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Mar 31, 2024

Evolv Q1 2024 Earnings Report

Evolv Technology reported first quarter financial results with revenue up 17% year-over-year and ending ARR up 96% year-over-year.

Key Takeaways

Evolv Technology announced its Q1 2024 financial results, with a revenue of $21.7 million, a 17% increase year-over-year. The Annual Recurring Revenue (ARR) reached $82.5 million, marking a 96% increase year-over-year. The company's net loss was $(11.6) million, or $(0.08) per share, and adjusted loss was $(13.1) million, or $(0.09) per share.

Q1 Revenue reached $21.7 million, a 17% increase year-over-year.

Ending ARR for Q1 was $82.5 million, up 96% year-over-year.

Ending RPO for Q1 totaled $254.1 million, reflecting a 57% increase year-over-year.

Evolv Express subscriptions ended Q1 with 4,882, up 75% year-over-year.

Total Revenue
$21.7M
Previous year: $18.6M
+16.6%
EPS
-$0.09
Previous year: -$0.12
-25.0%
Ending ARR
$79.2M
Adjusted EBITDA
-$10.4M
New Customers
53
Gross Profit
$11.8M
Previous year: $4.77M
+147.1%
Cash and Equivalents
$44.6M
Previous year: $181M
-75.4%
Free Cash Flow
-$35.7M
Total Assets
$282M
Previous year: $306M
-7.6%

Evolv

Evolv

Evolv Revenue by Segment

Forward Guidance

The Company commented on its business outlook for 2024. The Company's outlook is based on the current indications for its business, which may change at any time.

Positive Outlook

  • Adjusted Gross Margin is expected to be around 60%.
  • Adjusted EBITDA is expected to improve by 40%+

Challenges Ahead

  • Total Revenue is expected to be ~$100 million.
  • ARR at 12/31/24 is expected to be ~$100 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income