The earnings call reflected strong performance across key financial metrics such as revenue growth, ARR increase, and positive adjusted EBITDA. Significant customer acquisition and resolution of legal issues also contributed positively. However, there was a slight decline in gross margin due to strategic shifts in sales model and inventory reserves. Overall, the positives significantly outweigh the negatives, leading to a positive outlook for the company.

Company Guidance

During the Evolv Technologies Second Quarter Earnings Results Conference Call for fiscal year 2025, the company provided significant guidance on various metrics. Revenue for the second quarter was reported at $32.5 million, marking a 2% sequential increase and a 29% year-over-year growth. The annual recurring revenue (ARR) stood at $110.5 million, reflecting a 27% increase year-over-year. The company reported its third consecutive quarter of positive adjusted EBITDA with a margin of 6%. Total cash, cash equivalents, and marketable securities increased by $2 million sequentially to $37 million. The company also discussed its plans to phase out the disclosure of units shipped as a metric by January 2026, due to complexities arising from short-term subscription contracts and equipment upgrades. Additionally, Evolv Technologies raised its revenue growth expectations for 2025 to between 27% and 30%, up from the previous guidance of 20% to 25%, and expressed confidence in delivering positive full-year adjusted EBITDA and generating positive cash flow in the fourth quarter.

Revenue Growth

Revenue was $32.5 million, up 2% sequentially and 29% year-over-year, driven by strong new customer growth and expanding deployments.

Annual Recurring Revenue (ARR)

ARR at June 30, 2025, was $110.5 million, reflecting growth of 27% year-over-year.

Positive Adjusted EBITDA

Reported third consecutive quarter of positive adjusted EBITDA with a margin of 6% in Q2 '25.

Increased Liquidity

Total cash, cash equivalents, and marketable securities increased $2 million sequentially in Q2 '25 to $37 million.

Customer Growth

Welcomed over 60 new customers in the second quarter, now serving over 1,000 customers globally.

Settlement of Legal Issues

The DOJ informed Evolv that the company is no longer the subject of an investigation, and a settlement in principle was reached regarding a securities class action lawsuit.

Significant Wins in Key Markets

Secured a $15 million contract with Gwinnett County Public Schools and several new healthcare and sports facilities.

Raised Full-Year Guidance

Raised revenue growth expectations to 27% to 30% for 2025 from prior guidance of 20% to 25% growth.

Evolv Technologies Holdings (EVLV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EVLV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	- / -	-0.03	―	―	―
Aug 14, 2025	2025 (Q2)	-0.04 / -0.02	-0.06	66.67% (+0.04)	―
Apr 28, 2025	2024 (Q4)	-0.04 / -0.02	-0.09	77.78% (+0.07)	―	―
Apr 28, 2025	2025 (Q1)	- / -0.01	-0.09	88.89% (+0.08)	―	―
Nov 06, 2024	2024 (Q3)	-0.08 / -0.07	-0.08	12.50% (<+0.01)	―	―
Aug 08, 2024	2024 (Q2)	-0.09 / -0.06	-0.1	40.00% (+0.04)	―
May 09, 2024	2024 (Q1)	-0.09 / -0.09	-0.12	25.00% (+0.03)	―
Feb 29, 2024	2023 (Q4)	-0.09 / -0.07	-0.12	41.67% (+0.05)	―
Nov 09, 2023	2023 (Q3)	-0.11 / -0.08	-0.13	38.46% (+0.05)	―
Aug 10, 2023	2023 (Q2)	-0.12 / -0.10	-0.12	16.67% (+0.02)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EVLV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$7.37	$7.75	+5.16%
Apr 28, 2025	$4.16	$4.10	-1.44%
Apr 28, 2025	$4.16	$4.10	-1.44%
Nov 06, 2024	$2.25	$2.52	+12.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Evolv Technologies Holdings (EVLV) report earnings?

Evolv Technologies Holdings (EVLV) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).

What is Evolv Technologies Holdings (EVLV) earnings time?

Evolv Technologies Holdings (EVLV) earnings time is at Feb 26, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is EVLV EPS forecast?

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