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Dec 31, 2020

Upstart Q4 2020 Earnings Report

Upstart demonstrated strong financial performance in Q4 2020, achieving significant revenue growth and profitability despite the COVID-19 pandemic.

Key Takeaways

Upstart announced its Q4 and Fiscal Year 2020 results, reporting a 39% year-over-year increase in total revenue to $86.7 million for Q4. Bank partners originated 123,396 loans, up 57% year-over-year, with a conversion rate of 17.4%. Income from operations increased by 196% to $10.4 million. GAAP net income was $1.0 million, and adjusted net income was $5.4 million.

Total revenue increased by 39% year-over-year to $86.7 million.

Bank partners originated 123,396 loans, a 57% increase year-over-year.

Conversion rate on rate requests improved to 17.4% from 14.9% in the prior year.

Income from operations grew by 196% year-over-year to $10.4 million.

Total Revenue
$86.7M
Previous year: $164M
-47.2%
EPS
$0.07
Previous year: -$0.03
-333.3%
Conversion Rate
17.4%
Previous year: 14.9%
+16.8%
Loans Originated
123.4K

Upstart

Upstart

Upstart Revenue by Segment

Forward Guidance

For the first quarter of 2021, Upstart expects revenue of $112 to $118 million, a contribution margin of approximately 44%, net income of $7.8 to $8.3 million, adjusted net income of $13.4 to $14.2 million, and adjusted EBITDA of $14.6 to $15.3 million.

Positive Outlook

  • Revenue of $112 to $118 million
  • Contribution Margin of approximately 44%
  • Net Income of $7.8 to $8.3 million
  • Adjusted Net Income of $13.4 to $14.2 million
  • Adjusted EBITDA of $14.6 to $15.3 million