NASDAQ$VERI

Veritone Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Revenue increased significantly, driven by software products and services, and managed services.

Veritone reported a strong third quarter with a 64% increase in revenue year-over-year, driven by growth in Software Products & Services and Managed Services. The company also saw a significant increase in new bookings and software customers.

  • Revenue increased 64% year-over-year to $37.2 million.
  • Software Products & Services Revenue increased 131% year-over-year to $20.8 million.
  • Managed Services Revenue increased 20% to $16.4 million.
  • Ending Software Customers increased 43% year-over-year to 618.

Headline financials

Total Revenue

$37.2M

Previous: $22.7M+64.2%
EPS (adj)

-$0.16

Previous: -$0.07-128.6%
Capital Expenditures

-$3.78M

Previous: -$448K-743.1%
Free Cash Flow

-$8.66M

Previous: -$11.9M+27.2%
Net Income

-$4.89M

Previous: -$11.4M+57.3%
Operating Income

-$3.61M

Previous: -$11M+67.3%
Gross Profit

$30.1M

Previous: $16.8M+78.7%
Cash & Equivalents

$196M

Previous: $72.6M+170.1%
Total Assets

$470M

Previous: $291M+61.3%
Stock-Based Comp

$5.1M

Previous: $5.27M-3.2%

Revenue & EPS history

Veritone · Revenue · Quarterly

$37.2M

Q3 2022+64.2%vs Q3 2021
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Veritone · $20.3M total across 2 segments · Q1 2026

  • Software Products & Services
    $13.8M
  • Managed Services
    $6.44M

Forward guidance

Veritone expects revenue to be in the range of $44 million to $46 million for the fourth quarter of 2022 and non-GAAP net income to be in the range of $3.0 million to $4.0 million. For the full year 2022, revenue is expected to be in the range of $150 million to $152 million and non-GAAP net loss is expected to be in the range of $14 million to $15 million.

Headwinds

  • Revenue is expected to be in the range of $44 million to $46 million, as compared to $55.1 million in the fourth quarter of 2021.
  • Non-GAAP net income is expected to be in the range of $3.0 million to $4.0 million, compared to $17.0 million in the fourth quarter of 2021.
  • Revenue is expected to be in the range of $150 million to $152 million, as compared to $115.3 million in 2021.
  • Non-GAAP net loss is expected to be in the range of $14 million to $15 million, as compared to non-GAAP net income of $6.8 million in 2021.
  • These updated financial targets supersede any previously disclosed financial targets and investors should not rely on any previously disclosed financial targets.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

-2.7%

Avg return

Earnings day

-2.6%

Avg return

5 days after

+3.0%

Avg return

30 days after

38%

14 / 37 earnings

Positive

+23.2%

Q2 2025

Best reaction

-38.5%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.0%-3.5%
Q4 2025-1.4%-5.2%-35.2%
Q3 2025-10.5%-20.8%-18.5%
Q2 2025+23.2%+13.9%+15.2%
Q1 2025-8.7%-11.1%-24.6%
Q4 2024+11.5%+17.5%-6.8%
Q3 2024-15.0%-18.2%-35.0%
Q2 2024+3.5%+25.0%+25.7%
Q1 2024+6.9%-9.7%-27.5%
Q4 2023+17.3%+110.3%+155.8%
Q3 2023-33.0%-27.5%-19.4%
Q2 2023-38.5%-31.4%-29.9%
Q1 2023-13.9%-15.7%-33.9%
Q4 2022+15.5%+6.4%-9.5%
Q3 2022-13.9%+10.6%+21.0%
Q2 2022-16.9%-22.9%-29.6%
Q1 2022-1.6%-17.9%-27.8%
Q4 2021-3.5%-6.8%+9.0%
Q3 2021-1.1%+5.8%-27.2%
Q2 2021-1.6%+4.1%+2.1%
Q1 2021-12.2%-10.5%-18.7%
Q4 2020-9.0%-16.7%-32.8%
Q3 2020+6.5%+22.3%+185.5%
Q2 2020-7.1%-16.8%-40.0%
Q1 2020+20.4%+16.7%+121.2%
Q4 2019+1.7%-19.7%-25.4%
Q3 2019+0.0%-2.3%+11.3%
Q2 2019-22.8%-25.5%-35.4%
Q1 2019+17.0%+12.9%+40.8%
Q4 2018+6.2%+30.2%+26.4%
Q3 2018-3.6%-24.9%-19.5%
Q2 2018-16.2%-22.5%-30.8%
Q1 2018+9.3%+7.8%+1.7%
Q4 2017-7.2%-13.4%-10.8%
Q3 2017-16.3%-36.0%-37.9%
Q2 2017-2.1%-9.8%+86.6%
Q1 2017+12.4%+10.3%-16.3%
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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