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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
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Evolv Technologies
Evolv Technologies (EVLV) investor relations material
Evolv Technologies Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary12 Aug, 2026
Market position and business overview
Recognized as a leader in AI-powered weapons detection, targeting a $20B+ market with over 700,000 potential doorways across diverse sectors including education, healthcare, sports, and entertainment.
Serves 1,300+ customers with over 9,200 long-term subscriptions, generating $132.7M in ARR and $312.6M in RPO as of June 2026.
Business model combines AI-driven software, cloud services, and advanced hardware, delivered primarily through long-term subscription contracts for predictable, recurring revenue.
Focuses on improving public safety and visitor experience by replacing legacy security screening with faster, more efficient AI-based solutions.
Product innovation and customer value
Proprietary hardware, software, and AI models create a defensible innovation moat, with real-world data from 4M+ daily screenings enhancing system performance.
Evolv Express and expedite products enable high-throughput, low-alarm-rate screening, with 97% of students and 98% of bags passing without alarms in school deployments.
Solutions are designed for speed, reliability, and ease of use, supporting staff and providing actionable insights for operational efficiency.
Customers include major stadiums, schools, healthcare providers, and entertainment venues, with high net revenue retention and expansion from existing clients.
Financial performance and growth strategy
Q2 2026 revenue reached $43.8M (up 34% YoY), ARR $132.7M (up 20% YoY), and RPO $312.6M (up 4.5% QoQ), with a 10.1% adjusted EBITDA margin and positive cash flow.
Operates a typical 4-year subscription model with non-cancelable contracts, driving financial predictability and strong cash flow.
RPO provides high visibility into future earnings, with expected gross margin improvement as Gen2 products replace Gen1 and expedite volumes grow.
Illustrative unit economics show 70%+ adjusted gross margin for pure subscriptions and 60% for purchase+subscription over four years.
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Latest events from Evolv Technologies
- Revenue and ARR surged in 2023 as adjusted losses narrowed and 2024 guidance held.EVLV
Q4 2023 - Q2 2026 revenue up 34%, ARR at $132.7M, net loss narrows, and guidance raised.EVLVQ2 2026
- Aims to triple revenue to $500M+ by 2031 through AI-driven screening and recurring revenue growth.EVLVInvestor Day 2026
- Strong Q1 growth and raised 2026 outlook highlight robust demand and early market penetration.EVLVTD Cowen's 54th Annual Technology, Media & Telecom Conference
- Q1 2026 revenue up 45% to $46.3M, ARR at $127.3M, with improved EBITDA but wider net loss.EVLVQ1 2026
- Strong growth, performance-based pay, and robust governance highlighted for 2025.EVLVProxy filing
- Virtual meeting to vote on directors, executive pay, and auditor ratification set for June 18, 2026.EVLVProxy filing
- AI-powered security screening is transforming safety at major venues, with rapid U.S. adoption.EVLVTD Cowen 47th Annual Aerospace & Defense Conference
- Q2 revenue up 29% YoY, ARR up 64%, net income positive, and 2024 outlook reaffirmed.EVLVQ2 2024
Next Evolv Technologies earnings date
Q3 202610 Nov, 2026
Evolv Technologies
Next Evolv Technologies earnings date
Q3 202610 Nov, 2026
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Frequently asked questions
Evolv Technologies Holdings Inc. is a technology company specializing in advanced security screening solutions. The company develops AI-driven sensor systems designed to detect concealed weapons and threats in high-traffic areas. Evolv’s products are used in various venues such as airports, stadiums, schools, and other public spaces to enhance security while improving the flow of people. By leveraging machine learning and data analytics, the company aims to provide non-invasive, real-time threat detection solutions. The company is headquartered in Waltham, Massachusetts, and its shares are listed on the NASDAQ.