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Sep 30, 2022

SoFi Q3 2022 Earnings Report

Reported record GAAP and Adjusted Net Revenue.

Key Takeaways

SoFi Technologies, Inc. reported strong financial results for the third quarter of 2022, with record GAAP net revenue of $424 million, up 56% year-over-year, and adjusted net revenue of $419 million, up 51% year-over-year. The company also reported record adjusted EBITDA of $44 million, up 332% year-over-year. New member adds were nearly 424,000, and new product adds were over 635,000.

GAAP Net Revenue of $424 Million Up 56%; $419 Million Adjusted Net Revenue Up 51% Year-over-Year

Record Adjusted EBITDA of $44 Million Up 332% Year-over-Year and Up 118% Sequentially

New Member Adds of Nearly 424,000; Quarter-End Total Members Up 61% Year-over-Year to Over 4.7 Million

New Product Adds of Over 635,000; Quarter-End Total Products Up 69% Year-over-Year to Nearly 7.2 Million

Total Revenue
$419M
Previous year: $277M
+51.3%
EPS
-$0.09
Previous year: -$0.05
+80.0%
Total Members
4.74M
Previous year: 2.9M
+63.5%
Technology Platform Accounts
124.33M
Previous year: 89M
+39.7%
Gross Profit
$408M
Previous year: $270M
+51.2%
Cash and Equivalents
$935M
Previous year: $534M
+75.3%
Total Assets
$15.8B
Previous year: $8.08B
+95.9%

SoFi

SoFi

SoFi Revenue by Segment

Forward Guidance

Management now expects full-year 2022 adjusted net revenue of $1.517-1.522 billion (up from $1.508-1.513 billion previously) and full-year adjusted EBITDA of $115-120 million (up from $104-109 million previously).

Revenue & Expenses

Visualization of income flow from segment revenue to net income