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Jan 31, 2023

Yext Q4 2023 Earnings Report

Yext's Q4 2023 results were announced, with revenue of $101.9 million and non-GAAP EPS of $0.05.

Key Takeaways

Yext announced its Q4 FY23 results, with revenue of $101.9 million, a 1% increase year-over-year, and a net loss per share of $0.06, or non-GAAP earnings per share of $0.05. The company's ARR increased 3% year-over-year to $400 million. CEO Michael Walrath highlighted the company's continued operating efficiency and second consecutive quarter of non-GAAP profitability.

Q4 FY23 Revenue of $101.9 Million, Increased 1% Year-over-Year or 3% on a Constant Currency Basis

Full Year FY23 Revenue of $400.9 Million, Increased 3% Year-over-Year or 5% on a Constant Currency Basis

Q4 FY23 Net Loss Per Share of $0.06 or Non-GAAP Earnings Per Share of $0.05

ARR of $400 Million, Increased 3% Year-over-Year or 4% on a Constant Currency Basis

Total Revenue
$102M
Previous year: $101M
+1.0%
EPS
$0.05
Previous year: -$0.03
-266.7%
Gross Profit
$75.4M
Previous year: $76.4M
-1.2%
Cash and Equivalents
$190M
Previous year: $261M
-27.2%
Free Cash Flow
$35.2M
Previous year: $28M
+25.4%
Total Assets
$524M
Previous year: $620M
-15.6%

Yext

Yext

Forward Guidance

Yext provided guidance for its first fiscal quarter ending April 30, 2023 and the fiscal year ending January 31, 2024.

Positive Outlook

  • First Quarter Fiscal 2024 Revenue is projected to be in the range of $98.0 million to $99.0 million.
  • First Quarter Fiscal 2024 Adjusted EBITDA is projected to be in the range of $10.5 million to $11.5 million.
  • First Quarter Fiscal 2024 Non-GAAP net income per share is projected to be in the range of $0.05 to $0.06, which assumes 122.9 million weighted-average basic shares outstanding.
  • Full Year Fiscal 2024 Revenue is projected to be in the range of $402.0 million to $406.0 million.
  • Full Year Fiscal 2024 Adjusted EBITDA is projected to be in the range of $44.0 million to $46.0 million.

Challenges Ahead

  • Full Year Fiscal 2024 Non-GAAP net income per share is projected to be in the range of $0.22 to $0.23, which assumes 124.5 million weighted-average basic shares outstanding.