NYSE$NOVAQ

Sunnova Energy International Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Delivered strong growth with a record number of customers placed into service and reaffirmed full year 2023 guidance.

Sunnova Energy International Inc. announced strong financial results for Q4 2022, with a record number of customers placed into service, bringing total customer additions in 2022 to 87,000. The company reaffirmed its full year 2023 guidance and highlighted the benefits of its EaaS business model and open platform strategy.

  • Added 33,000 customers in the fourth quarter and 87,000 for the full year.
  • Reaffirmed full year 2023 guidance and our major metric growth plan, the Triple-Double Triple Plan.
  • Increased single customer economics as expressed through our fully burdened unlevered return.
  • Revenue increased to $195.6 million for the three months ended December 31, 2022.

Headline financials

Total Revenue

$196M

Previous: $65M+200.8%
EPS (adj)

-$0.18

Previous: -$0.13-38.5%
Number of Customers

279.4K

Previous: 195.4K+43.0%
Capital Expenditures

$231M

Previous: $210M+9.6%
Free Cash Flow

-$298M

Previous: -$273M-9.3%
Net Income

-$62M

Previous: -$31.3M-98.4%
Operating Income

-$16.8M

Previous: -$9.07M-85.8%
Gross Profit

$61.3M

Previous: $35.9M+70.8%
Cash & Equivalents

$360M

Previous: $243M+48.2%
Total Assets

$8.34B

Previous: $5.5B+51.5%
Stock-Based Comp

$4.16M

Previous: $3.3M+26.1%

Revenue & EPS history

Sunnova · Revenue · Quarterly

$196M

Q4 2022+200.8%vs Q4 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Sunnova management reaffirms its 2023 guidance of: •Customer additions between 115,000 and 125,000; •Adjusted EBITDA between $235 million and $255 million; •Customer interest payments received from solar loans between $110 million and $120 million; and •Customer principal payments received from solar loans, net of amounts recorded in revenue, between $150 million and $190 million.

Tailwinds

  • Customer additions between 115,000 and 125,000
  • Adjusted EBITDA between $235 million and $255 million
  • Customer interest payments received from solar loans between $110 million and $120 million
  • Customer principal payments received from solar loans, net of amounts recorded in revenue, between $150 million and $190 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

+1.6%

Avg return

Earnings day

+1.7%

Avg return

5 days after

-2.4%

Avg return

30 days after

67%

16 / 24 earnings

Positive

+36.1%

Q2 2022

Best reaction

-64.2%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2025+0.0%+0.0%-99.8%
Q4 2024-64.2%-71.1%-80.1%
Q3 2024+16.1%+25.2%+3.4%
Q2 2024+17.2%+8.6%+56.8%
Q1 2024+5.0%+11.0%+24.0%
Q4 2023-23.8%-38.4%-48.6%
Q3 2023+9.1%+2.9%+19.8%
Q2 2023-12.6%-14.7%-35.8%
Q1 2023+1.9%-3.4%-7.6%
Q4 2022+3.5%+2.7%-22.1%
Q3 2022+9.6%+8.8%+37.3%
Q2 2022+36.1%+32.2%+37.7%
Q1 2022+7.1%+10.7%+15.0%
Q4 2021+18.9%+32.7%+63.4%
Q3 2021+13.3%+12.5%-6.6%
Q2 2021+8.1%+6.6%+5.6%
Q1 2021-7.9%
Q4 2020-1.8%
Q3 2020-2.6%
Q2 2020+3.6%
Q1 2020+7.5%
Q4 2019+0.4%
Q3 2019+0.6%
Q2 2019-6.2%
Q3 2018
Q2 2018

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