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AiRWA Inc. stock research

Jan 31, 2024

FY2024 Q3

AiRWA (YYAI) Gross Margin — Quarter Ended Jan 31, 2024

Revenue decreased compared to the prior quarter and the same quarter last year. Gross profit also declined, but cost of revenue fell more sharply, leading to an improved gross margin.

Gross margin takeaway

Quarter ended Jan 31, 2024 · FY2024 Q3

Revenue decreased compared to the prior quarter and the same quarter last year. Gross profit also declined, but cost of revenue fell more sharply, leading to an improved gross margin.

  • The gross margin improvement was driven by a lower cost of revenue relative to revenue, particularly when compared to the prior quarter where cost of revenue was a much larger share of revenue.
  • Compared to the prior quarter, gross margin improved significantly as cost of revenue decreased while revenue also fell. Compared to the same quarter last year, gross margin was slightly higher, with both revenue and cost of revenue lower.

Gross margin snapshot

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

Gross margin

70.0%

Gross profit

$336538

Revenue

$480768

Cost of revenue

$144230

Quarter-over-quarter change

+41.8 pts

Year-over-year change

+3.4 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Apr 30, 2023$2.3M$400305$1.9M17.5%
Jul 31, 2023$3.1M$892749$2.2M28.6%
Oct 31, 2023$2.3M$646963$1.6M28.2%
Jan 31, 2024$480768$336538$14423070.0%

Quarterly comparisons

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

Previous-quarter change

Oct 31, 2023

+41.8 pts

Year-over-year change

Jan 31, 2023

+3.4 pts

What the margin says

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

The gross margin improvement was driven by a lower cost of revenue relative to revenue, particularly when compared to the prior quarter where cost of revenue was a much larger share of revenue.

Compared to the prior quarter, gross margin improved significantly as cost of revenue decreased while revenue also fell. Compared to the same quarter last year, gross margin was slightly higher, with both revenue and cost of revenue lower.

Monitor the company's ability to secure additional financing as disclosed in the liquidity and capital resources section, given the substantial doubt about its ability to continue as a going concern.