OTC$LOGC

Contextlogic Holdings Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported a decrease in revenue and a net loss, but showed improvements in unit economics and disciplined spending.

Wish's first-quarter 2023 revenue declined by 49% year-over-year to $96 million. Net loss was $89 million, and adjusted EBITDA was a loss of $62 million. The company is focused on improving conversion rates, buyer retention, and customer satisfaction.

  • Revenue decreased by 49% year-over-year, mainly due to pricing changes and lower advertising spend.
  • Net loss was $89 million, compared to a net loss of $60 million in the first quarter of fiscal 2022.
  • Adjusted EBITDA was a loss of $62 million, above the midpoint of the guidance range.
  • A $50 million share repurchase program was authorized by the Board.

Headline financials

Total Revenue

$96M

Previous: $189M-49.2%
EPS (adj)

-$3.83

Previous: -$1.80-112.8%
Free Cash Flow

-$92M

Previous: -$148M+37.8%
Net Income

-$89M

Previous: -$56M-58.9%
Operating Income

-$93M

Previous: -$62M-50.0%
Gross Profit

$20M

Previous: $64M-68.8%
Cash & Equivalents

$371M

Previous: $760M-51.2%
Total Assets

$693M

Previous: $1.12B-38.2%
Stock-Based Comp

$26M

Previous: -$2M+1400.0%

Revenue & EPS history

Wish · Revenue · Quarterly

$96M

Q1 2023-49.2%vs Q1 2022
Beat estimate in 0 of 12 quarters(0%)
ActualEstimate

Revenue by segment

Wish · $12.1M total across 2 segments · Q1 2026

  • Packaged
    $10.3M
  • Non-packaged
    $1.8M

Forward guidance

Wish expects revenue to be in the range of $91 million to $102 million and Adjusted EBITDA to be a loss in the range of $60 million to $75 million for the second quarter of fiscal 2023.

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 2023

Historical avgQ1 2023

-1.5%

Avg return

Earnings day

-4.4%

Avg return

5 days after

-8.6%

Avg return

30 days after

39%

9 / 23 earnings

Positive

+7.8%

Q1 2023

Best reaction

-10.3%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%+1.4%
Q4 2025+1.2%+1.8%+4.2%
Q4 2026+1.2%+1.8%+4.2%
Q3 2025+0.5%+0.4%-1.0%
Q2 2025-1.2%-0.1%+7.4%
Q1 2025+0.0%+1.5%-1.5%
Q4 2024+6.7%+6.3%-6.4%
Q3 2024+0.8%+5.4%+27.8%
Q2 2024+2.7%+1.7%-1.1%
Q1 2024-2.0%+3.0%+1.7%
Q4 2023-1.2%-2.6%-12.7%
Q3 2023-0.9%+17.8%+24.4%
Q2 2023+5.5%-21.8%-33.8%
Q1 2023+7.8%+11.9%-1.6%
Q4 2022+0.4%-31.6%-45.6%
Q3 2022-7.9%+13.0%-9.8%
Q2 2022-9.2%-8.6%-34.1%
Q1 2022-10.1%-27.0%-5.3%
Q4 2021-4.2%-19.8%-5.1%
Q3 2021-7.1%-5.6%-34.8%
Q2 2021-4.3%-29.3%-30.8%
Q1 2021-2.6%-25.5%-15.1%
Q4 2020-10.3%+4.9%-19.4%
Q3 2020
Q2 2020
Q1 2020
Q4 2019

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