NYSE$SMRT

Smartrent Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

SmartRent reported record total revenue, exceeding prior quarter’s guidance, and double-digit adjusted EBITDA growth.

SmartRent reported record revenue of $47.5 million, a 12% increase quarter-over-quarter and a 35% increase year-over-year. The company achieved 500,000 units deployed and an all-time high in committed units.

  • Achieved record total revenue of $47.5 million, up 12% quarter-over-quarter and 35% year-over-year.
  • SaaS ARR reached $31.8 million, up 4% quarter-over-quarter and 264% year-over-year.
  • Net loss was $(26.0) million, a 1% decrease quarter-over-quarter but a 3% increase year-over-year.
  • Adjusted EBITDA was $(17.6) million, an 11% increase quarter-over-quarter but a 9% decrease year-over-year.

Headline financials

Total Revenue

$47.5M

Previous: $35.1M+35.2%
EPS (adj)

-$0.13

Previous: -$0.31+58.1%
SaaS ARPU

$3.50

Previous: $8.7M-100.0%
Capital Expenditures

-$802K

Previous: -$851K+5.8%
Free Cash Flow

-$26.8M

Previous: -$27.5M+2.8%
Net Income

-$26M

Previous: -$26.7M+2.8%
Operating Income

-$26.7M

Previous: -$26.5M-0.5%
Gross Profit

$1.18M

Previous: -$6.79M+117.4%
Cash & Equivalents

$210M

Previous: $473M-55.5%
Total Assets

$551M

Previous: $583M-5.4%
Stock-Based Comp

$3.07M

Previous: $4.1M-25.3%

Revenue & EPS history

Smartrent · Revenue · Quarterly

$47.5M

Q3 2022+35.2%vs Q3 2021
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Smartrent · $47.5M total across 3 segments · Q3 2022

  • Hardware
    $26.7M+21.1%
  • Hosted Services
    $13.3M+170.8%
  • Professional Services
    $7.48M-8.6%

Forward guidance

SmartRent narrowed its full year 2022 guidance for revenues and Units Deployed toward the high end of the range and reaffirmed Adjusted EBITDA guidance. The company also reaffirmed its path to intra-quarter profitability in 2023.

Tailwinds

  • Total Revenue of $38 to $53 million for Q4 2022
  • Units Deployed of 35,000 to 55,000 for Q4 2022
  • Total Revenue of $165 to $180 million for full year 2022 (increased from $155 to $180 million)
  • Adjusted EBITDA of $(75) to $(70) million for full year 2022
  • Units Deployed of 200,000 to 220,000 for full year 2022 (increased from 190,000 to 220,000)

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 Q3 2022

Historical avgQ3 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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