Jun 30, 2021

Identiv Q2 2021 Earnings Report

Identiv's Q2 2021 results demonstrated growth, driven by RFID adoption and strong federal government sales.

Key Takeaways

Identiv reported a 26% year-over-year increase in total revenue, reaching $24.0 million, with RFID revenue growing by 39%. The company achieved GAAP net income of $2.5 million, or $0.09 per diluted share, and non-GAAP adjusted EBITDA of $1.2 million.

Total revenue increased by 26% year-over-year to $24.0 million, with RFID revenue up 39% year-over-year.

Federal government sales showed strong growth, increasing by 34% year-over-year.

GAAP operating expenses decreased by 8% while revenues grew 26% year-over-year, demonstrating operating leverage.

The company maintained a strong balance sheet with $36.4 million in cash at the end of Q2 2021.

Total Revenue
$24M
Previous year: $19.1M
+25.6%
EPS
$0.09
Previous year: -$0.1
-190.0%
Gross Margin
37%
Previous year: 40.4%
-8.4%
Operating Expenses
$9.1M
Previous year: $10M
-9.0%
Adjusted EBITDA
$1.2M
Previous year: $400K
+200.0%
Gross Profit
$8.84M
Previous year: $7.71M
+14.6%
Cash and Equivalents
$36.4M
Previous year: $13.1M
+177.3%
Total Assets
$106M
Previous year: $78.5M
+34.9%

Identiv

Identiv

Identiv Revenue by Segment

Forward Guidance

Identiv increased the upper end of its expected revenues to $100 million to $106 million.

Positive Outlook

  • Momentum exiting the second quarter
  • Strong backlog growth
  • Normal seasonality expected to continue
  • Momentum building quarter over quarter
  • Growth projections with potential upsides in the near-term and into 2022

Revenue & Expenses

Visualization of income flow from segment revenue to net income