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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Evolv Technologies
Evolv Technologies (EVLV) investor relations material
Evolv Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Nov, 2026
Executive summary
Q3 revenue was a record $47.3M, up 10% YoY; excluding the largest prior-year order and pricing effects, management estimated growth of 18%–19%.
ARR reached $140.5M, up 20% YoY, with a record $7.8M of net additions; recurring revenue was a record $32.5M, or 69% of revenue.
Adjusted EBITDA was $4.7M, with a 10% margin; free cash flow was $3.2M and RPO reached $325.8M.
Financial highlights
GAAP net loss widened to $15.6M from $1.8M; diluted loss per share was $0.09 vs. $0.01. Adjusted loss narrowed to $2.9M from $3.4M.
GAAP gross margin was 49.7%, flat YoY; adjusted gross margin was 50.8%, up 20 bps. Adjusted EBITDA was $4.7M vs. $5.1M.
Operating loss widened to $14.4M from $8.6M; adjusted operating loss improved to $2.5M from $3.1M.
9M revenue grew 28% to $137.4M; net loss narrowed to $29.9M from $44.0M and adjusted EBITDA rose to $13.1M from $9.3M.
Outlook and guidance
FY2026 revenue guidance increased to $182M–$185M from $180M–$185M, implying 25%–27% YoY growth; the range depends partly on deployment mix.
FY2026 ending ARR guidance remained $148M–$150M, up 23%–25%; adjusted EBITDA guidance rose to $15.5M–$16.5M, with a high-single-digit margin.
Initial 2027 revenue growth outlook is 20% or more, including a 3–4 percentage-point pricing headwind; ARR growth is expected to outpace revenue growth.
Revenue is expected to compound at ~25% annually through 2031; 2027 growth is expected to build through the year as comparisons normalize and sales investments ramp.
Cash and available facilities, alongside expected operating cash generation, are expected to fund operations and capital expenditures for at least 12 months.
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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 - AI weapons detection leader targets $500M+ revenue by 2031 with strong recurring growth.EVLVInvestor presentation
- 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
- Q2 revenue up 29% YoY, ARR up 64%, net income positive, and 2024 outlook reaffirmed.EVLVQ2 2024
Next Evolv Technologies earnings date
Q4 202612 Mar, 2027
Evolv Technologies
Next Evolv Technologies earnings date
Q4 202612 Mar, 2027
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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.