Filing Flows › Wealthfront (WLTH) › Q2 FY27 › vs Q1 FY27
Wealthfront (WLTH) Q2 FY27 vs Q1 FY27 (quarter over quarter)
Wealthfront's revenue rose $1.4M (+2%) from $90.5M in Q1 FY27 to $91.9M in Q2 FY27. The biggest changes: Investment advisory +$2.6M (+10%); Cash management −$1.6M (-3%); Other revenue +$453K (+53%). Operating margin 22.2% against 19.3% (+2.9 pts).
Wealthfront, Q2 FY27: revenue $91.9M (+0.8% year over year), operating margin 22.2%, net earnings $17.8M, operating cash flow $47.3M. The chart draws each line against Q1 FY27, the increases inside each band.
Margins
| Q2 FY27 | Q1 FY27 | Change | |
|---|---|---|---|
| Operating margin | 22.2% | 19.3% | +2.9 pts |
| Net margin | 19.3% | 14.2% | +5.1 pts |
Every line
| Line | Q2 FY27 | Q1 FY27 | Change | % |
|---|---|---|---|---|
| Cash management | $61.8M | $63.4M | −$1.6M | -3% |
| Investment advisory | $28.8M | $26.2M | $2.6M | +10% |
| Other revenue | $1.3M | $859K | $453K | +53% |
| Revenue | $91.9M | $90.5M | $1.4M | +2% |
| Operating profit | $20.4M | $17.4M | $3.0M | +17% |
| Costs & expenses | $71.5M | $73.1M | −$1.6M | -2% |
| Pre-tax earnings | $20.4M | $17.4M | $3.0M | +17% |
| Cost of revenue | $10.8M | $10.0M | $800K | +8% |
| Research & development | $34.0M | $33.7M | $294K | +0.9% |
| General & admin | $15.7M | $16.9M | −$1.2M | -7% |
| Other operating costs | $11.0M | $12.5M | −$1.4M | -12% |
| Net earnings | $17.8M | $12.8M | $4.9M | +38% |
| Income tax | $2.6M | $4.6M | −$2.0M | -42% |
| Depreciation & amortization | $1.2M | $1.4M | −$197K | -14% |
| Share-based compensation | $16.4M | $17.1M | −$621K | -4% |
| Working capital & other | $11.9M | −$8.6M | $20.5M | — |
| Operating cash flow | $47.3M | $22.7M | $24.6M | +109% |
Questions
How much did Wealthfront's revenue grow quarter over quarter in Q2 FY27?
Wealthfront's revenue rose $1.4M (+2%) from $90.5M in Q1 FY27 to $91.9M in Q2 FY27.
What drove Wealthfront's revenue change in Q2 FY27?
Investment advisory +$2.6M (+10%); Cash management −$1.6M (-3%); Other revenue +$453K (+53%).