NYSE$PRO

Pros Holdings Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Delivered a strong quarter with increased deal count and exceeded guidance across all metrics.

PROS Holdings, Inc. reported strong second quarter results, exceeding the high-end of their guidance range across all metrics. The company more than doubled deal count year-over-year and booked more deals in the first half of 2022 than they did all last year.

  • Subscription revenue of $50.4 million, up 14% year-over-year.
  • Subscription gross margin of 73% and non-GAAP subscription gross margin of 76%, up over 580 basis points year-over-year.
  • Raised full year 2022 guidance for total revenue and subscription revenue.
  • Welcomed new customers adopting PROS solutions, including Aurora Auto Parts, BORG Automotive, and Qatar Airways Cargo.

Headline financials

Total Revenue

$68.4M

Previous: $62.4M+9.6%
EPS (adj)

-$0.14

Previous: -$0.14+0.0%
Subscription Revenue Growth

14.0%

No prior period
Capital Expenditures

$308K

Previous: $785K-60.8%
Free Cash Flow

-$2.24M

Previous: -$5.73M+60.9%
Net Income

-$22.4M

Previous: -$18M-24.2%
Operating Income

-$20.5M

Previous: -$16.3M-25.9%
Gross Profit

$40.7M

Previous: $36M+13.1%
Cash & Equivalents

$215M

Previous: $318M-32.4%
Total Assets

$462M

Previous: $512M-9.7%
Stock-Based Comp

$10.8M

Previous: $8.61M+25.1%

Revenue & EPS history

Pros · Revenue · Quarterly

$68.4M

Q2 2022+9.6%vs Q2 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Pros · $61.1M total across 2 segments · Q2 2022

  • Subscription Revenue
    $50.4M+13.9%
  • Services Revenue
    $10.7M+11.7%

Forward guidance

PROS anticipates revenue between $68.0 to $69.0 million for Q3 2022 and between $270.5 to $272.5 million for the full year 2022.

Tailwinds

  • Total Revenue for Q3 2022 is expected to be between $68.0 to $69.0 million, representing a 9% increase year-over-year at the midpoint.
  • Subscription Revenue for Q3 2022 is projected to be between $50.5 to $51.0 million, a 15% increase year-over-year at the midpoint.
  • Full Year 2022 Total Revenue is anticipated to be between $270.5 to $272.5 million, reflecting an 8% increase year-over-year at the midpoint.
  • Full Year 2022 Subscription Revenue is expected to range from $201.5 to $202.5 million, a 13% increase year-over-year at the midpoint.
  • ARR is projected to be between $246.0 to $250.0 million, representing a 9% increase year-over-year.
  • Subscription ARR is expected to be between $224.0 to $228.0 million, representing a 16% increase year-over-year.

Headwinds

  • Non-GAAP Loss Per Share for Q3 2022 is expected to be between $(0.18) to $(0.15).
  • Adjusted EBITDA for Q3 2022 is projected to be between $(7.5) to $(6.5) million.
  • Free Cash Flow is expected to be between $(25.0) to $(21.0) million.
  • Non-GAAP Loss Per Share for the full year 2022 is expected to be $(0.04).
  • Adjusted EBITDA for the full year 2022 is projected to be between $(28.0) to $(25.0) million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

-0.6%

Avg return

5 days after

-1.9%

Avg return

30 days after

45%

29 / 64 earnings

Positive

+18.3%

Q4 2012

Best reaction

-17.8%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-0.1%+0.0%+0.9%
Q2 2025-5.5%-5.9%-1.3%
Q1 2025-2.6%-1.4%+4.4%
Q4 2024+7.9%+7.3%-10.1%
Q3 2024+9.3%+10.0%+22.0%
Q2 2024-4.8%-10.6%-20.8%
Q1 2024-7.1%-6.7%-13.4%
Q4 2023+5.8%+2.6%+3.4%
Q3 2023+4.9%
Q2 2023+7.7%
Q1 2023-0.8%
Q4 2022-3.9%
Q3 2022+6.9%
Q2 2022+2.1%
Q1 2022+6.7%
Q4 2021-4.5%
Q3 2021-3.8%
Q2 2021-1.1%
Q1 2021-3.1%
Q4 2020+0.3%
Q3 2020-8.7%
Q2 2020-17.8%
Q1 2020-6.0%
Q4 2019-11.0%
Q3 2019+2.4%
Q2 2019+8.3%
Q1 2019+11.4%
Q4 2018+4.2%
Q3 2018+8.9%
Q2 2018+3.4%
Q1 2018-7.4%
Q4 2017+15.1%
Q3 2017-6.3%
Q2 2017-7.0%
Q1 2017+3.1%
Q4 2016+3.9%
Q3 2016+8.1%
Q2 2016-5.9%
Q1 2016+9.8%
Q4 2015+1.2%
Q3 2015-11.4%
Q2 2015+0.4%
Q1 2015-15.3%
Q4 2014-4.7%
Q3 2014+1.0%
Q2 2014-3.8%
Q1 2014-13.1%
Q4 2013-3.0%
Q3 2013+5.9%
Q2 2013-5.6%
Q1 2013+14.5%
Q4 2012+18.3%
Q3 2012-3.1%
Q2 2012+13.6%
Q1 2011-8.5%
Q1 2012-3.5%
Q4 2009-2.4%
Q4 2011-2.4%
Q3 2011+3.3%
Q3 2010+3.3%
Q4 2010-9.2%
Q2 2011-9.2%
Q2 2010-9.2%
Q1 2010-8.5%

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