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Jun 30, 2024

AvidXchange Q2 2024 Earnings Report

Achieved GAAP net income profitability through disciplined execution, year-over-year revenue growth, unit cost efficiencies, and operating expense leverage.

Key Takeaways

AvidXchange announced Q2 2024 financial results, marking a milestone in GAAP net income profitability with revenue growth of 15.3% year-over-year. The company sustains a strong balance sheet with $465.0 million in cash and marketable securities. Updated 2024 business outlook reflects strong execution amid macro choppiness.

Achieved GAAP net income profitability in Q2 2024.

Maintained a strong balance sheet with $465.0 million in cash and marketable securities.

Revenue increased by 15.3% year-over-year.

Updated 2024 business outlook reflects strong execution amid macro choppiness.

Total Revenue
$105M
Previous year: $91.2M
+15.3%
EPS
$0.05
Previous year: -$0.05
-200.0%
Total Transactions Processed
19.7M
Previous year: 18.8M
+4.8%
Total Payment Volume
$20.6B
Previous year: $18.7B
+10.2%
Transaction Yield
$5.33
Previous year: $4.84
+10.1%
Gross Profit
$68.7M
Previous year: $55.6M
+23.5%
Cash and Equivalents
$375M
Previous year: $337M
+11.2%
Free Cash Flow
$25M
Total Assets
$2.11B
Previous year: $2.09B
+1.2%

AvidXchange

AvidXchange

Forward Guidance

AvidXchange anticipates its Full Year 2024 revenue to be in the range of $436.0 million to $439.0 million and adjusted EBITDA to be in the range of $73.0 million to $75.0 million.

Positive Outlook

  • Full Year 2024 revenue guidance: $436.0M - $439.0M
  • Full Year 2024 adjusted EBITDA guidance: $73.0M - $75.0M
  • Anticipates interest revenue contribution of approximately $49.0 million
  • Strong execution amid macro choppiness
  • Continuing to broaden the application of artificial intelligence (AI)

Challenges Ahead

  • Actual results may differ materially
  • High variability with respect to items excluded from adjusted EBITDA
  • Complexity with respect to items excluded from adjusted EBITDA
  • Low visibility with respect to items excluded from adjusted EBITDA
  • Ongoing and future macroeconomic impacts