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Jan 31, 2024

HashiCorp Q4 2024 Earnings Report

HashiCorp's Q4 2024 financial results exceeded expectations with a strong finish to the fiscal year, driven by initiatives to simplify go-to-market strategies and improve product monetization.

Key Takeaways

HashiCorp reported Q4 2024 revenue of $155.8 million, a 15% increase year-over-year. The company's GAAP net loss was $31.6 million, while non-GAAP net income was $10.2 million. HashiCorp is focusing on simplifying its go-to-market strategy and improving product monetization to accelerate revenue growth in fiscal 2025.

Q4 revenue reached $155.8 million, up 15% year-over-year.

Trailing four quarter average Net Dollar Retention Rate was 115%.

Total non-GAAP RPO was $801.4 million, representing an increase of 19% year-over-year.

The Board of Directors approved a share repurchase program for up to $250 million.

Total Revenue
$156M
Previous year: $136M
+14.7%
EPS
$0.05
Previous year: -$0.07
-171.4%
Net Dollar Retention Rate
115%
Previous year: 131%
-12.2%
Customers with >$100k ARR
897
Previous year: 798
+12.4%
Total Customers
4.42K
Previous year: 4.13K
+7.1%
Gross Profit
$129M
Previous year: $112
+114700701.4%
Cash and Equivalents
$763M
Previous year: $1.29K
+59358736.8%
Free Cash Flow
$10.7M
Previous year: $1.47M
+631.6%
Total Assets
$1.69B
Previous year: $1.63K
+103906148.1%

HashiCorp

HashiCorp

HashiCorp Revenue by Segment

Forward Guidance

For the first quarter of fiscal 2025, HashiCorp expects total revenue of $152 - $154 million and a non-GAAP operating loss of $19 - $16 million. For the full fiscal year 2025, the company expects total revenue of $643 - $647 million and a non-GAAP operating loss of $46 - $43 million.

Positive Outlook

  • Total revenue of $152 - $154 million (Q1 2025)
  • Non-GAAP operating loss of $19 - $16 million (Q1 2025)
  • Non-GAAP EPS (loss) / income of $(0.02) - $0.00 (Q1 2025)
  • Total revenue of $643 - $647 million (FY 2025)
  • Non-GAAP operating loss of $46 - $43 million (FY 2025)

Challenges Ahead

  • HashiCorp has not reconciled its expectations as to first quarter and fiscal year 2025 non-GAAP operating loss and non-GAAP earnings per share to the comparable GAAP measures.
  • Due to limited public trading history and significant volatility in the price of HashiCorp’s common stock, certain items, which could be material, cannot be calculated without unreasonable efforts.
  • The measures and effects of our stock-based compensation expense specific to our equity compensation awards and employer payroll tax-related items on employee stock transactions are directly impacted by the timing of employee stock transactions and unpredictable fluctuations in our stock price.
  • Stock price is expected to have a significant impact on our future GAAP financial results.
  • Future reports that we may file from time to time with the SEC.

Revenue & Expenses

Visualization of income flow from segment revenue to net income