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Jun 30, 2024

Evolv Q2 2024 Earnings Report

Reported a year-over-year revenue increase and a shift from net loss to net income.

Key Takeaways

Evolv Technology reported a 29% increase in revenue compared to the same quarter last year, reaching $25.5 million. The company also achieved net income of $3.5 million, a significant improvement from the net loss of $(66.8) million in the second quarter of 2023.

Q2 revenue reached $25.5 million, a 29% increase year-over-year.

Ending ARR reached $88.9 million, a 64% increase year-over-year.

Ending RPO reached $262.9 million, a 33% increase year-over-year.

Evolv Express subscriptions reached 5,323, a 57% increase year-over-year.

Total Revenue
$25.5M
Previous year: $19.8M
+28.8%
EPS
-$0.06
Previous year: -$0.1
-40.0%
Adjusted EBITDA
-$7.9M
Gross Profit
$14.5M
Previous year: $7.41M
+95.2%
Cash and Equivalents
$35.7M
Previous year: $156M
-77.0%
Free Cash Flow
-$23.3M
Previous year: -$24.6M
-5.4%
Total Assets
$269M
Previous year: $308M
-12.8%

Evolv

Evolv

Evolv Revenue by Segment

Forward Guidance

The company reaffirmed its business outlook for 2024.

Positive Outlook

  • Total Revenue reaffirmed at ~$100 million.
  • ARR at 12/31/24 reaffirmed at ~$100 million.
  • Adjusted Gross Margin reaffirmed at ~60%.
  • Adjusted EBITDA to improve by 40%+

Revenue & Expenses

Visualization of income flow from segment revenue to net income