NYSE$SMRT

Smartrent Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

SmartRent's Q1 2022 saw record revenue and bookings, driven by growth in units deployed and customer base, along with the strategic acquisition of SightPlan.

SmartRent reported a record revenue of $37.4 million and bookings of $72.0 million in Q1 2022. The company deployed over 51,000 new units and added 41 new customers. They also acquired SightPlan to enhance platform capabilities.

  • Total revenue increased by 95% year-over-year to a record $37.4 million.
  • SaaS annual recurring revenue (ARR) increased by 205% year-over-year to $16.3 million.
  • Units Deployed increased by 58% year-over-year to 51,196.
  • Units Booked increased by 101% to 91,482 and Bookings increased by 122% to $72.0 million year-over-year, both setting company records.

Headline financials

Total Revenue

$37.4M

Previous: $19.2M+95.0%
EPS (adj)

-$0.12

Previous: -$4.87+97.5%
New Units Deployed

51.2K

Previous: 32.5K+57.6%
SaaS ARPU

$4.17

Previous: $4.08+2.2%
Units Booked

91.5K

Previous: 45.5K+100.9%
Bookings

$72M

Previous: $32.4M+122.0%
Capital Expenditures

-$233K

No prior period
Free Cash Flow

-$23.6M

No prior period
Net Income

-$23.4M

Previous: -$9.27M-152.4%
Operating Income

-$28.3M

Previous: -$9.22M-207.0%
Gross Profit

-$4.74M

Previous: -$414K-1045.9%
Cash & Equivalents

$278M

No prior period
Total Assets

$600M

No prior period
Stock-Based Comp

$3.32M

No prior period

Revenue & EPS history

Smartrent · Revenue · Quarterly

$37.4M

Q1 2022+95%vs Q1 2021
Beat estimate in 4 of 7 quarters(57%)
ActualEstimate

Revenue by segment

Smartrent · $37.4M total across 3 segments · Q1 2022

  • Hardware
    $22.1M+78.4%
  • Hosted Services
    $8.34M+163.7%
  • Professional Services
    $6.91M+91.9%

Forward guidance

SmartRent is maintaining its guidance for full-year 2022 and providing guidance for the second quarter of 2022. The estimates presented below represent a range of possible outcomes and may differ materially from actual results. These estimates exclude the impact of potential acquisitions, capital markets activity, and unforeseen potential challenges with supply chain and logistics.

Tailwinds

  • Total Revenue of $220 to $250 million for full year 2022.
  • Adjusted EBITDA of $(50) to $(35) million for full year 2022.
  • Units Deployed of 280,000 to 320,000 for full year 2022.
  • Total Revenue of $47 to $55 million for quarter ended June 30, 2022.
  • Units Deployed of 64,000 to 75,000 for quarter ended June 30, 2022.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.7%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-1.4%

Avg return

30 days after

48%

10 / 21 earnings

Positive

+28.6%

Q3 2023

Best reaction

-31.0%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-18.2%-18.2%-23.8%
Q4 2025+15.7%+15.6%-1.3%
Q3 2025+3.0%+8.1%+45.9%
Q1 2025+5.2%-10.3%+1.8%
Q4 2024+7.1%-8.7%-20.5%
Q3 2024-14.2%-12.5%+4.5%
Q2 2024-7.9%-16.4%-2.4%
Q1 2024-2.8%-2.4%-4.5%
Q4 2023-6.2%-6.2%-11.4%
Q3 2023+28.6%+17.0%+25.5%
Q2 2023-12.6%-10.8%-18.9%
Q1 2023+24.9%+36.0%+29.5%
Q4 2022-1.2%+1.5%-2.7%
Q3 2022+25.4%+25.4%+4.2%
Q2 2022-31.0%-33.9%-44.9%
Q1 2022+4.3%+20.6%+31.0%
Q4 2021-14.3%-7.8%-26.0%
Q3 2021-18.2%-11.7%-10.6%
Q2 2021-3.3%+8.8%-2.5%
Q1 2021+0.1%
Q4 2020+0.1%
Q3 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q4 2012
Q3 2012

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