Earnings summaries and quarterly performance for Evolv Technologies Holdings.
Executive leadership at Evolv Technologies Holdings.
Board of directors at Evolv Technologies Holdings.
Research analysts who have asked questions during Evolv Technologies Holdings earnings calls.
Eric Martinuzzi
Lake Street Capital Markets
4 questions for EVLV
Also covers: APEI, ASPU, ASUR +24 more
Mike Latimore
Northland Capital Markets
4 questions for EVLV
Also covers: AI, AXON, CTLP +22 more
BK
Brett Knoblauch
Cantor Fitzgerald & Co.
3 questions for EVLV
Also covers: APLD, AVPT, BITF +21 more
JH
Jeremy Hamblin
Craig-Hallum Capital Group LLC
3 questions for EVLV
Also covers: ARHS, ASPU, AXON +18 more
Gareth Gacetta
Cantor Fitzgerald
1 question for EVLV
Also covers: BITF, BLSH, CLSK +1 more
HC
Hugh Cunningham
TD Cowen
1 question for EVLV
SE
Shaul Eyal
TD Cowen
1 question for EVLV
Also covers: ALLT, CGNT, CHKP +14 more
Recent press releases and 8-K filings for EVLV.
Evolv Technology Selected as American Hospital Association’s Preferred Physical Security Provider
EVLV
New Projects/Investments
- Evolv Technology (EVLV) has been selected by the American Hospital Association (AHA) as a Preferred Physical Security Provider for hospitals and health systems.
- Evolv is the only concealed weapons detection provider chosen for the AHA's program, which involves a rigorous vetting process.
- The company's AI-powered weapons detection systems are designed to address safety concerns in healthcare settings, where over 70% of workplace violence occurs.
- Evolv currently partners with over 500 hospital buildings across North America, screening more than 900,000 hospital visitors and staff daily.
2 days ago
Evolv Technologies Discusses AI-Enabled Security Screening and Growth Strategy
EVLV
New Projects/Investments
Revenue Acceleration/Inflection
- Evolv Technologies is a leader in AI-enabled touchless security screening, offering Evolv Express for people and Evolv eXpedite for bag screening, which uses sensors, software, and algorithms to differentiate weapons from personal items.
- The company operates on a hardware-enabled SaaS model with four-year non-cancelable contracts, providing annual fees for software updates and maintenance, and leverages data from its 3 million daily screenings to continuously improve its AI algorithms.
- Evolv estimates a $20 billion total addressable market (TAM) with 700,000 potential entrances, but currently has a low penetration rate with approximately 7,500 units deployed across 1,000 customers.
- To scale manufacturing and ensure global reach, Evolv announced an additional agreement with Plexus in November last year, with full operational status anticipated in H2 2026.
- While currently focused on the U.S., international markets, which represent less than 10% of its business, are a key growth area, with the company investing in expanding its presence globally.
Feb 11, 2026, 3:45 PM
Evolv Technologies Holdings Discusses AI-Enabled Security Screening and Growth Opportunities
EVLV
New Projects/Investments
- Evolv Technologies Holdings specializes in AI-enabled touchless security screening with products like Evolv Express and Evolv eXpedite, designed to differentiate between weapons and personal items quickly.
- The company operates on a hardware-enabled SaaS model with customers typically entering into four-year non-cancelable contracts for software updates, service, and maintenance.
- Evolv estimates a $20 billion Total Addressable Market (TAM), primarily in the U.S. across education, healthcare, sports, entertainment, and industrial workplaces, with approximately 1,000 customers and 7,500 units deployed to date.
- A key growth constraint is customer awareness of their advanced technology as an alternative to traditional metal detectors. The company is also expanding internationally, which currently accounts for less than 10% of its business.
- To support scaling, Evolv recently partnered with Plexus for manufacturing, expecting to be fully operational with them in the second half of 2026.
Feb 11, 2026, 3:45 PM
Evolv Technologies Holdings Discusses AI-Enabled Security Screening and Growth Strategy
EVLV
New Projects/Investments
Revenue Acceleration/Inflection
- Evolv Technologies offers AI-enabled touchless security screening solutions, including Evolv Express for people and Evolv eXpedite for bags, designed to quickly differentiate weapons from personal items.
- The company estimates a $20 billion Total Addressable Market (TAM) and currently serves approximately 1,000 customers with 7,500 units deployed, screening about 3 million people daily.
- Evolv operates on a hardware-enabled SaaS model, providing annual software updates and maintenance to adapt to evolving threats like ghost guns, with customer contracts typically being four-year non-cancelable agreements.
- To support scaling, Evolv announced an additional manufacturing agreement with Plexus in November 2025, aiming for full operational status with Plexus in the second half of 2026.
- While currently less than 10% of its business is international, the company is investing in global expansion, recognizing the worldwide need for its security solutions.
Feb 11, 2026, 3:45 PM
Evolv Technology Reports Strong Q3 2025 Results and Raises Full-Year Guidance
EVLV
Earnings
Guidance Update
Product Launch
- Evolv Technology reported Q3 2025 revenue of $42.9 million, a 57% year-over-year increase, and annual recurring revenue (ARR) of $117.2 million, up 25% year-over-year. The company also achieved positive adjusted EBITDA of $5.1 million, with a 12% margin.
- The company raised its full-year 2025 revenue guidance to between $142 million and $145 million, representing 37%-40% growth, up from previous guidance of 27%-30% growth. They also expect full-year adjusted EBITDA margins in the high single digits and anticipate being cash flow positive in Q4 2025.
- For 2026, Evolv is modeling full-year revenues of $160 million to $165 million and expects ARR to grow by at least 20%, outpacing total revenue growth. This shift is driven by a transition to a direct purchase fulfillment model, which will defer $5 million-$10 million of revenue from 2026 into long-term recurring revenue streams.
- Evolv announced a new strategic partnership with Plexus to expand production capacity and global reach. The company also released software updates including Evolv Express 9.0 and Evolv Expedite 1.2.
Nov 13, 2025, 9:30 PM
Evolv Technology Reports Strong Q3 2025 Results and Raises Full-Year Guidance
EVLV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Evolv Technology reported Q3 2025 revenue of $42.9 million, marking a 57% year-over-year increase, and achieved positive adjusted EBITDA of $5.1 million with a 12% adjusted EBITDA margin.
- Annual Recurring Revenue (ARR) reached $117.2 million, growing 25% year-over-year , and the Remaining Performance Obligation (RPO) was approximately $299 million at the end of Q3.
- The company raised its full-year 2025 revenue guidance to between $142 million and $145 million, representing 37%-40% growth, and expects to be cash flow positive in Q4 2025.
- For 2026, full-year revenues are projected to be $160 million-$165 million, with ARR growth of at least 20% expected to outpace total revenue growth, driven by a strategic shift to a direct distribution model.
Nov 13, 2025, 9:30 PM
EVLV Reports Strong Q3 2025 Results, Raises 2025 Guidance, and Provides 2026 Outlook
EVLV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Evolv Technology reported Q3 2025 revenue of $42.9 million, a 57% year-over-year increase, and Annual Recurring Revenue (ARR) of $117.2 million, up 25% year-over-year, alongside positive adjusted EBITDA of $5.1 million.
- The company raised its full-year 2025 revenue guidance to between $142 million and $145 million (representing 37%-40% growth) and provided an initial 2026 revenue outlook of $160 million to $165 million.
- Evolv anticipates 2026 ARR growth of at least 20%, expected to outpace total revenue growth, driven by a strategic shift to a direct distribution model that emphasizes recurring revenue over one-time product revenue. This shift is projected to defer $5 million-$10 million of 2026 revenue into long-term recurring streams.
- A new strategic partnership with Plexus was announced to expand production capacity and operational resiliency.
Nov 13, 2025, 9:30 PM
Evolv Technology Reports Strong Q3 2025 Results and Raises 2025 Outlook
EVLV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Evolv Technology reported Q3 2025 revenue of $42.9 million, a 57% increase compared to Q3 2024, and ending Annual Recurring Revenue (ARR) of $117.2 million, up 25% year-over-year.
- For Q3 2025, the company achieved a net loss of $(1.8) million and Adjusted EBITDA of $5.1 million.
- The company raised its revenue outlook for 2025 to $142-$145 million, representing 37%-40% year-over-year growth, and now expects positive full-year Adjusted EBITDA with high single-digit margins.
- Evolv Technology anticipates being cash flow positive in the fourth quarter of 2025.
Nov 13, 2025, 9:07 PM
Evlos Technology Joint Venture Secures Major Intelligence Community Contract
EVLV
New Projects/Investments
- Patrius LLC, a joint venture formed by Evlos Technology LLC, Fuse Engineering LLC, and Capital Solutions Group LLC, has been awarded a large, multi-year contract.
- The contract is to provide information technology system engineering and sustainment services to an intelligence community customer.
- Patrius will engineer and deploy next-generation global enterprise services, utilizing artificial intelligence and cloud capabilities to modernize systems.
Sep 30, 2025, 12:01 PM
Evolv Technologies Reports Strong Q2 2025 Financial Results
EVLV
Earnings
Guidance Update
Management Change
- Evolv Technologies reported strong second-quarter 2025 financial results, with revenue reaching $32.5 million, a 29% year-over-year increase, and annual recurring revenue growing 27% to $110.5 million.
- Despite a net loss of $40.5 million, the company improved its adjusted EBITDA to $2.0 million, signaling enhanced operational efficiency and a commitment to achieving positive adjusted EBITDA and cash flow by the end of 2025.
- Management raised the 2025 revenue growth outlook to between 27% and 30%, with the full fiscal year revenue projected between $132 million and $135 million.
- Michael Ellenbogen, Evolv Technologies' Chief Innovation Officer, announced his resignation effective September 5, 2025, though he will remain on the company's Board of Directors.
Aug 14, 2025, 8:43 PM
Quarterly earnings call transcripts for Evolv Technologies Holdings.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more