NYSE$SMRT

Smartrent Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

SmartRent reported a 17% increase in revenue and continued to drive margin improvement.

SmartRent's Q4 2022 results showed a 17% increase in revenue compared to Q4 2021, reaching $40.6 million. The company focused on innovation, optimized processes, and boosted operational efficiency. Gross margins improved across all revenue streams, resulting in a total gross margin of 9.7% and a gross profit of $3.9 million.

  • Revenue increased by 17% year-over-year to $40.6 million.
  • SaaS revenue increased by 205% year-over-year to $8.1 million.
  • Net loss was $(21.4) million, an 18% decrease year-over-year.
  • Adjusted EBITDA was $(14.1) million, a 35% increase year-over-year.

Headline financials

Total Revenue

$40.6M

Previous: $34.7M+17.0%
EPS (adj)

-$0.11

Previous: -$0.13+15.4%
New Units Deployed

42.8K

Previous: 52.1K-17.8%
Units Booked

64.4K

Previous: 84.1K-23.3%
Capital Expenditures

$311K

Previous: $620K-49.8%
Free Cash Flow

$700K

Previous: -$29.3M+102.4%
Net Income

-$21.4M

Previous: -$26M+17.7%
Operating Income

-$26M

Previous: -$25.9M-0.4%
Gross Profit

$3.9M

Previous: -$3.15M+223.7%
Cash & Equivalents

$218M

Previous: $432M-49.6%
Total Assets

$561M

Previous: $580M-3.2%
Stock-Based Comp

$2.89M

Previous: $2.76M+4.7%

Revenue & EPS history

Smartrent · Revenue · Quarterly

$40.6M

Q4 2022+17%vs Q4 2021
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Smartrent · $58.1M total across 3 segments · Q3 2023

  • Hardware
    $35.6M+33.5%
  • Hosted Services
    $16.5M+23.8%
  • Professional Services
    $5.96M-20.3%

Forward guidance

SmartRent provided guidance for the first quarter and full year 2023, anticipating another landmark year. The company aims to reach profitability on an adjusted EBITDA basis by combining sustained top line growth with improved operational and administrative efficiency.

Tailwinds

  • Total Revenue of $55 to $58 million for Q1 2023
  • Adjusted EBITDA of $(12) to $(8) million for Q1 2023
  • Total Revenue of $225 to $250 million for FY 2023
  • Adjusted EBITDA of $(25) to $(15) million for FY 2023

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 Q4 2022

Historical avgQ4 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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