SO

SoFi Technologies, Inc. stock research

Dec 31, 2023

FY2023 Q4

SoFi Technologies (SOFI) Gross Margin — Quarter Ended Dec 31, 2023

Revenue increased compared to both the prior quarter and the same quarter last year, while gross profit improved from the prior quarter but declined from the year-ago period. Cost of revenue rose in both comparisons, resulting in a gross margin that strengthened sequentially but weakened year over year.

Gross margin takeaway

Quarter ended Dec 31, 2023 · FY2023 Q4

Revenue increased compared to both the prior quarter and the same quarter last year, while gross profit improved from the prior quarter but declined from the year-ago period. Cost of revenue rose in both comparisons, resulting in a gross margin that strengthened sequentially but weakened year over year.

  • The sequential improvement in gross margin was driven by a larger increase in revenue relative to the increase in cost of revenue. The year-over-year decline in gross margin was driven by a larger increase in cost of revenue relative to the increase in revenue.
  • Compared to the prior quarter, gross margin improved as revenue grew faster than cost of revenue. Compared to the same quarter last year, gross margin weakened as cost of revenue grew faster than revenue.

Gross margin snapshot

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

Gross margin

10.6%

Gross profit

$12.4M

Revenue

$116.3M

Cost of revenue

$103.9M

Quarter-over-quarter change

+4.3 pts

Year-over-year change

-8.5 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$95.5M$11.6M$83.9M12.1%
Jun 30, 2023$104.7M$10.8M$93.9M10.3%
Sep 30, 2023$104.9M$6.7M$98.3M6.4%
Dec 31, 2023$116.3M$12.4M$103.9M10.6%

Quarterly comparisons

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

Previous-quarter change

Sep 30, 2023

+4.3 pts

Year-over-year change

Dec 31, 2022

-8.5 pts

What the margin says

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

The sequential improvement in gross margin was driven by a larger increase in revenue relative to the increase in cost of revenue. The year-over-year decline in gross margin was driven by a larger increase in cost of revenue relative to the increase in revenue.

Compared to the prior quarter, gross margin improved as revenue grew faster than cost of revenue. Compared to the same quarter last year, gross margin weakened as cost of revenue grew faster than revenue.

Monitor the trend in cost of revenue relative to revenue, as its faster growth year over year compressed gross margin.