Dec 31, 2021

Identiv Q4 2021 Earnings Report

Identiv reported its Q4 2021 earnings, achieving 15% revenue growth year-over-year.

Key Takeaways

Identiv reported a 15% increase in revenue for the fourth quarter of 2021, reaching $28.5 million. The company's Identity segment grew by 11%, while the Premises segment saw a 22% increase. However, the company experienced a net loss of $1.9 million, impacted by a bad debt expense of $2.3 million related to aged accounts receivables.

Q4 revenue increased by 15% year-over-year to $28.5 million.

Identity segment revenue grew by 11% year-over-year.

Premises segment revenue increased by 22% year-over-year.

The company maintained a strong balance sheet with $28.6 million in cash and cash equivalents and no debt.

Total Revenue
$28.5M
Previous year: $24.8M
+14.8%
EPS
$0.02
Previous year: -$0.05
-140.0%
Gross Margin
33%
Previous year: 35%
-5.7%
Gross Profit
$9.42M
Previous year: $8.58M
+9.7%
Cash and Equivalents
$28.6M
Previous year: $11.4M
+150.3%
Total Assets
$96.7M
Previous year: $78.7M
+22.9%

Identiv

Identiv

Identiv Revenue by Segment

Forward Guidance

Identiv reaffirmed its revenue guidance for fiscal year 2022, expecting revenues of $130 million to $135 million, reflecting year-over-year growth of 25% to 35%. Management also reaffirmed its guidance for 30% to 35% year-over-year revenue growth in fiscal year 2023.

Positive Outlook

  • Strong backlog provides confidence in growth expectations for fiscal years 2022 and 2023.
  • Position as a premier provider of leading-edge NFC-enabled RFID products.
  • Increased federal government spending for security.
  • Sustainable customer retention rates.
  • Expanded recurring revenues.

Revenue & Expenses

Visualization of income flow from segment revenue to net income