NASDAQ$VUZI

Vuzix Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Vuzix reported second quarter results with slight revenue increase.

Vuzix reported a 3% increase in revenue compared to the same period last year, reaching $3.0 million. The company's net loss increased to $10.0 million, or $0.16 per share. Despite macro challenges, Vuzix saw progress in larger product deployments and expanded its global sales channel.

  • Total revenues increased by 3% to $3.0 million compared to $2.9 million in the same period last year.
  • Gross profit was $0.4 million, or 14% of revenues, compared to $0.6 million, or 20% for the same period in 2021.
  • Net loss was $10.0 million, or $0.16 per share, compared to a net loss of $9.2 million, or $0.15 for the same period in 2021.
  • Cash and cash equivalents were $100.6 million as of June 30, 2022.

Headline financials

Total Revenue

$3.01M

Previous: $2.92M+3.1%
EPS (adj)

-$0.16

Previous: -$0.14-14.3%
Capital Expenditures

-$3.5M

Previous: -$719K-387.4%
Free Cash Flow

-$13.5M

Previous: -$9.5M-42.4%
Net Income

-$10M

Previous: -$8.78M-14.1%
Operating Income

-$10M

Previous: -$8.74M-14.4%
Gross Profit

$426K

Previous: $579K-26.5%
Cash & Equivalents

$101M

Previous: $138M-26.9%
Total Assets

$146M

Previous: $160M-8.6%
Stock-Based Comp

$3.88M

Previous: $1.07M+264.3%

Revenue & EPS history

Vuzix · Revenue · Quarterly

$3.01M

Q2 2022+3.1%vs Q2 2021
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Vuzix · $1.39M total across 2 segments · Q1 2026

  • Products Sales
    $1.04M
  • Engineering Services
    $349K

Forward guidance

Vuzix anticipates further revenue growth in the second half of 2022, driven by enterprise adoption of smart glasses and growth in the OEM business. The company expects larger orders from both repeat and new customers and anticipates strong OEM revenue growth.

Tailwinds

  • Enterprise adoption of smart glasses is poised to accelerate with larger orders anticipated.
  • Major customers remain committed to deploying Vuzix smart glasses in larger numbers.
  • OEM revenue is expected to experience strong growth in the second half of 2022.
  • Improvements in waveguide performance and manufacturing capabilities have opened new doors with consumer OEM customers.
  • Expiration of non-compete agreement positions Vuzix to engage with US and allied defense forces.

Headwinds

  • Challenging supply chain environment remains in place.
  • Economic environment remains challenging.
  • Sales discounts impacted gross profit.
  • Negative foreign exchange impacts affected gross profit.
  • Unspecified risks and uncertainties could affect forward-looking statements.

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 Q2 2022

Historical avgQ2 2022

-4.7%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+5.4%

Avg return

30 days after

20%

13 / 65 earnings

Positive

+23.0%

Q1 2025

Best reaction

-33.3%

Q1 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%+36.1%
Q4 2025-15.2%-20.4%-5.9%
Q3 2025-6.7%-11.0%+10.6%
Q2 2025-9.1%-12.3%+1.4%
Q1 2025+23.0%+21.9%+46.2%
Q4 2024+8.3%+8.3%-23.4%
Q3 2024-16.3%-1.8%+189.9%
Q2 2024-13.3%-7.1%+3.0%
Q1 2024-6.3%+17.2%+7.0%
Q4 2023-2.4%-1.6%+26.0%
Q3 2023-21.8%-27.9%-35.5%
Q2 2023-6.6%-6.0%-21.4%
Q1 2023-11.3%-16.0%+8.4%
Q4 2022-5.3%-1.0%-0.2%
Q3 2022-5.1%-3.0%-16.7%
Q2 2022+7.7%+14.9%-12.7%
Q1 2022-10.2%+4.1%+37.6%
Q4 2021+0.4%+3.7%+16.6%
Q3 2021+13.3%+22.7%-14.3%
Q2 2021-6.0%-9.7%-12.6%
Q1 2021-10.1%-16.6%+0.9%
Q4 2020-14.4%+19.5%+4.4%
Q3 2020-12.7%-4.3%+6.4%
Q2 2020-13.0%-12.3%+6.7%
Q1 2020-11.7%-12.4%-15.7%
Q4 2019-23.1%-13.4%+18.7%
Q3 2019-8.0%-6.3%+0.8%
Q2 2019-1.0%+2.0%+10.2%
Q1 2019+7.7%+2.8%-17.5%
Q4 2018-0.8%-1.9%-25.8%
Q3 2018-5.9%-9.0%-12.3%
Q2 2018+6.5%+1.6%+3.2%
Q1 2018-7.8%-7.8%+7.8%
Q4 2017-9.2%-15.7%-13.7%
Q3 2017+13.1%+26.3%+36.4%
Q2 2017-8.2%-1.6%+0.0%
Q1 2017-7.8%-6.9%+6.9%
Q4 2016-2.1%-14.5%-22.8%
Q3 2016+6.5%+18.0%+3.6%
Q2 2016-6.5%-7.4%+9.1%
Q1 2016+5.9%
Q4 2015-11.5%
Q3 2015-0.6%
Q2 2015-6.8%
Q1 2015-8.1%
Q4 2014-3.3%
Q3 2014-12.3%
Q2 2014-0.7%
Q2 2013-4.1%
Q1 2014-4.1%
Q4 2013+13.2%
Q3 2013-4.1%
Q1 2013-3.7%
Q2 2012-16.9%
Q4 2012+0.0%
Q3 2011+0.0%
Q3 2012+0.0%
Q1 2012-33.3%
Q4 2011+0.0%
Q2 2011+0.0%
Q1 2011+14.3%
Q4 2010-11.1%
Q3 2010+0.0%
Q2 2010-27.3%
Q1 2010+0.0%

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