NYSE$SPIR

Spire Global Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Spire's Q2 2022 results were announced, demonstrating revenue growth and strategic execution.

Spire Global reported a strong second quarter in 2022, with revenue increasing by 113% year-over-year to $19.4 million. The company's annual recurring revenue (ARR) also saw significant growth, increasing by 133% year-over-year to $85.3 million. Spire reaffirmed its guidance for annual recurring revenue and positive free cash flow timing.

  • Revenue increased 113% year-over-year to $19.4 million.
  • Annual recurring revenue increased 133% year-over-year to $85.3 million.
  • GAAP operating loss was $16.4 million.
  • Non-GAAP operating loss was $10.1 million, better than guidance by $1.9 million.

Headline financials

Total Revenue

$19.4M

Previous: $9.11M+112.8%
EPS (adj)

-$0.72

Previous: -$1.45+50.3%
Capital Expenditures

-$12.5M

Previous: $4.2M-397.0%
Free Cash Flow

-$52.9M

Previous: $5.77M-1017.3%
Net Income

-$40.5M

Previous: -$26.9M-50.6%
Operating Income

-$16.4M

Previous: -$13.6M-20.9%
Gross Profit

$9.82M

Previous: $5.39M+82.4%
Cash & Equivalents

$72.5M

Previous: $49.4M+46.7%
Total Assets

$289M

Previous: $231M+25.3%
Stock-Based Comp

$2.91M

Previous: $1.99M+45.9%

Revenue & EPS history

Spire · Revenue · Quarterly

$19.4M

Q2 2022+112.8%vs Q2 2021
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Forward guidance

Spire is providing guidance for the third quarter ending September 30, 2022, and the full year ending December 31, 2022. This guidance assumes continued strength of the U.S. dollar in relation to foreign currencies, which creates a headwind to revenue growth.

Tailwinds

  • Q3 2022 revenue is expected to be between $19.5 million and $20.5 million.
  • Full year 2022 revenue is expected to be between $80.0 million and $83.0 million.
  • Q3 2022 annual recurring revenue (ARR) is expected to be between $90.3 million and $91.3 million.
  • Full year 2022 ARR is expected to be between $101.0 million and $105.0 million.
  • Q3 2022 non-GAAP operating loss is expected to be between $11.8 million and $10.8 million.

Headwinds

  • Full year 2022 non-GAAP operating loss is expected to be between $46.5 million and $43.5 million.
  • Continued strength of the U.S. dollar creates a headwind to revenue growth.
  • Q3 2022 non-GAAP loss per share is expected to be between $0.11 and $0.10.
  • Full year 2022 non-GAAP loss per share is expected to be between $0.42 and $0.40.
  • The guidance assumes continued strength of the U.S. dollar in relation to foreign currencies, which creates a headwind to revenue growth.

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 Q2 2022

Historical avgQ2 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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