7Baggers
Quarterly
Annual
    Unit: USD2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-06-30 2015-03-31 2014-09-30 2014-06-30 2013-12-31 2013-09-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31 2011-09-30 2011-06-30 2011-03-31 2010-12-31 2010-09-30 2010-06-30 
      
    		                                                      
      revenue:
    		                                                      
      asset-based
    		224,980,000 219,485,000 202,616,000 188,643,000 193,901,000 185,762,000 176,932,000 166,408,000 177,131,000 191,972,000 202,717,000 195,918,000 184,008,000 170,075,000 159,375,000 146,146,000 137,744,000 122,246,000 134,811,000 128,717,000 126,591,000 120,070,000 108,934,000 122,872,000 119,097,000 118,111,000 121,153,000                            
      subscription-based
    		115,402,000 117,988,000 117,462,000 117,753,000 114,939,000 114,959,000 117,079,000 121,243,000 123,747,000 118,120,000 114,734,000 118,084,000 113,572,000 112,504,000 109,829,000 109,080,000 107,897,000 104,979,000 104,551,000 102,885,000 100,583,000 92,258,000 83,087,000 77,799,000 76,194,000 71,779,000 69,695,000                            
      total recurring revenue
    		340,382,000 337,473,000 320,078,000 306,396,000 308,840,000 300,721,000 294,011,000                                                
      professional services and other revenue
    		5,567,000 10,800,000 4,872,000 11,236,000 8,007,000 11,713,000 4,696,000                                                
      total revenue
    		345,949,000 348,273,000 324,950,000 317,632,000 316,847,000 312,434,000 298,707,000                                                
      yoy
    		9.18% 11.47% 8.79%                                                    
      qoq
    		-0.67% 7.18% 2.30% 0.25% 1.41% 4.60%                                                 
      operating expenses:
    		                                                      
      direct expense
    		136,488,000 144,351,000 126,633,000 121,014,000 119,538,000 123,497,000 108,989,000                                                
      employee compensation
    		103,487,000 104,066,000 103,652,000 100,182,000 113,334,000 117,097,000 114,215,000                                                
      general and administrative
    		63,438,000 52,924,000 52,065,000 54,085,000 49,063,000 53,346,000 53,619,000                                                
      depreciation and amortization
    		35,530,000 45,733,000 33,892,000 29,246,000 34,311,000 33,806,000 32,941,000 33,340,000 33,408,000 32,182,000 31,618,000 29,515,000 29,850,000 30,010,000 28,392,000 28,584,000 28,951,000 28,443,000 27,683,000 28,104,000 26,735,000 26,915,000 19,517,000 19,332,000 19,563,000 19,185,000 19,546,000 16,028,000 15,492,000 15,465,000 15,835,000 14,127,000 16,692,000 17,100,000 16,080,000 22,237,000 5,725,000 5,333,000 4,253,000 4,615,000 4,663,000 4,467,000 3,118,000 3,384,000 3,393,000 3,224,000 2,399,000 1,700,000 1,550,000 1,578,000 1,548,000 1,493,000 1,451,000 1,428,000 
      goodwill impairment
    		 96,269,000                                                     
      gain on deconsolidation
    		 -19,523,000                                                     
      total operating expenses
    		338,943,000 423,820,000 316,242,000 496,345,000 316,246,000 327,746,000 309,764,000 319,408,000 307,741,000 350,575,000 328,084,000 320,961,000 288,918,000 277,807,000 258,290,000 252,425,000 240,903,000 231,305,000 254,156,000 226,887,000 236,208,000 244,702,000 208,403,000 198,577,000 199,761,000 201,111,000 198,749,000 170,179,000 171,266,000 164,674,000 161,140,000 158,543,000 150,446,000 148,038,000 144,581,000 305,730,000 96,197,000 89,772,000 82,625,000 80,663,000 72,968,000 68,143,000 46,037,000 42,357,000 41,363,000 39,094,000 31,410,000 28,097,000 28,814,000 28,183,000 26,708,000 25,659,000 23,323,000 23,458,000 
      income from operations
    		7,006,000 -75,547,000 8,708,000 -178,713,000 601,000 -15,312,000 -11,057,000 -26,534,000 -1,046,000 -31,723,000 -6,721,000 -1,340,000 14,135,000 10,931,000 16,815,000 11,394,000 11,656,000 4,008,000 -7,617,000 13,049,000 -128,000 -20,257,000 -8,737,000 11,503,000 3,395,000 5,000 -738,000 12,683,000 4,348,000 2,743,000 -3,354,000 -3,063,000 -1,291,000 -6,330,000 -12,760,000 12,526,000 6,466,000 6,682,000 5,952,000 4,166,000 1,430,000 1,737,000 588,000 2,022,000 920,000 -1,132,000 1,232,000 2,445,000 3,226,000 3,151,000 2,554,000 1,944,000 1,247,000 789,000 
      yoy
    		1065.72% 393.38% -178.76% 573.52% -157.46% -51.73% 64.51% 1880.15% -107.40% -390.21% -139.97% -111.76% 21.27% 172.73% -320.76% -12.68% -9206.25% -119.79% -12.82% 13.44% -103.77% -405240.00% 1083.88% -9.30% -21.92% -99.82% -78.00% -514.07% -436.79% -143.33% -73.71% -124.45% -119.97% -194.73% -314.38% 200.67% 352.17% 284.69% 912.24% 106.03% 55.43% -253.45% -52.27% -17.30% -71.48% -135.93% -51.76% 25.77% 158.70% 299.37%     
      qoq
    		-109.27% -967.56% -104.87% -29835.94% -103.93% 38.48% -58.33% 2436.71% -96.70% 372.00% 401.57% -109.48% 29.31% -34.99% 47.58% -2.25% 190.82% -152.62% -158.37% -10294.53% -99.37% 131.85% -175.95% 238.82% 67800.00% -100.68% -105.82% 191.70% 58.51% -181.78% 9.50% 137.26% -79.61% -50.39% -201.87% 93.72% -3.23% 12.26% 42.87% 191.33% -17.67% 195.41% -70.92% 119.78% -181.27% -191.88% -49.61% -24.21% 2.38% 23.38% 31.38% 55.89% 58.05%  
      operating margin %
    		2.03% -21.69% 2.68% -56.26% 0.19% -4.90% -3.70%                                                
      other income
    		-4,277,000 -4,788,000 -6,664,000 10,040,000 -4,369,000 -7,402,000 -7,935,000 9,955,000 -5,346,000 1,622,000 -5,967,000 10,727,000 -3,551,000 -3,784,000 -7,468,000 21,452,000 -8,836,000 -8,173,000 -1,537,000 20,239,000 -9,813,000 -7,512,000 -5,763,000 16,315,000 -6,118,000 -5,430,000 -5,254,000 -4,271,000 -3,986,000 -4,369,000 -5,483,000 -3,832,000 -4,434,000 -4,831,000 -3,949,000     1,839,000          1,100,000     
      income before income tax benefit and equity method investments
    		2,729,000 -80,335,000                                                     
      income tax benefit
    		2,864,000 -652,000  3,840,750 -8,824,000 418,000  8,603,000 2,271,000 -5,833,000 2,020,000 -1,407,000 -854,000 15,516,000 -5,588,000 -5,240,000 497,000 1,306,000 -1,964,000 698,000 -6,977,000 -28,382,000 3,768,000 5,490,000 -5,234,000 566,000 -13,994,000 2,706,000 1,682,000 4,844,000 4,298,000 -2,650,500 -1,668,000 -3,218,000 -5,716,000           -450,000     968,000    
      income from equity method investments
    		-1,526,000                                                      
      net income
    		-1,661,000 -79,201,000 539,000 -184,937,000 5,056,000 -23,132,000 -42,761,000 -37,841,000 -8,663,000 -24,268,000 -14,708,000 -5,310,000 11,438,000 -8,369,000 14,935,000 7,694,000 2,323,000 -5,471,000 -7,190,000 3,417,000 -2,964,000 613,000 -18,268,000 -512,000 2,511,000 -5,991,000 8,002,000 17,645,000 -1,320,000 -6,470,000 -13,135,000 -32,574,000 -4,057,000 -7,943,000 -10,993,000 1,900,000 2,536,000 2,511,000 3,768,000 3,650,000 741,250 1,306,000 541,000 -158,000 551,000 -668,000 740,000 1,829,000 1,925,000 2,447,000 1,404,000 867,000 625,000 393,000 
      yoy
    		-132.85% 242.39% -101.26% 388.72% -158.36% -4.68% 190.73% 612.64% -175.74% 189.97% -198.48% -169.01% 392.38% 52.97% -307.72% 125.17% -178.37% -992.50% -60.64% -767.38% -218.04% -110.23% -328.29% -102.90% -290.23% -7.40% -160.92% -154.17% -67.46% -18.54% 19.49% -1814.42% -259.98% -416.33% -391.75% -47.95% 242.12% 92.27% 596.49% -2410.13% 34.53% -295.51% -26.89% -108.64% -71.38% -127.30% -47.29% 110.96% 208.00% 522.65%     
      qoq
    		-97.90% -14794.06% -100.29% -3757.77% -121.86% -45.90% 13.00% 336.81% -64.30% 65.00% 176.99% -146.42% -236.67% -156.04% 94.11% 231.21% -142.46% -23.91% -310.42% -215.28% -583.52% -103.36% 3467.97% -120.39% -141.91% -174.87% -54.65% -1436.74% -79.60% -50.74% -59.68% 702.91% -48.92% -27.74% -678.58% -25.08% 1.00% -33.36% 3.23% 392.41% -43.24% 141.40% -442.41% -128.68% -182.49% -190.27% -59.54% -4.99% -21.33% 74.29% 61.94% 38.72% 59.03%  
      net income margin %
    		-0.48% -22.74% 0.17% -58.22% 1.60% -7.40% -14.32%                                                
      add: net income attributable to non-controlling interest
    		  1,974,000 1,766,000 2,035,000 1,716,000 1,533,000 801,250 1,373,000 983,000 849,000   88,000    547,000    280,000 83,000 735,000 443,000 465,000 102,000             69,000               
      net income attributable to envestnet, inc.
    		-1,661,000 -79,201,000 2,513,000 -183,171,000 7,091,000 -21,416,000 -41,228,000 -36,505,000 -7,290,000 -23,285,000 -13,859,000 -5,109,000 11,740,000 -8,281,000 14,946,000 7,240,000 1,910,000 -4,924,000 -7,336,000 3,590,000 -3,080,000 893,000 -18,185,000 223,000 2,954,000 -5,526,000 8,104,000 -5,231,250 -1,320,000 -6,470,000 -13,135,000 -5,748,250 -4,057,000 -7,943,000 -10,993,000 1,900,000 2,536,000 2,511,000 3,768,000 3,719,000               
      net income attributable to envestnet, inc. per share:
    		                                                      
      basic
    		-0.03  0.05 -3.36 0.13                                                  
      diluted
    		-0.03  0.05 -3.36 0.13                                                  
      weighted-average common shares outstanding:
    		                                                      
      basic
    		55,273,324  54,884,074 54,457,365 54,562,270   55,199,482 55,226,777 55,203,120 54,903,677 54,470,975 54,547,858 54,440,388 54,208,469 53,589,232 53,800,048 53,562,850 53,016,511 50,937,919 52,215,469 50,870,296 48,237,265 45,268,002 45,475,884 45,247,331 44,782,982 43,732,148 44,044,527 43,855,479 43,362,037 42,814,222 42,843,103 42,752,465 42,506,557 36,500,843 35,776,125 35,147,043 34,674,245 34,547,277 33,191,088 33,686,112 32,374,976 32,162,672 32,296,636 32,149,957 31,857,598 31,643,390 31,760,998 31,591,412 31,433,964 20,805,911 25,567,700 13,068,492 
      diluted
    		55,273,324  55,385,066 54,457,365 54,970,616   56,842,125 55,226,777 55,203,120 54,903,677 55,384,096 55,388,627 54,440,388 59,917,648 53,589,232 55,558,983 53,562,850 53,016,511 50,937,919 52,215,469 52,982,688 48,237,265 47,384,085 47,519,160 45,247,331 47,145,560 43,732,148 44,044,527 43,855,479 43,362,037 42,814,222 42,843,103 42,752,465 42,506,557 38,386,873 37,654,074 37,316,934 37,006,796 36,805,758 35,666,575 35,871,975 34,269,939 33,341,615 33,358,706 32,149,957 32,901,969 32,863,834 32,871,269 32,969,824 32,872,600 20,805,911 26,348,651 14,081,578 
      gain from equity method investments
    		 482,000                                                     
      net income attributable to envestnet, inc. per share:
    		                                                      
      basic and diluted
    		 -1.44    -0.39 -0.76                                                
      weighted-average common shares outstanding:
    		                                                      
      basic and diluted
    		 55,143,013    54,439,733 54,143,259                                                
      income before income tax provision
    		  2,044,000    -18,992,000                        -8,837,000 -6,895,000 -5,725,000 -11,161,000 -16,709,000 4,773,000 4,215,000 4,479,000 5,941,000 6,005,000 1,435,000 1,741,000 593,000 2,025,000 923,000  1,238,000 1,109,000 3,031,000 4,068,000 2,372,000 1,736,000 1,095,000 699,000 
      income tax provision
    		  1,505,000    23,769,000                             2,873,000 1,679,000 1,968,000 2,173,000 2,355,000 740,000 435,000 52,000 2,183,000 372,000  498,000 -720,000 1,106,000 1,621,000  869,000 470,000 306,000 
      income before income tax benefit
    		   -11,368,500 -3,768,000 -22,714,000  -29,238,000 -6,392,000 -30,101,000 -12,688,000 -6,717,000 10,584,000 7,147,000 9,347,000 2,454,000 2,820,000 -4,165,000 -9,154,000 4,115,000 -9,941,000 -27,769,000 -14,500,000 4,978,000 -2,723,000 -5,425,000 -5,992,000 -2,525,250 362,000 -1,626,000                -1,118,000         
      revenues:
    		                                                      
      total recurring revenues
    		       287,651,000 300,878,000 310,092,000 317,451,000 314,002,000 297,580,000 282,579,000 269,204,000 255,226,000 245,641,000 227,225,000 239,362,000 231,602,000 227,174,000 212,328,000 192,021,000 200,671,000 195,291,000 189,890,000 190,848,000                            
      professional services and other revenues
    		       5,223,000 5,817,000 8,760,000 3,912,000 5,619,000 5,473,000 6,159,000 5,901,000 8,593,000 6,918,000 8,088,000 7,177,000 8,334,000 8,906,000 12,117,000 7,645,000 9,409,000 7,865,000 11,226,000 7,163,000                            
      total revenues
    		       292,874,000 306,695,000 318,852,000 321,363,000 319,621,000 303,053,000 288,738,000 275,105,000 263,819,000 252,559,000 235,313,000 246,539,000 239,936,000 236,080,000 224,445,000 199,666,000 210,080,000 203,156,000 201,116,000 198,011,000 182,862,000 175,614,000 167,417,000 157,786,000 155,480,000 149,155,000 141,708,000 131,821,000 318,256,000 102,663,000 96,454,000 88,577,000 84,829,000 74,398,000 69,880,000 46,625,000 44,379,000 42,283,000 37,962,000 32,642,000 30,542,000 32,040,000 31,334,000 29,262,000 27,603,000 24,570,000 24,247,000 
      cost of revenues
    		       106,588,000 110,108,000 126,482,000 125,282,000 120,524,000 109,836,000 100,494,000 92,869,000 83,602,000 78,545,000 68,849,000 74,933,000 73,216,000 71,870,000 72,080,000 61,645,000 67,875,000 64,964,000 67,627,000 62,934,000 58,006,000 56,070,000 55,735,000 49,226,000 48,271,000 47,259,000 44,902,000 40,158,000 118,823,000 42,486,000 38,695,000 39,111,000 37,955,000 32,370,000 30,154,000 16,808,000 15,956,000 15,088,000 13,549,000 11,526,000 10,357,000 11,429,000 10,917,000 10,128,000 9,321,000 7,405,000 7,698,000 
      compensation and benefits
    		       121,272,000 116,837,000 125,767,000 126,849,000 116,728,000 109,839,000 105,548,000 100,714,000 98,547,000 94,428,000 95,565,000 110,430,000 97,964,000 95,587,000 103,286,000 86,717,000 73,014,000 80,424,000 80,210,000 83,540,000 65,313,000 68,551,000 64,996,000 65,532,000 60,959,000 60,345,000 57,664,000 62,616,000 107,800,000 31,956,000 31,535,000 25,833,000 25,157,000 21,967,000 21,063,000 17,218,000 14,942,000 15,261,000 14,085,000 10,685,000 9,612,000 10,160,000 10,387,000 10,146,000 9,837,000 9,917,000 9,183,000 
      general and administration
    		       58,208,000 47,388,000 66,144,000 44,335,000 54,194,000 39,393,000 41,755,000 36,315,000 41,692,000 38,979,000 38,448,000 41,110,000 27,603,000 42,016,000 42,421,000 40,524,000 38,356,000 34,810,000 34,089,000 32,729,000 30,832,000 31,153,000 28,478,000 30,547,000 35,338,000 26,150,000 28,220,000 25,727,000 56,715,000 15,512,000 14,209,000 13,428,000 12,936,000 13,968,000 11,985,000 8,893,000 8,075,000 7,621,000 8,148,000 6,773,000 6,047,000 5,675,000 5,258,000 4,876,000 4,962,000 4,454,000 5,082,000 
      net income per share
    		                                                      
      basic
    		       -0.66 -0.13 -0.42 -0.25 -0.1 0.22 -0.15 0.28 0.13 0.04 -0.09 -0.14 0.07 -0.06 0.02 -0.38 0.01 0.06 -0.12 0.18 0.4 -0.03 -0.15 -0.3 -0.76 -0.09 -0.19 -0.26 0.05 0.07 0.07 0.11 0.11 0.02 0.04 0.02 -0.01 0.02 -0.02 0.02 0.06 0.06 0.08 0.04 0.06 0.02 0.01 
      diluted
    		       -0.78 -0.13 -0.42 -0.25 -0.09 0.21 -0.15 0.27 0.13 0.03 -0.09 -0.14 0.07 -0.06 0.02 -0.38  0.06 -0.12 0.17 0.4 -0.03 -0.15 -0.3 -0.76 -0.09 -0.19 -0.26 0.05 0.07 0.07 0.1 0.1 0.02 0.04 0.02 -0.01 0.02 -0.02 0.02 0.05 0.06 0.07 0.04 0.06 0.02 0.01 
      add: net (income) loss attributable to non-controlling interest
    		           201,000 302,000  11,000 -454,000 -413,000  -146,000 61,750 -116,000                                  
      assets under management or administration
    		                           74,817,000 106,147,000 98,959,000 94,162,000 64,742,250 90,042,000 86,056,000 82,871,000 249,865,000 83,819,000 81,077,000 74,899,000 70,727,000 63,418,000 59,580,000 36,336,000 34,715,000 33,223,000 31,012,000 28,263,000 24,567,000 25,971,000 25,427,000 23,271,000 21,839,000 19,001,000 18,715,000 
      subscription and licensing
    		                           45,168,750 62,963,000 59,802,000 57,910,000 35,575,750 51,959,000 47,037,000 43,620,000                    
      professional services and other
    		                           5,218,500 6,504,000 8,656,000 5,714,000 5,353,000 7,154,000 8,615,000 5,330,000                    
      restructuring charges
    		                               38,000  152,000  155,000 518,000     474,000    88,000 27,000 381,000  43,000 10,000 46,000 96,000 67,000 
      licensing and professional services
    		                                   4,711,000 18,844,000 15,377,000 13,678,000 14,102,000 10,980,000 10,300,000 10,289,000 9,664,000 9,060,000 6,950,000 4,379,000 5,975,000 6,069,000 5,907,000 5,991,000 5,764,000 5,569,000 5,532,000 
      other income:
    		                                                      
      interest income
    		                                        5,000 4,000 5,000 3,000 3,000 14,000 9,000 12,000 19,000 20,000 26,000 30,000 34,000 41,000 
      interest expense
    		                                              -3,000 -165,000 -206,000 -204,000 -211,000 -243,000 -193,000 -128,000 
      total other income
    		                                        5,000 4,000 5,000 3,000 3,000 14,000 6,000 -1,336,000 -195,000 917,000 -182,000 -208,000 -152,000 -90,000 
      loss on investments
    		                                                      
      gain on investments
    		                                                      
      unrealized gain on investments
    		                                               -1,000 -8,000 1,000 3,000 5,000 7,000 -3,000 
      less preferred stock dividends
    		                                                    -65,000 -179,000 
      less net income allocated to participating preferred stock
    		                                                    -75,000 -107,000 
      net income attributable to common stockholders
    		                                               1,829,000 1,925,000 2,447,000 1,404,000 867,000 485,000 107,000 
      impairment of investments
    		                                                      
    The information provided in this report is taken from www.sec.gov and many other data providers. While we have conducted our best efforts to ensure that the parsed data is accurate, we cannot guarantee its accuracy. Please use caution and understand that any consequences of its use are your own responsibility.