NASDAQ$SPSC

SPS Commerce Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

SPS Commerce reported first quarter results with revenue growth and continued network expansion.

SPS Commerce reported its Q1 2023 financial results, marking the 89th consecutive quarter of topline growth. The company's revenue increased by 20% year-over-year, driven by the expansion of its network and the stability of its business model.

  • SPS Commerce achieved 89 consecutive quarters of topline growth.
  • Revenue grew by 20% year-over-year.
  • Recurring revenue also grew by 20% year-over-year.
  • The company's strategy and people are positioning it for continued success.

Headline financials

Total Revenue

$126M

Previous: $105M+19.7%
EPS (adj)

$0.67

Previous: $0.55+21.8%
Capital Expenditures

-$5.26M

Previous: -$4.36M-20.8%
Free Cash Flow

$10M

Previous: $8.25M+21.6%
Net Income

$15.3M

Previous: $12.6M+21.3%
Operating Income

$16.7M

Previous: $16.5M+1.3%
Gross Profit

$82.9M

Previous: $69.8M+18.8%
Cash & Equivalents

$182M

Previous: $203M-10.2%
Total Assets

$697M

Previous: $613M+13.6%
Stock-Based Comp

$11.8M

Previous: $9.02M+30.7%

Revenue & EPS history

SPS Commerce · Revenue · Quarterly

$126M

Q1 2023+19.7%vs Q1 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

SPS Commerce · $133M total across 1 segment · Q1 2023

  • Recurring Revenue
    $133M

Forward guidance

The company provided guidance for the second quarter and full year of 2023, but did not disclose the actual values.

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 2023

Historical avgQ1 2023

+1.1%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.8%

Avg return

30 days after

62%

40 / 65 earnings

Positive

+18.5%

Q2 2013

Best reaction

-21.7%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%-0.4%+1.1%
Q4 2025-4.4%-9.8%-6.5%
Q3 2025-20.3%-21.8%-19.8%
Q1 2025-0.9%+3.2%+2.8%
Q4 2024-13.8%-17.5%-30.5%
Q3 2024-10.2%-8.9%-0.3%
Q2 2024+1.8%+1.1%-3.4%
Q1 2024+4.6%+1.6%+13.3%
Q4 2023+15.6%+5.8%+1.1%
Q3 2023-1.4%+2.5%+12.0%
Q2 2023-0.3%+0.1%+2.6%
Q1 2023+4.2%+4.9%+14.8%
Q4 2022+6.0%+9.7%+3.0%
Q3 2022+0.7%-1.7%+3.1%
Q2 2022+4.9%+10.8%+10.3%
Q1 2022+1.3%+1.2%-8.2%
Q4 2021+3.4%+2.9%-1.8%
Q3 2021-9.1%-13.2%-16.3%
Q2 2021+9.7%+12.6%+35.3%
Q1 2021+0.2%-4.0%-8.2%
Q4 2020+1.4%+1.7%-1.6%
Q3 2020-0.6%+0.8%+21.2%
Q2 2020+1.4%+1.7%+9.1%
Q1 2020-0.2%+2.7%+25.2%
Q4 2019+3.6%+4.5%-22.6%
Q3 2019+9.8%+9.5%+17.8%
Q2 2019+9.8%+9.7%-3.9%
Q1 2019+4.8%+1.5%-0.8%
Q4 2018+15.4%+18.0%+16.3%
Q3 2018+16.0%+13.3%+2.0%
Q2 2018+10.9%+11.0%+25.8%
Q1 2018+5.9%+8.9%+12.9%
Q4 2017+9.6%+6.2%+24.4%
Q3 2017-14.5%-13.7%-11.7%
Q2 2017+0.2%-0.8%+1.0%
Q1 2017-0.3%+1.0%+5.6%
Q4 2016-19.3%-14.0%-19.2%
Q3 2016-9.7%-10.2%-2.5%
Q2 2016+3.9%+3.0%+7.5%
Q1 2016+7.9%
Q4 2015-21.7%
Q3 2015+0.6%
Q2 2015-1.6%
Q1 2015+1.1%
Q4 2014+9.6%
Q3 2014-0.6%
Q2 2014-2.9%
Q1 2014-7.2%
Q4 2013+4.0%
Q3 2013+5.3%
Q2 2013+18.5%
Q1 2013+11.4%
Q4 2012+0.1%
Q3 2012-9.8%
Q2 2012+11.6%
Q1 2011-0.9%
Q1 2012-2.9%
Q4 2011+1.7%
Q4 2009+1.7%
Q3 2011+3.3%
Q2 2010-2.0%
Q2 2011-2.0%
Q4 2010+0.8%
Q3 2010+2.7%
Q1 2010-0.3%

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