NYSE$SPIR

Spire Global Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Spire Global's first quarter was defined by strong execution, delivering results that exceeded expectations on the top and bottom line.

Spire Global announced strong Q1 2022 results with revenue increasing to $18.1 million, representing 86% year-over-year growth. The company's ARR reached $81.6 million, up 134% year-over-year. Spire also improved its full-year guidance by increasing the low end of its ARR range and lowering its operating loss.

  • Revenue increased 86% year over year to $18.1 million.
  • ARR was $81.6 million, up 134% year over year.
  • 627 ARR solution customers under contract, a net increase of 29 customers from December 31, 2021.
  • GAAP operating loss was $20.0 million and Non-GAAP operating loss was $12.8 million.

Headline financials

Total Revenue

$18.1M

Previous: $9.72M+86.0%
EPS (adj)

-$0.96

Previous: -$1.11+13.5%
Capital Expenditures

-$4.24M

Previous: $1.38M-407.9%
Free Cash Flow

-$22.4M

Previous: -$12.2M-83.6%
Net Income

-$18.2M

Previous: -$19.7M+7.8%
Operating Income

-$20M

Previous: -$12.8M-55.8%
Gross Profit

$8.22M

Previous: $6.39M+28.7%
Cash & Equivalents

$91.6M

Previous: $23.4M+290.9%
Total Assets

$283M

Previous: $231M+22.6%
Stock-Based Comp

$2.29M

Previous: $2.51M-8.7%

Revenue & EPS history

Spire · Revenue · Quarterly

$18.1M

Q1 2022+86%vs Q1 2021
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Forward guidance

Spire is providing revenue guidance for the second quarter ending June 30, 2022, between $18.2 - $19.2 million and for the full year ending December 31, 2022, between $85.0 - $90.0 million.

Tailwinds

  • Revenue is expected to be between $18.2 million and $19.2 million for Q2 2022.
  • Year-over-year revenue growth is projected to be between 100% and 111% for Q2 2022.
  • ARR is expected to be between $88.0 million and $89.0 million for Q2 2022.
  • Year-over-year ARR growth is projected to be between 141% and 143% for Q2 2022.
  • The company anticipates having between 655 and 665 ARR solution customers in Q2 2022.

Headwinds

  • Non-GAAP operating loss is expected to be between $13.0 million and $12.0 million for Q2 2022.
  • Adjusted EBITDA is expected to be between -$9.9 million and -$8.9 million for Q2 2022.
  • Non-GAAP loss per share is expected to be between $0.12 and $0.11 for Q2 2022.
  • Revenue is expected to be between $85.0 million and $90.0 million for the full year 2022.
  • ARR is expected to be between $101.0 million and $105.0 million for the full year 2022.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-1.8%

Avg return

Earnings day

-1.9%

Avg return

5 days after

+3.6%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+14.2%

Q3 2023

Best reaction

-24.0%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+3.0%-1.2%
Q4 2025-5.0%+18.3%+80.3%
Q3 2025-24.0%-2.3%+30.6%
Q1 2025+12.0%+12.0%+4.7%
Q4 2024-1.6%-7.0%+18.7%
Q3 2024-0.1%-0.6%-27.7%
Q2 2024-9.1%-31.8%-16.8%
Q1 2024-18.7%-23.7%-13.6%
Q4 2023+12.5%-0.2%-0.3%
Q3 2023+14.2%+14.7%+73.3%
Q2 2023-14.8%-3.7%-4.4%
Q1 2023+10.8%+11.6%+12.1%
Q4 2022-15.3%-19.4%-30.7%
Q3 2022-4.6%+6.9%-6.9%
Q2 2022+6.2%+13.2%+5.6%
Q1 2022-9.6%-9.6%+2.7%
Q2 2021+9.2%-1.4%-19.8%
Q4 2021+2.3%-21.0%-8.9%
Q3 2021+0.4%+0.9%-20.0%
Q1 2021-0.1%-0.1%+0.5%
Q4 2020-0.9%-0.4%-1.4%
Q3 2020-0.3%-0.3%+1.7%
Q1 2014
Q4 2013
Q1 2013
Q3 2012

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