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Jun 30, 2023

Evolv Q2 2023 Earnings Report

Evolv Technology reported record second quarter financial results and raised outlook for 2023.

Key Takeaways

Evolv Technology's Q2 2023 revenue reached $19.8 million, a 119% increase year-over-year, with ending ARR of $54.3 million, up 160% year-over-year. The company raised its business outlook for 2023.

Q2 Revenue of $19.8 million, up 119% year-over-year

Q2 Ending ARR of $54.3 million, up 160% year-over-year

Q2 Ending RPO of $198.3 million, up 145% year-over-year

Q2 Ending Evolv Express® subscriptions of 3,386, up 195% year-over-year

Total Revenue
$19.8M
Previous year: $9.07M
+118.6%
EPS
-$0.1
Previous year: -$0.12
-16.7%
Gross Profit
$7.41M
Previous year: $553K
+1240.5%
Cash and Equivalents
$156M
Previous year: $243M
-35.9%
Free Cash Flow
-$24.6M
Previous year: -$27.8M
-11.3%
Total Assets
$308M
Previous year: $333M
-7.5%

Evolv

Evolv

Evolv Revenue by Segment

Forward Guidance

The Company commented on its business outlook for 2023 and updated the estimates.

Positive Outlook

  • Total Revenue is expected to be $70-$75 million
  • Annual Recurring Revenue (ARR) at 12/31/23 is expected to be $70-$72 million
  • Adjusted Gross Margin is expected to be 38%-42%
  • Adjusted EBITDA is expected to be ($52-$56) million

Revenue & Expenses

Visualization of income flow from segment revenue to net income