Upstart Holdings, Inc.

Annual Trend FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 TTM
Net sales $98.3m
$115.9m +17.96%
$65.6m -43.40%
$24.3m -62.96%
$15.9m -34.51%
$14.1m -11.74%
$15.8m +12.11%
$10.9m -30.95%
$9.0m -17.47%
$1.2b +13558.33%
Revenue from fees, net $159.8m $228.6m $801.3m $907.3m $513.6m $635.5m $950.0m
Cost of Revenue $140.0m
$229.9m +64.17%
$849.7m +269.60%
$839.8m -1.16%
$509.2m -39.37%
$633.6m +24.44%
$1.0b +64.58%
Gross profit $33.1m
$32.3m -2.65%
$24.2m -25.14%
$3.5m -85.39%
($1.1m) -130.46%
$2.7m +348.09%
$4.4m +64.60%
$2.9m -33.80%
$1.1m -63.83%
Sales and marketing $93.2m $99.7m $333.5m $345.8m $127.1m $166.8m $301.5m
Selling, general and administrative $16.8m $15.2m $15.8m $18.7m ($2.6m) $2.3m $5.3m $5.2m $5.0m $891.5m
Total operating expenses $26.6m $27.9m $168.8m $221.7m $707.7m $956.3m $770.1m $809.4m $1.0b
Interest expense ($48k) ($47k) ($16k) ($8.0m) ($3.3m) ($10.8m) ($34.9m) ($40.4m) ($31.7m) $59.6m
Total interest income, interest expense, and fair value adjustments, net $47.3m
($64.8m) -237.02%
($46.9m) +27.70%
$1.1m +102.27%
$93.8m +8736.72%
Interest income $1.2m $1.7m $1.3m $26.4m $20.6m $105.6m $169.0m $186.4m $204.2m $231.2m
Other income, net $3.0m ($644k) $1.0m $5.5m ($5.2m) $9.5m $21.2m $18.8m $24.3m
Net income (loss) before income taxes ($4.9m) $6.0m $133.7m ($109.1m) ($240.0m) ($128.4m) $54.3m $60.3m
Loss before income taxes $8.2m $4.4m ($3.9m) ($25.5m) ($2.5m) ($2.9m) ($2.6m) ($3.7m) ($6.3m)
Provision for income taxes ($1.3m) $378k $74k $371k ($1.7m) ($409k) $107k $185k $728k
Net income (loss) $0
$0 -30.00%
($466k) -332857242.86%
$6.0m +1383.91%
$135.4m +2163.80%
($108.7m) -180.23%
($240.1m) -120.98%
($128.6m) +46.45%
$53.6m +141.69%
$60.3m +12.56%
Net income (loss) per share, basic (in dollars per share) $0 $0 ($0) $0 $2 ($1) ($3) ($1) $1 $60.3m
Net income (loss) per share, diluted (in dollars per share) $0 $0 ($0) $0 $1 ($1) ($3) ($1) $0 $60.3m
Weighted-average number of shares outstanding used in computing net income (loss) per share, basic (in shares) 0 0 (0) 0 2 (1) (3) (1) 1
Weighted-average number of shares outstanding used in computing net income (loss) per share, diluted (in shares) 0 0 (0) 0 1 (1) (3) (1) 1
Net loss $7.0m $4.8m ($3.9m) ($23.7m) ($5.8m) ($5.0m) ($3.9m) ($4.4m) ($8.0m)
Cost of net sales $65.1m $83.7m $41.5m $20.8m $17.0m $11.4m $11.4m $8.0m $7.9m
Fair value and other adjustments ($13.6m) $30.0m ($159.6m) ($181.0m) ($144.9m) ($78.7m)
Customer operations $24.9m $37.6m $117.6m $188.0m $150.4m $158.0m $188.4m
Engineering and product development $9.9m $12.7m $18.8m $38.8m $134.0m $237.2m $280.1m $253.7m $257.6m
General, administrative, and other $31.9m $45.6m $122.7m $185.3m $212.4m $230.9m $253.7m
Income (loss) from operations $6.5m
$4.4m -32.98%
($4.6m) -204.76%
$11.8m +357.16%
$140.9m +1097.46%
($113.9m) -180.82%
($256.5m) -125.29%
($172.9m) +32.62%
$42.6m +124.66%
Expense on convertible notes ($2.0m) ($4.7m) ($4.7m) ($7.7m) ($19.9m)
Gain on debt extinguishment $0 $0 $33.4m $7.2m
Net change in cumulative translation adjustment $409k ($839k) $529k $1.6m ($3.7m) ($6.5m) ($2.5m) ($1.9m) ($891k)
Comprehensive loss $7.4m $4.0m ($3.4m) ($22.1m) ($9.6m) ($11.5m) ($6.4m) ($6.3m) ($8.8m)
Investment impairment ($1.7m) ($370k) ($1.0m)
Equity loss of associates ($687k) ($613k) ($3.3m) ($23.0m) ($5.1m)

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.