OTC$TSPH

TuSimple Holdings Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

TuSimple's revenue increased year-over-year, driven by strategic customers, while the company continued to advance its autonomous driving technology and expand its AFN ecosystem.

TuSimple reported a revenue of $2.3 million for Q1 2022, a 140% increase year-over-year. The company continued to advance its Driver Out operations and expanded its AFN ecosystem with new terminals and partnerships. TuSimple also increased its total truck reservations to 7,475.

  • Continued Driver Out operations with refinement of Minimum Risk Condition capabilities.
  • Announced an advanced Integration with Werner Enterprises to provide roadside service and support.
  • Expanded dedicated AFN terminal footprint to Ryder facilities in Houston and Laredo preparing for Driver Out operations in Texas.
  • Increased reservations by 500 in Q1 from blue chip customers, such as Loadsmith, for a total of 7,475 reservations.

Headline financials

Total Revenue

$2.26M

Previous: $944K+139.8%
EPS (adj)

-$0.50

Previous: -$6.43+92.2%
Patents Issued

408

Previous: 280+45.7%
Capital Expenditures

-$1.36M

Previous: -$1.21M-12.1%
Free Cash Flow

-$102M

Previous: -$47.9M-112.7%
Net Income

-$112M

Previous: -$385M+70.9%
Operating Income

-$112M

Previous: -$58.6M-91.3%
Gross Profit

-$1.83M

Previous: -$1.3M-40.2%
Cash & Equivalents

$1.24B

Previous: $509M+143.2%
Total Assets

$1.34B

Previous: $548M+143.5%
Stock-Based Comp

$27.5M

Previous: $6.29M+337.7%

Revenue & EPS history

TuSimple · Revenue · Quarterly

$2.26M

Q1 2022+139.8%vs Q1 2021
Beat estimate in 3 of 10 quarters(30%)
ActualEstimate

Forward guidance

TuSimple is focused on expanding its driverless operations over the next two years and will release more precise milestone timing in the coming weeks.

Historical earnings impact

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

+3.5%

Avg return

Earnings day

+12.2%

Avg return

5 days after

+100.0%

Avg return

30 days after

60%

9 / 15 earnings

Positive

+20.2%

Q4 2022

Best reaction

-9.9%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2023+0.0%+12.2%+100.0%
Q3 2023-5.2%
Q1 2023+7.6%
Q2 2023+7.6%
Q4 2022+20.2%
Q3 2022+6.6%
Q2 2022+8.0%
Q1 2022+5.6%
Q4 2021+11.9%
Q4 2019+11.9%
Q3 2021-5.3%
Q3 2020-5.3%
Q2 2021-9.9%
Q4 2020-2.7%
Q1 2021+2.1%
Q2 2020
Q1 2020

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