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Dec 31, 2022

Evolv Q4 2022 Earnings Report

Reported record fourth quarter and full year financial results, demonstrating accelerated growth and market leadership.

Key Takeaways

Evolv Technology reported strong Q4 results, highlighted by a 217% increase in revenue year-over-year and the addition of over 100 new customers. The company is well-positioned to achieve its goal of doubling Annual Recurring Revenue in 2023.

Q4 Revenue reached $20.9 million, a 217% increase year-over-year.

Q4 Ending ARR was $34.1 million, up 164% year-over-year.

Q4 Ending RPO totaled $144.6 million, reflecting a 181% increase year-over-year.

Q4 Ending Evolv Express® subscriptions reached 2,267, a 222% increase year-over-year.

Total Revenue
$20.9M
Previous year: $6.85M
+205.1%
EPS
-$0.12
Previous year: $0.02
-700.0%
Gross Profit
$54K
Previous year: $306K
-82.4%
Cash and Equivalents
$230M
Previous year: $308M
-25.3%
Total Assets
$348M
Previous year: $363M
-4.1%

Evolv

Evolv

Evolv Revenue by Segment

Forward Guidance

The Company provided its business outlook for 2023.

Positive Outlook

  • Total Revenue: $55 million - $60 million
  • Annual Recurring Revenue (ARR) at 12/31/23: $65 million - $70 million
  • Cash and Cash Equivalents: $165 million - $175 million

Challenges Ahead

  • Adjusted EBITDA: ($55 million) - ($60 million)

Revenue & Expenses

Visualization of income flow from segment revenue to net income