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Apr 30, 2023

HashiCorp Q1 2024 Earnings Report

Reported first quarter results for fiscal year 2024, showing revenue growth and progress in operating efficiency.

Key Takeaways

HashiCorp's first quarter fiscal year 2024 saw a 37% increase in revenue year-over-year, reaching $138.0 million. The company is focused on cloud adoption and improving operating efficiency, aiming to reach breakeven in the second half of fiscal year 2025. They also announced a workforce reduction of approximately 8% and the appointment of Susan St. Ledger as President, Worldwide Field Operations.

Revenue increased by 37% year-over-year, totaling $138.0 million.

GAAP gross profit was $111.2 million, with an 81% gross margin.

The company ended the quarter with 4,392 customers.

The company reduced its workforce by approximately 8%.

Total Revenue
$138M
Previous year: $101M
+36.8%
EPS
-$0.07
Previous year: -$0.17
-58.8%
Net Dollar Retention Rate
127%
Previous year: 133%
-4.5%
Customers with >$100k ARR
830
Previous year: 704
+17.9%
Total Customers
4.39K
Previous year: 3.24K
+35.6%
Gross Profit
$111M
Previous year: $81.5M
+36.4%
Cash and Equivalents
$967M
Previous year: $1.34B
-27.9%
Free Cash Flow
$3.48M
Previous year: -$13.7M
-125.4%
Total Assets
$1.58B
Previous year: $1.58B
+0.2%

HashiCorp

HashiCorp

HashiCorp Revenue by Segment

Forward Guidance

For the second quarter of fiscal 2024, HashiCorp expects total revenue between $137 and $139 million, a non-GAAP operating loss between $46 and $43 million, and a non-GAAP EPS loss between $0.16 and $0.14.

Positive Outlook

  • Total revenue of $137 - $139 million
  • Company expects improvements in the automatization of the cloud
  • Company expects improvements in security
  • Company expects improvements in networking
  • Company expects improvements in application deployment

Challenges Ahead

  • Non-GAAP operating loss of $46 - $43 million
  • Non-GAAP EPS loss of $0.16 - $0.14
  • Difficult macroeconomic environment
  • Pressure in the buying process
  • Targeted cuts in discretionary spending

Revenue & Expenses

Visualization of income flow from segment revenue to net income