NYSE$NOTE

Fiscalnote Holdings Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

FiscalNote reported lower revenue but improved profitability in Q4 2024.

FiscalNote Holdings, Inc. posted Q4 2024 revenue of $29.5 million, down 14% year-over-year, due to divestitures and discontinued products. However, the company improved its profitability, reporting an adjusted EBITDA of $3.3 million and a net loss reduction to $13.4 million. Gross margin increased significantly to 82%, supported by operational efficiencies and a streamlined business model.

  • Total revenue declined 14% to $29.5 million due to divestitures and product discontinuations.
  • Net loss improved to $13.4 million from $50.7 million in Q4 2023.
  • Gross margin expanded to 82%, up 15 percentage points year-over-year.
  • Adjusted EBITDA increased to $3.3 million, marking the sixth consecutive profitable quarter.

Headline financials

Total Revenue

$29.5M

Previous: $34.3M-14.0%
EPS (adj)

-$0.10

Previous: -$0.19+47.4%
Annual Recurring Revenue

$107M

Previous: $126M-15.1%
Net Revenue Retention

98.0%

Previous: 99.0%-1.0%
Capital Expenditures

-$2.03M

Previous: -$1.99M-1.9%
Net Income

-$13.4M

Previous: -$51M+73.8%
Operating Income

-$5.73M

Previous: -$39.9M+85.6%
Gross Profit

$21.8M

Previous: $22.9M-4.9%
R&D Expense

$2.89M

Previous: $4.02M-28.0%

Revenue & EPS history

FiscalNote · Revenue · Quarterly

$29.5M

Q4 2024-14%vs Q4 2023
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

FiscalNote · $30.1M total across 1 segment · Q3 2023

  • Subscription Revenue
    $30.1M+15.3%

Forward guidance

FiscalNote expects continued margin expansion and a transition towards positive free cash flow in 2025.

Tailwinds

  • Projected adjusted EBITDA margins expected to double in FY25.
  • Divestitures of non-core businesses to improve operational efficiency.
  • Launch of AI-powered PolicyNote platform to drive customer engagement.
  • Further debt reduction planned to strengthen financial position.
  • Increased focus on core policy business to support long-term growth.

Headwinds

  • Revenue expected to decline in FY25 due to divestitures and product sunsetting.
  • Macroeconomic volatility may impact corporate and public sector spending.
  • Potential regulatory and policy changes affecting business operations.
  • Ongoing operational restructuring may cause short-term disruptions.
  • Competitive pressures in the AI-driven SaaS and policy intelligence market.

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-3.8%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-11.4%

Avg return

30 days after

28%

5 / 18 earnings

Positive

+25.7%

Q3 2022

Best reaction

-37.9%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.1%+4.6%
Q4 2025-1.5%-42.9%-72.3%
Q3 2025+2.0%-9.3%-33.7%
Q1 2025-2.8%+5.1%-23.1%
Q4 2024-4.4%+4.7%-30.6%
Q3 2024-17.8%-14.4%-3.7%
Q2 2024-5.8%-7.9%-14.4%
Q1 2024+4.1%+24.6%-6.6%
Q4 2023-17.2%-13.8%-36.9%
Q3 2023-37.9%-39.4%-11.4%
Q2 2023-27.2%-18.3%-40.0%
Q1 2023+15.5%+22.4%+74.5%
Q4 2022+5.6%+23.9%+0.0%
Q3 2022+25.7%+22.6%+17.3%
Q2 2022-3.3%+1.4%-12.9%
Q1 2022-0.2%-0.2%-0.4%
Q4 2021-0.1%+0.0%+0.2%
Q3 2021-0.2%+0.1%-0.1%

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