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John Kedzierski

President & Chief Executive Officer, Evolv Technologies Holdings, Inc.

Search every verified John Kedzierski interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. John Kedzierski, president and CEO of Evolv Holdings, discussed the company's third-quarter 2025 results on a November 13, 2025 earnings call. He noted that the shift from distribution fulfillment to direct purchase fulfillment creates a near-term gross margin headwind but is expected to yield higher gross profit dollars, revenue, annual recurring revenue (ARR), and remaining performance obligations over the contract term. He also attributed margin pressure to large education contracts involving significant volumes of the company's Expedite product, which is still operating at subscale manufacturing costs, and to approximately $3 million in one-time inventory and service adjustment costs. Kedzierski stated that the company plans to add more units in 2026 than in 2025, with ARR trends remaining stable, building on the largest customer contract in company history, which exceeded 250 units. He estimated that emphasizing ARR over short-term product revenue would defer $5 to $10 million of revenue in 2026, which he expects to convert into long-term recurring revenue streams. On a May 15, 2025 earnings call covering first-quarter results, Kedzierski reported revenue of $32 million, up 44% year-over-year, and ARR of $106 million, up 34%. He emphasized the company's subscription model and its focus on AI-based detection, and noted that tariffs had been mitigated through U.S. assembly. Kedzierski also addressed prior regulatory and filing issues, stating that under new leadership the company was taking steps to address root causes, including fostering a stronger culture, reinforcing ethical standards and accountability, enhancing financial oversight, and appointing experienced professionals to key roles. He expressed confidence in the company's ability to grow revenues by 20 to 25% in 2025 while delivering positive full-year adjusted EBITDA and achieving cash flow positivity by year-end.

Recent appearances

  • $EVLV Evolv Technologies Q3 2025 Earnings Conference Call

    November 15, 2025 · 📺 EARNMOAR

    11/13/2025 Q&A: 31:42 Evolv Technologies Holdings, Inc. provides artificial intelligence (AI)-based weapons detection for security screening in the United States and internationally. Its flagship product is the Evolv Express, an AI-based concealed weapons detection system designed to detect firearms, improvised explosive devices, and tactical knives. The company also offers Evolv Insights Analytics Application that provides self-serve access, insights regarding visitor flow and arrival curves, location specific performance, system detection performance, and alarm statistics; and Evolv eXpedite…

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  • Evolv Technologies Holdings, Inc. (EVLV) Q1 2025 Earnings – Full Coverage

    May 25, 2025 · 📺 Fyfull

    *Evolv Technologies Holdings, Inc. (EVLV) Q1 2025 Earnings – Full Coverage* *Key Highlights:* *Financials* – Q1 revenue $32,000K, up 44% YoY; ARR $106,000K, up 34%; adjusted EBITDA $1,700K; $500B global security market. *Operations* – 6,600 units deployed; 950 customers; 12 Expedite customers; tariffs impact ~1% via mitigation. *Strategy* – CEO John Kedzierski emphasized subscriptions; CFO Chris Kutzer highlighted leverage; focus on AI detection, CPO program; tariffs mitigated via U.S. assembly. *Outlook* – 2025 revenue $125,000K-$130,000K, up 20-25%; positive adjusted EBITDA; ~8,000…

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  • Evolv Technology CEO John Kedzierski Provides Business Update

    January 27, 2025 · 📺 Evolv Technology

    John Kudzerski, CEO of Evolv Technology, shares his excitement and vision for 2025, highlighting the company's potential for growth and innovation in the security technology sector. Having joined Evolv recently, Kudzerski emphasizes the importance of transparent communication with stakeholders and expresses confidence in the company's talented team and transformative products like the Gen 2 Evolv Express® and the new Evolv eXpedite™ system. Despite facing regulatory and legal challenges in 2024, Evolv showed strong performance, deploying thousands of units and expanding its customer base acr…

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  • John Kedzierski Unveils MOTOTRBO Nitro at the Motorola Solutions Channel Partner Expo

    March 25, 2019 · 📺 Motorola Solutions

    MOTOTRBO Nitro is the first fully managed solution for business-critical voice and broadband data. Watch John Kedzierski talk ...

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