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Dec 31, 2023

Evolv Q4 2023 Earnings Report

Reported record fourth quarter and full year financial results.

Key Takeaways

Evolv Technology reported a 4% increase in Q4 revenue year-over-year, reaching $21.8 million. The company's ARR grew by 120% to $75.0 million, and RPO increased by 66% to $240.5 million. Net loss decreased to $(16.9) million, or $(0.11) per share, compared to $(28.3) million, or $(0.20) per share in Q4 2022.

Q4 revenue reached $21.8 million, a 4% increase year-over-year.

ARR ended the quarter at $75.0 million, up 120% year-over-year.

RPO ended the quarter at $240.5 million, a 66% increase year-over-year.

Evolv Express subscriptions increased by 99% year-over-year, reaching 4,505.

Total Revenue
$21.8M
Previous year: $20.9M
+4.5%
EPS
-$0.07
Previous year: -$0.12
-41.7%
Ending ARR
$71.3M
Adjusted EBITDA
-$10.3M
Adjusted Gross Profit
$11.6M
Gross Profit
$10.3M
Previous year: $54K
+18901.9%
Cash and Equivalents
$67.2M
Previous year: $230M
-70.8%
Free Cash Flow
-$20.6M
Total Assets
$299M
Previous year: $348M
-14.2%

Evolv

Evolv

Evolv Revenue by Segment

Forward Guidance

The company reaffirmed its outlook for 2024. Total revenue is expected to be ~$115 million. ARR at 12/31/24 is expected to be between $108-$112 million. Adjusted Gross Margin is expected to be ~60%. Adjusted EBITDA is expected to improve by 40%+

Revenue & Expenses

Visualization of income flow from segment revenue to net income