nCino, Inc. Files Q3 2024 10-Q Report

Ticker: NCNO · Form: 10-Q · Filed: Dec 4, 2024 · CIK: 1902733

Sentiment: neutral

Topics: 10-Q, financials, reporting

Related Tickers: NCNO

TL;DR

nCino's Q3 2024 10-Q is in. Check financials.

AI Summary

nCino, Inc. filed its 10-Q for the period ending October 31, 2024, reporting on its financial performance. The company, formerly Penny HoldCo, Inc., is based in Wilmington, NC. Key financial data and operational details for the third quarter and year-to-date periods are included in this filing.

Why It Matters

This filing provides investors and analysts with the latest financial performance data for nCino, Inc., crucial for understanding the company's current health and future prospects.

Risk Assessment

Risk Level: medium — As a public company filing a quarterly report, there are inherent risks associated with financial performance and market perception.

Key Players & Entities

FAQ

What is the reporting period for this 10-Q filing?

The reporting period for this 10-Q filing is for the period ending October 31, 2024.

When was this 10-Q filed with the SEC?

This 10-Q was filed on December 4, 2024.

What was nCino, Inc.'s former company name?

nCino, Inc.'s former company name was Penny HoldCo, Inc.

Where is nCino, Inc. located?

nCino, Inc.'s business address is 6770 Parker Farm Drive, Wilmington, NC 28405.

What is the fiscal year end for nCino, Inc.?

nCino, Inc.'s fiscal year ends on January 31.

Filing Stats: 4,516 words · 18 min read · ~15 pages · Grade level 17.2 · Accepted 2024-12-04 17:02:51

Key Financial Figures

Filing Documents

Financial Information

Part I. Financial Information

Financial Statements

Item 1. Financial Statements 1 Condensed Consolidated Balance Sheets as of January 31, 2024 and October 31, 2024 (Unaudited) 1 Unaudited Condensed Consolidated Statements of Operations for the Three and Nine Months Ended October 31, 2023 and 2024 2 Unaudited Condensed Consolidated Statements of Comprehensive Loss for the Three and Nine Months Ended October 31, 2023 and 2024 3 Unaudited Condensed Consolidated Statements of Stockholders' Equity for the Three and Ni ne Months Ended October 31, 2023 and 2024 4 Unaudited Condensed Consolidated Statements of Cash Flows for the Nine Months Ended October 31, 2023 and 2024 6 Notes to Unaudited Condensed Consolidated Financial Statements 8

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations 25

Quantitative and Qualitative Disclosures About Market Risk

Item 3. Quantitative and Qualitative Disclosures About Market Risk 38

Controls and Procedures

Item 4. Controls and Procedures 38

Other Information

Part II. Other Information

Legal Proceedings

Item 1. Legal Proceedings 39

Risk Factors

Item 1A. Risk Factors 39

Unregistered Sales of Equity Securities and Use of Proceeds

Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 39

Defaults Upon Senior Securities

Item 3. Defaults Upon Senior Securities 40

Mine Safety Disclosures

Item 4. Mine Safety Disclosures 40

Other Information

Item 5. Other Information 40

Exhibits

Item 6. Exhibits 41

Signatures

Signatures 42 Table of Contents CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This report contains forward-looking statements that are based on our beliefs and assumptions and on information currently available to us. Forward-looking statements include information concerning our possible or assumed future results of operations, business strategies and plans, trends, market sizing, competitive position, industry environment, potential growth opportunities and product capabilities, among other things. Forward-looking statements include all statements that are not historical facts and, in some cases, can be identified by terms such as "aim," "anticipates," "believes," "could," "estimates," "expects," "goal," "intends," "may," "plans," "potential," "predicts," "projects," "seeks," "should," "strive," "will," "would," or similar expressions and the negatives of those terms. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including those described in "Risk Factors," "Management's Discussion and Analysis of Financial Condition and Results of Operations," and elsewhere in this report. Given these uncertainties, you should not place undue reliance on these forward-looking statements. Any forward-looking statement made by us in this report speaks only as of the date on which it is made. Except as required by law, we disclaim any obligation to update these forward-looking statements publicly, or to update the reasons actual results could differ materially from those anticipated in these forward-looking statements, even if new information becomes available in the future. As used in this report, the terms "nCino," the "Company," "we," "us," and "our" mean nCino, Inc. and its subsidiaries unless the context indicates otherwis

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Financial Statements

Item 1. Financial Statements nCino, Inc. CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands, except share and per share data) January 31, 2024 October 31, 2024 (Unaudited) Assets Current assets Cash and cash equivalents (VIE: $ 2,277 and $ 1,595 at January 31, 2024 and October 31, 2024, respectively) $ 112,085 $ 257,894 Accounts receivable, less allowances of $ 1,451 and $ 1,172 at January 31, 2024 and October 31, 2024, respectively 112,975 65,013 Costs capitalized to obtain revenue contracts, current portion, net 10,544 12,214 Prepaid expenses and other current assets 15,171 13,523 Total current assets 250,775 348,644 Property and equipment, net 79,145 75,711 Operating lease right-of-use assets, net 19,261 14,938 Costs capitalized to obtain revenue contracts, noncurrent, net 17,425 20,185 Goodwill 838,869 908,559 Intangible assets, net 115,572 128,344 Investments (related party $ 2,500 at January 31, 2024 and October 31, 2024) 9,294 9,294 Long-term prepaid expenses and other assets 10,089 10,931 Total assets $ 1,340,430 $ 1,516,606 Liabilities, redeemable non-controlling interest, and stockholders' equity Current liabilities Accounts payable $ 11,842 $ 12,123 Accrued compensation and benefits 16,283 16,370 Accrued expenses and other current liabilities 10,847 11,594 Deferred revenue, current portion 170,941 132,382 Financing obligations, current portion 1,474 1,614 Operating lease liabilities, current portion 3,649 4,830 Total current liabilities 215,036 178,913 Operating lease liabilities, noncurrent 16,423 11,829 Deferred income taxes, noncurrent 3,687 10,577 Deferred revenue, noncurrent — 431 Revolving credit facility, noncurrent — 166,000 Financing obligations, noncurrent 52,680 51,624 Other long-term liabilities — 3,726 Total liabilities 287,826 423,100 Commitments and contingencies (Note 12) Redeemable non-controlling interest (Note 3) 3,428 5,243 Stockholders' equity Preferred stock, $ 0.001 par value; 10,

View Full Filing

View this 10-Q filing on SEC EDGAR

View on Read The Filing