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Evolv Technologies Holdings, Inc. (EVLV) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Evolv Technologies reported Q4 2025 earnings on March 10, 2026, highlighting strong revenue growth driven by AI-powered security screening demand. CEO John Kedzierski emphasized expanding customer renewals and new contracts. The company projected 2026 revenue guidance above analyst expectations, citing increased adoption of its touchless screening systems in venues, schools, and corporate campuses. CFO George Kutsor noted improved margins from operational efficiencies. Executives stressed AI advancements as a key differentiator, with proprietary algorithms reducing false alarms by 30% year-over-year. R&D investments will focus on quantum-resistant encryption for future-proofing systems. Analysts questioned scalability, but management confirmed a 40% increase in backlog orders, signaling robust demand. Kedzierski highlighted partnerships with federal agencies as a growth driver. Forward-looking statements included plans for international expansion, particularly in Europe and Asia, with regulatory approvals pending. Risks included supply chain delays and competitive pressure.
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SA Transcripts158.91K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Evolv Technologies Holdings, Inc. (EVLV) Q4 2025 Earnings Call March 10, 2026 4:30 PM EDT Company Participants Brian Norris - Senior Vice President of Finance and Investor RelationsJohn Kedzierski - President, CEO & Executive DirectorGeorge Kutsor - Chief Financial Officer Conference Call Participants Jeremy Hamblin - Craig-Hallum Capital Group LLC, Research DivisionEric Martinuzzi - Lake Street Capital Markets, LLC, Research DivisionShaul Eyal - TD Cowen, Research DivisionAlexander Latimore - Northland Capital Markets, Research Division Presentation Operator Good afternoon, and welcome to the Evolv Technology Fourth Quarter Earnings Results Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. I would now like to introduce your host for today's call, Brian Norris, Senior Vice President of Finance and Investor Relations for Evolv Technology. Please go ahead, sir. Brian NorrisSenior Vice President of Finance and Investor Relations Thank you, operator, and good afternoon, everybody. Welcome to today's call. I'm joined by John Kedzierski, our President and Chief Executive Officer; and Chris Kutsor, our Chief Financial Officer. Earlier today, after the market closed, we issued a press release detailing our fourth quarter results and our 2026 outlook. The release is filed with the SEC and available on the Investor Relations section of our website. During today's call, we will make forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements relate to our current expectations and views of future events, but not limited to, statements regarding our expectations for future growth, our ability to gain new customers and renew and expand existing customers, future demand for our products and our ability to meet our business outlook. All forward-looking statements are subject to material risks, uncertainties and assumptions, some of which are beyond our control. Actual events or financial results may differ materially from these forward-looking statements

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