Spire Global stock falls on Q4 results and Q1 outlook

Published 01/04/2025, 13:56
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Investing.com -- Shares of Spire (NYSE:SR) Global, Inc. (NYSE: SPIR) tumbled 5% following the company’s announcement of its fourth quarter and full year 2024 financial results. Despite a 13% increase in full year revenue compared to the previous year, the stock declined due to a combination of factors including a lower-than-expected revenue forecast for the first quarter of 2025 and concerns raised about the company’s ability to continue as a going concern.

Spire Global reported full year 2024 revenue of $110.5 million, a 13% growth YoY. The company also saw a 49% improvement in cash flows used in operations and a 16% improvement in free cash flow YoY. However, the company’s guidance for the first quarter of 2025 indicates a significant decline in revenue, with expected ranges between $22.0 million and $24.0 million, translating to a year-over-year decrease of 37% to 31%.

The company’s CEO, Theresa Condor, emphasized the company’s focus on operational efficiency and productivity going into 2025, which they believe will drive greater stockholder value. Spire’s business highlights included a new mission leveraging artificial intelligence in space and a partnership aimed at improving sustainable agriculture practices.

However, the filing on Tuesday morning revealed that Spire Global had prematurely filed its Annual Report without the completion of the audit by PricewaterhouseCoopers LLP, and without the necessary consent for the incorporation of the audit report in certain registration statements. The omitted audit report paragraph disclosed substantial doubt about the company’s ability to continue as a going concern, which has led to a reassessment of the company’s disclosure controls and procedures.

Stifel analyst Erik Rasmussen commented on the results, stating, "Spire reported 4Q results that came in ahead of expectations, even as the business looks to regain its footing after a series of challenges throughout 2024. Q4 appears to be the bottom, as the Q1 guide suggests growth is slowly resuming, with top-line acceleration expected in the second half of 2025 and into 2026 where it will see ~20% growth and higher GMs." Rasmussen also noted progress on the sale of Spire’s maritime business, which is expected to close by the end of April and could serve as a positive catalyst for the stock.

Investors appear to be cautious in response to the mixed financial outlook and the recent filing issues, leading to the stock’s decline in the trading session.

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