NYSE$PCOR

Procore Technologies Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Procore's Q2 2022 financial results demonstrated the company's value to the construction industry, with solid performance in revenue and customer growth.

Procore announced its Q2 2022 financial results, showcasing a 40% year-over-year increase in revenue, reaching $172 million. The company added 594 net new organic customers, bringing the total to 13,403. Procore also provided guidance for Q3 and full year 2022, projecting continued revenue growth.

  • Revenue reached $172 million, a 40% increase year-over-year.
  • GAAP gross margin was 79%, while non-GAAP gross margin was 83%.
  • Added 594 net new organic customers, totaling 13,403 organic customers.
  • Procore opened a new Asia-Pacific headquarters in Sydney, Australia.

Headline financials

Total Revenue

$172M

Previous: $123M+40.2%
EPS (adj)

-$0.19

Previous: -$2.04+90.7%
Capital Expenditures

-$9.43M

Previous: -$4.19M-124.9%
Free Cash Flow

-$82.6M

Previous: -$154M+46.4%
Net Income

-$73.1M

Previous: -$150M+51.2%
Operating Income

-$72.3M

Previous: -$149M+51.5%
Gross Profit

$135M

Previous: $97.3M+39.2%
Cash & Equivalents

$563M

Previous: $1.06B-46.9%
Total Assets

$1.66B

Previous: $1.52B+9.5%
Stock-Based Comp

$33.9M

Previous: $137M-75.3%

Revenue & EPS history

Procore · Revenue · Quarterly

$172M

Q2 2022+40.2%vs Q2 2021
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Procore is providing the following guidance for the third quarter and full year 2022:

Tailwinds

  • Revenue is expected to be in the range of $174 million to $176 million for Q3 2022.
  • Year-over-year growth of 32% to 33% for Q3 2022 revenue.
  • Revenue is expected to be in the range of $690 million to $694 million for full year 2022.
  • Year-over-year growth of 34% to 35% for full year 2022 revenue.
  • Including $29 million from Levelset for full year 2022 revenue.

Headwinds

  • Non-GAAP operating margin is expected to be in the range of (13%) to (14%) for Q3 2022.
  • Non-GAAP operating margin is expected to be in the range of (13%) to (14%) for full year 2022.
  • Operating cash outflow for the second quarter was $27 million.
  • Free cash outflow for the second quarter was $37 million.
  • GAAP operating margin was (42%)

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 Q2 2022

Historical avgQ2 2022

+0.4%

Avg return

Earnings day

-1.2%

Avg return

5 days after

-0.5%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+16.5%

Q4 2024

Best reaction

-20.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.9%-8.4%-11.2%
Q4 2025+9.3%+10.8%+19.4%
Q3 2025+10.6%+10.2%+8.4%
Q1 2025+2.5%+2.0%+6.3%
Q4 2024+16.5%+15.2%-9.3%
Q3 2024+3.5%+5.0%+28.0%
Q2 2024-20.1%-25.5%-16.6%
Q1 2024+1.2%+0.1%-1.9%
Q4 2023+3.3%+3.7%+6.9%
Q3 2023-17.4%-16.9%-1.2%
Q2 2023-11.2%-14.5%-10.1%
Q1 2023+4.8%+2.3%+16.7%
Q4 2022+1.3%+0.5%-5.7%
Q3 2022-1.7%-3.9%-5.7%
Q2 2022+14.8%+18.3%-0.3%
Q1 2022-5.9%-15.1%-14.9%
Q4 2021-6.8%+2.1%-6.0%
Q3 2021-1.5%-1.7%-17.5%
Q4 2020+0.2%-1.1%+4.0%
Q2 2021-1.2%-6.5%+1.0%
Q1 2021
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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