Avg return

Earnings day

+8.0%

Avg return

5 days after

-6.1%

Avg return

30 days after

48%

29 / 61 earnings

Positive

+40.0%

Q4 2024

Best reaction

-25.4%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2024+40.0%
Q3 2025
Q2 2025
Q1 2025
Q3 2024-15.6%
Q2 2024-4.2%
Q1 2024+32.4%
Q4 2023-17.4%
Q3 2023-19.3%
Q2 2023+5.2%
Q1 2023-4.2%
Q4 2022-20.2%
Q3 2022-4.7%
Q2 2022-5.4%
Q1 2022+4.2%
Q4 2021-9.2%
Q3 2021+9.3%
Q2 2021-7.8%
Q1 2021-1.9%+0.0%-2.0%
Q4 2020-0.3%+15.9%-10.2%
Q3 2020+9.1%
Q2 2020+17.0%
Q1 2020-16.0%
Q4 2019-7.7%
Q3 2019-20.4%
Q2 2019-3.5%
Q1 2019+12.0%
Q4 2018-17.6%
Q3 2018+2.3%
Q2 2018+23.6%
Q1 2018+7.6%
Q4 2017+10.9%
Q2 2017+10.9%
Q3 2017+10.9%
Q1 2017-4.5%
Q4 2016-11.9%
Q3 2016+19.6%
Q2 2016+9.6%
Q1 2016+15.6%
Q4 2015-25.4%
Q3 2015-2.3%
Q2 2015+6.9%
Q1 2015-6.6%
Q4 2014-6.8%
Q3 2014+9.2%
Q2 2014+17.4%
Q1 2014+7.4%
Q4 2013+20.8%
Q3 2013+3.4%
Q2 2013+14.6%
Q1 2013+6.6%
Q4 2012+19.1%
Q3 2012-6.0%
Q2 2012+15.3%
Q1 2011+2.0%
Q1 2012-6.1%
Q4 2009-0.9%
Q4 2011-0.9%
Q3 2011-2.9%
Q3 2010-2.9%
Q2 2011-10.4%
Q4 2010-10.4%
Q2 2010-10.4%
Q1 2010+8.0%

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