NASDAQ$SPOK

Spok Holdings Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Spok reported first quarter results with total year-over-year revenue growth exceeding 5% and software revenue growth over 15%.

Spok Holdings, Inc. reported a strong first quarter in 2024, with significant growth in software revenue and overall revenue. The company's net income and adjusted EBITDA also increased compared to the prior year period. Spok is reiterating its guidance estimates for revenue and adjusted EBITDA generation for this year.

  • Net income increased by 35.9% year-over-year to $4.2 million, or $0.21 per diluted share.
  • Adjusted EBITDA increased by 9.2% year-over-year to $7.5 million.
  • Software operations bookings increased by 39% year-over-year to $7.9 million.
  • Software revenue increased by 15% year-over-year to $16.3 million.

Headline financials

Total Revenue

$34.9M

Previous: $33.2M+5.2%
EPS

$0.21

Previous: $0.15+40.0%
Software Bookings

$7.89M

Previous: $5.68M+38.9%
Wireless ARPU

$7.89

Previous: $7.59+4.0%
Software Backlog

$54.7M

Previous: $46.5M+17.5%
Units in Service

753.0K

Previous: 811.0K-7.2%
Capital Expenditures

-$875K

Previous: -$649K-34.8%
Free Cash Flow

$3.36M

Previous: $2.47M+36.2%
Net Income

$4.24M

Previous: $3.12M+35.9%
Operating Income

$4.89M

Previous: $4.72M+3.7%
Gross Profit

$27.8M

Previous: $26.6M+4.2%
R&D Expense

$2.95M

No prior period
Stock-Based Comp

$1.15M

Previous: $936K+22.6%

Revenue & EPS history

Spok · Revenue · Quarterly

$34.9M

Q1 2024+5.2%vs Q1 2023
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Revenue by segment

Spok · $33.2M total across 2 segments · Q1 2023

  • Wireless Revenue
    $19M
  • Software Revenue
    $14.2M

Forward guidance

The company reiterated the following expectations for the full year 2024: Total Revenue between $136.0 million and $144.0 million and Adjusted EBITDA between $27.5 million and $32.5 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 Q1 2024

Historical avgQ1 2024

-1.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+0.5%

Avg return

30 days after

49%

32 / 65 earnings

Positive

+15.6%

Q2 2023

Best reaction

-17.3%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.3%-1.6%-4.2%
Q4 2025-13.4%-11.2%-19.5%
Q3 2025-12.5%-12.9%-16.0%
Q1 2025+13.2%+15.1%+13.0%
Q4 2024+2.4%-0.7%-1.1%
Q3 2024+3.5%+5.0%+9.1%
Q2 2024-7.2%-8.7%-9.4%
Q1 2024-6.5%-7.2%-1.6%
Q4 2023+10.0%+12.9%+4.9%
Q3 2023+2.3%+3.6%+21.1%
Q2 2023+15.6%+26.9%+19.4%
Q1 2023+1.9%+1.1%-4.4%
Q4 2022+0.3%+8.2%+12.6%
Q3 2022+3.5%+9.1%+1.7%
Q2 2022+1.3%+6.9%+14.3%
Q1 2022-8.9%-4.8%-6.2%
Q4 2021-9.6%-10.1%-14.7%
Q3 2021-4.0%-2.1%-11.8%
Q2 2021-6.8%-9.9%-12.3%
Q1 2021-3.8%-3.3%+9.9%
Q4 2020-12.9%-10.1%-5.7%
Q3 2020+1.7%+4.8%+15.4%
Q2 2020-0.1%+1.9%+12.7%
Q1 2020-7.5%-6.6%-7.4%
Q4 2019-2.7%+0.6%+1.8%
Q3 2019-0.4%+3.3%+9.5%
Q2 2019-14.5%-13.3%-16.7%
Q1 2019-2.6%-1.5%+13.8%
Q4 2018-2.7%-3.3%-4.1%
Q3 2018-6.3%-6.3%-0.8%
Q2 2018+1.7%+0.3%+6.8%
Q1 2018+1.6%-2.6%+0.7%
Q4 2017+6.7%+6.4%+0.7%
Q3 2017+2.3%+4.7%+6.1%
Q2 2017-5.8%-5.2%-3.5%
Q1 2017+2.9%-6.8%-9.4%
Q4 2016+3.3%-0.3%+4.4%
Q3 2016+0.7%+2.1%+3.2%
Q2 2016-3.2%-2.4%-12.4%
Q1 2016+0.7%
Q4 2015-2.4%
Q3 2015+4.5%
Q2 2015+2.7%
Q1 2015-10.0%
Q4 2014-1.2%
Q3 2014+11.3%
Q2 2014+7.2%
Q1 2014+6.7%
Q4 2013+6.1%
Q3 2013-1.2%
Q2 2013+0.7%
Q4 2012-1.5%
Q1 2013-1.5%
Q3 2012-0.1%
Q2 2012-16.0%
Q1 2011+0.2%
Q4 2011+0.2%
Q1 2012+2.5%
Q4 2009-4.4%
Q3 2010-17.3%
Q3 2011-17.3%
Q2 2011+6.9%
Q4 2010+6.9%
Q2 2010+6.9%
Q1 2010-3.8%

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