NASDAQ$SPOK

Spok Holdings Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Spok reported strong fourth quarter and full year 2024 results, driven by significant growth in software operations bookings and an increase in wireless average revenue per unit.

Spok Holdings, Inc. announced strong fourth quarter and full year 2024 results, with software operations bookings up 73.2% year-over-year in Q4 and total 2024 software operations bookings up 13.2%. The company also reported an increase in wireless ARPU and a substantial year-end software backlog.

  • Software operations bookings in Q4 2024 totaled $7.1 million, a 73.2% increase from Q4 2023.
  • Total 2024 software operations bookings reached $34.1 million, up 13.2% from the prior year.
  • Software backlog stood at $62.4 million at December 31, 2024, representing a nearly 22% increase from the prior year.
  • Wireless average revenue per unit (ARPU) for Q4 2024 was $8.16, up more than 4% year-over-year.

Headline financials

Total Revenue

$33.9M

Previous: $34M-0.2%
EPS (adj)

$0.18

Previous: $0.17+5.9%
Software Bookings

$7.12M

Previous: $4.11M+73.2%
Wireless ARPU

$8.16

Previous: $7.84+4.1%
Software Backlog

$62.4M

Previous: $51.3M+21.7%
Units in Service

720.0K

Previous: 765.0K-5.9%
Capital Expenditures

-$861K

Previous: -$998K+13.7%
Net Income

$3.64M

Previous: $3.37M+8.3%
Operating Income

$4.64M

Previous: $4.08M+13.6%
Gross Profit

$20.2M

Previous: $26.3M-23.1%
R&D Expense

$2.59M

Previous: $2.64M-2.0%

Revenue & EPS history

Spok · Revenue · Quarterly

$33.9M

Q4 2024-0.2%vs Q4 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

For the full year 2025, Spok expects consolidated revenue to be between $134.0 million and $142.0 million, with adjusted EBITDA projected to be between $27.5 million and $32.5 million. This guidance reflects confidence in continued growth, particularly in software revenue.

Tailwinds

  • Anticipated growth in consolidated revenue for 2025 on a year-over-year basis.
  • Continued growth expected in software revenue.
  • Adjusted EBITDA midpoint consistent with the prior year, with potential for additional growth at the high-end of the guidance range.
  • Guidance reflects the team's confidence in outpacing last year's performance.
  • Commitment to balancing cash returned to stockholders with investments in product offerings.

Headwinds

  • Slight declines anticipated in wireless revenue.
  • Guidance estimates are subject to change and will be updated quarterly.
  • Reconciliation of adjusted EBITDA to net income is not available without unreasonable efforts due to high variability and uncertainty of certain items.
  • Unpredictable fluctuations in income tax benefit/expense, stock-based compensation, impairment of intangible assets, severance, and other non-recurring expenses.
  • Reliance on reasonable assumptions, but no assurance that expectations will be attained.

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 2024

Historical avgQ4 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro