While Fluence Energy demonstrated strong backlog growth, cash position, and promising pipeline expansion, the earnings call highlighted significant challenges such as revenue decline, reduced fiscal 2025 guidance, and competitive pressures affecting margins. The company's strategic response includes a new product platform expected to counteract some of these challenges in the future.
Company Guidance
During the Fluence Energy First Quarter 2025 earnings call, the company provided updated guidance for fiscal year 2025, highlighting several key metrics. Revenue is now expected to be between $3.1 billion and $3.7 billion, with a midpoint of $3.4 billion, representing a $600 million reduction from the previous guidance midpoint due to project delays in Australia. Despite this, the revised guidance still indicates a 26% growth from fiscal 2024. The company's backlog reached a record $5.1 billion, with an annual recurring revenue (ARR) of $106 million, on track to achieve a $145 million ARR target by the end of the fiscal year. Fluence also reported $187 million in revenue for the quarter with a 12.5% adjusted gross margin, and ended the quarter with over $650 million in total cash. The company projects fiscal 2026 revenue growth of 30% plus, starting from the updated fiscal 2025 guidance midpoint, and is taking measures to adjust its cost structure to align with its growth expectations.
Record Backlog
The company's backlog reached a record $5.1 billion, with a year-over-year increase of 38% in value and more than double in terms of volume.
Strong Cash Position
Fluence ended the quarter with over $650 million in total cash, a 37% increase from the same quarter last year.
Positive Annual Recurring Revenue Growth
ARR reached $106 million, an increase of $6 million from the previous quarter, on track to achieve a $145 million ARR target by the end of the fiscal year.
Pipeline Growth
The company's pipeline increased by $500 million to $21.4 billion, showing a 60% increase from the same time last year.
New Product Platform
Announcement of a new product platform that will enhance competitiveness with higher density and reduced costs, expected to benefit fiscal 2026.
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Fluence Energy (FLNC) 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
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
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FLNC Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 10, 2025
$13.07
$7.00
-46.44%
Nov 25, 2024
$23.50
$19.00
-19.15%
Aug 07, 2024
$13.84
$15.92
+15.03%
May 08, 2024
$20.38
$18.75
-8.00%
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.
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FAQ
When does Fluence Energy (FLNC) report earnings?
Fluence Energy (FLNC) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Fluence Energy (FLNC) earnings time?
Fluence Energy (FLNC) earnings time is at May 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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