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Mar 31, 2024

Altair Q1 2024 Earnings Report

Altair achieved record software and total revenue in the first quarter.

Key Takeaways

Altair reported record-high quarterly software and total revenue, exceeding expectations due to the strength of its product portfolio and growth across all major geographies and verticals.

Software revenue increased by 5.9% to $158.4 million compared to Q1 2023.

Total revenue increased by 4.1% to $172.9 million compared to Q1 2023.

Net income was $16.5 million, a significant improvement from a net loss of $(2.0) million in Q1 2023.

Adjusted EBITDA increased by 6.4% to $45.8 million compared to $43.1 million for the first quarter of 2023.

Total Revenue
$173M
Previous year: $166M
+4.1%
EPS
$0.4
Previous year: $0.36
+11.1%
Adjusted EBITDA
$45.8M
Previous year: $43.1M
+6.3%
Gross Profit
$142M
Previous year: $133M
+6.5%
Cash and Equivalents
$558M
Previous year: $378M
+47.4%
Free Cash Flow
$70.7M
Previous year: $57.5M
+22.9%
Total Assets
$1.38B
Previous year: $1.23B
+12.5%

Altair

Altair

Altair Revenue by Segment

Forward Guidance

Altair is issuing the following guidance for the second quarter and full year 2024:

Positive Outlook

  • Software Revenue for Q2 2024 is expected to be $131 to $134 million.
  • Total Revenue for Q2 2024 is expected to be $145 to $148 million.
  • Software Revenue for Full Year 2024 is expected to be $590 to $600 million.
  • Total Revenue for Full Year 2024 is expected to be $652 to $662 million.
  • Adjusted EBITDA for Full Year 2024 is expected to be $138 to $146 million.

Challenges Ahead

  • Net (Loss) Income for Q2 2024 is expected to be $(12.3) to $(9.4) million.
  • Non-GAAP Net Income for Q2 2024 is expected to be $12.7 to $15.0 million.
  • Net (Loss) Income for Full Year 2024 is expected to be $23.2 to $30.9 million.
  • Non-GAAP Net Income for Full Year 2024 is expected to be $109.9 to $115.9 million.
  • Net Cash Provided by Operating Activities for Full Year 2024 is expected to be $135 to $143 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income