EVCM Earnings Prediction
The chart below shows how EVCM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, EVCM sees a +3.72% change in stock price 10 days leading up to the earnings, and a -0.99% change 10 days following the report. On the earnings day itself, the stock moves by -0.10%. This data can give you a slight idea of what to expect for the next quarter's release.
EVCM Key Earning Data
2024/Q4
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EVCM Earnings Analysis
EverCommerce Inc Corporation (EVCM.O) Earnings Conference Call
Positive
Revenue Exceeds Guidance: GAAP revenue increased 3.3% year over year, exceeding the top end of guidance range.
Pro Forma Revenue Growth: On a pro forma basis, revenue increased 7% year over year, indicating strong underlying growth.
EBITDA Margin Expansion: Adjusted EBITDA of $50.4 million beat guidance, representing a 28.8% margin, with a year-over-year margin expansion of nearly 340 basis points.
Payments Revenue Growth: Payments revenue, excluding fitness solutions, grew 8.9% year over year, driven by 9% growth in total payment volume (TPV).
Customer Growth Achievement: Customer count grew by more than 7% over the past year, reaching over 740,000 customers, showcasing strong market presence.
Pro Forma Revenue Growth: Pro forma revenue for 2024 was $690.7 million, representing a 5.7% year-over-year growth, indicating solid performance.
Subscription Revenue Growth: Subscription transaction revenue grew 8.4% year over year, reflecting effective growth strategies.
Payment Volume Growth: Annualized total payment volume (TPV) expanded to over $12.6 billion, representing a 9% year-over-year growth, highlighting strong payment adoption.
Strategic Marketing Alternatives: The company is focusing on strategic alternatives for marketing technology solutions, which is expected to enhance focus on core SaaS and payments business.
Leadership Team Enhancement: The leadership team has been strengthened with new appointments, enhancing the company's operational capabilities and growth potential.
Negative
Earnings Performance Shortfall: EverCommerce Inc. reported a loss of $-0.07 EPS, missing expectations of $0.02 EPS, indicating a significant shortfall in earnings performance.
Marketing Technology Revenue Decline: The marketing technology solutions revenue decreased by 1.6% year-over-year, highlighting a decline in this segment of the business.
Modest Revenue Growth: Despite a reported revenue increase of 3.3%, the overall growth was modest and may not meet investor expectations for a tech company.
Operating Expenses Increase: The adjusted operating expenses increased slightly as a percentage of revenue from 41.9% to 42.1%, suggesting rising costs that could impact profitability.
Strategic Alternatives Exploration: The company is actively seeking strategic alternatives for its marketing technology solutions, indicating potential instability or restructuring within that segment.
Net Leverage Concerns: The total net leverage was approximately 2.2 times, which may raise concerns about the company's debt levels and financial health.
Revenue Guidance Exclusion Impact: The guidance for 2025 revenue and adjusted EBITDA excludes marketing technology solutions, which could lead to a perception of declining overall business performance.
EVCM FAQs
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EVCM Earning Call Sentiment
EverCommerce Inc. (NASDAQ:EVCM) Q4 2024 Earnings Call Transcript
EVCM.O
4.58%Positive
Despite missing EPS expectations, EverCommerce demonstrated solid financial performance with revenue growth, improved margins, and strong cash flow. The company's strategic initiatives, including partnerships and channel optimization, are expected to drive future growth. The share repurchase program and positive guidance further support a positive outlook. However, risks such as market competition and regulatory challenges exist. Given the company's market cap, the stock price is likely to experience a positive movement of 2% to 8% over the next two weeks.
