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Sep 30, 2022

Evolv Q3 2022 Earnings Report

Reported record third quarter results and raised outlook for 2022.

Key Takeaways

Evolv Technology reported a strong third quarter with a 96% increase in revenue year-over-year, driven by robust market adoption and expansion. The company also raised its business outlook for 2022.

Q3 Revenue reached $16.5 million, showing a 96% increase year-over-year.

Q3 Ending ARR totaled $28.7 million, up 189% year-over-year.

Q3 Ending RPO was $109.4 million, reflecting a 220% increase year-over-year.

Q3 Ending Evolv Express® subscriptions amounted to 1,692, up 198% year-over-year.

Total Revenue
$16.5M
Previous year: $8.37M
+97.6%
EPS
-$0.13
Previous year: -$0.11
+18.2%
Ending ARR
$28.7M
Gross Profit
$225K
Previous year: $4.16M
-94.6%
Cash and Equivalents
$218M
Previous year: $334M
-34.5%
Total Assets
$326M
Previous year: $383M
-14.9%

Evolv

Evolv

Evolv Revenue by Segment

Forward Guidance

The Company raised its outlook for 2022 and provided preliminary estimates for 2023.

Positive Outlook

  • Total Revenue for 2022 is expected to be between $46 million and $48 million.
  • Annual Recurring Revenue (ARR) at 12/31/2022 is projected to be between $31 million and $32 million.
  • Exiting ARR in 2023 is estimated to be in the range of $65 million to $70 million, reflecting growth of more than 100%.
  • Full year revenues in 2023 are expected to be in the range of $55 million to $60 million.
  • The company anticipates significantly reducing its full year operating cash usage in 2023.

Revenue & Expenses

Visualization of income flow from segment revenue to net income