Jun 30, 2021

Veritone Q2 2021 Earnings Report

Reported record Q2 results and raised guidance for fiscal year 2021.

Key Takeaways

Veritone reported a record revenue of $19.2 million in Q2 2021, up 45% year over year, driven by strong growth in aiWARE SaaS Solutions and Advertising. The company's GAAP net loss was $12.7 million, while non-GAAP net loss improved to $3.9 million. Veritone also raised its full year 2021 guidance, increasing midpoints in revenue from $81 million to $100 million and in Non-GAAP Net Loss from $15.5 million to $7.0 Million.

aiWARE SaaS Solutions revenue increased 86% year-over-year.

Gross profit increased 47% year over year to $14.0 million.

Non-GAAP net loss improved 32% year-over-year to $3.9 million.

Signed a definitive agreement to acquire PandoLogic Ltd, an intelligent hiring platform.

Total Revenue
$19.2M
Previous year: $13.3M
+44.8%
EPS
-$0.12
Previous year: -$0.21
-42.9%
Gross Profit
$14M
Cash and Equivalents
$121M
Previous year: $50.1M
+140.9%
Free Cash Flow
-$7.37M
Total Assets
$187M
Previous year: $107M
+74.2%

Veritone

Veritone

Forward Guidance

The company expects revenue to be in the range of $21.5 million to $22.5 million for Q3 2021, representing a 40% increase year over year at the midpoint. Non-GAAP net loss is expected to be in the range of $4.5 million to $3.5 million, representing a 7% improvement year over year at the midpoint. For full year 2021, revenue expectations are increased to be in the range of $96.5 million to $103.5 million, representing a 73% increase year over year at the midpoint with aiWARE SaaS Solutions revenue expected to grow over 200% year over year. The company narrowed its 2021 non-GAAP net loss expectations to be in the range of $8.5 million to $5.5 million, representing a 66% improvement year over year at the midpoint.

Positive Outlook

  • Revenue is expected to increase by 40% year-over-year in Q3 2021.
  • Non-GAAP net loss is expected to improve by 7% year-over-year in Q3 2021.
  • Full year 2021 revenue is expected to increase by 73% year-over-year.
  • aiWARE SaaS Solutions revenue is expected to grow over 200% year-over-year in 2021.
  • 2021 non-GAAP net loss expectations are narrowed, representing a 66% improvement year-over-year.

Challenges Ahead

  • Net loss is expected to be between $10.9 million and $9.9 million for Q3 2021
  • Full year net loss is expected to be between $56.9 million and $53.9 million
  • Acquisition of PandoLogic is subject to customary closing conditions and is expected to finalize by late September 2021.
  • The company outlook assumes the completion of the PandoLogic in late September 2021.
  • Forward-looking statements are based on management's current assumptions, beliefs and information and are subject to various factors that could cause actual results to differ materially.