LZ

LegalZoom.com, Inc. stock research

Mar 31, 2023

FY2023 Q1

LegalZoom.com (LZ) Gross Margin — Quarter Ended Mar 31, 2023

In the current quarter, revenue and gross profit increased compared to both the prior quarter and the same quarter a year earlier, while cost of revenue also increased. Gross margin declined from the prior quarter but remained relatively stable compared to the year-ago quarter.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

In the current quarter, revenue and gross profit increased compared to both the prior quarter and the same quarter a year earlier, while cost of revenue also increased. Gross margin declined from the prior quarter but remained relatively stable compared to the year-ago quarter.

  • The relationship between cost of revenue and revenue drove the sequential margin decline, as cost of revenue rose at a faster pace than revenue from the previous quarter. Year-over-year, the margin was largely unchanged.
  • Compared to the immediately preceding quarter, gross margin weakened. Compared to the same quarter one year earlier, gross margin was stable.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

63.6%

Gross profit

$105.5M

Revenue

$165.9M

Cost of revenue

$60.4M

Quarter-over-quarter change

n/a

Year-over-year change

-0.2 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$165.9M$105.5M$60.4M63.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

-0.2 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The relationship between cost of revenue and revenue drove the sequential margin decline, as cost of revenue rose at a faster pace than revenue from the previous quarter. Year-over-year, the margin was largely unchanged.

Compared to the immediately preceding quarter, gross margin weakened. Compared to the same quarter one year earlier, gross margin was stable.

Monitor the trajectory of cost of revenue relative to revenue in coming quarters.

LZ Gross Margin — Quarter Ended Mar 31, 2023