NASDAQ$ADPT

Adaptive Biotechnologies Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Adaptive Biotechnologies reported a decrease in revenue but an increase in clonoSEQ test volume and reiterated its full year 2023 revenue guidance.

Adaptive Biotechnologies reported a 3% decrease in revenue for the first quarter of 2023, totaling $37.6 million, while clonoSEQ test volume increased by 57%. The company reiterated its full year 2023 revenue guidance to be in the range of $205 million to $215 million.

  • Revenue was $37.6 million, a 3% decrease compared to the first quarter of the prior year.
  • clonoSEQ test volume increased 57% compared to the first quarter of the prior year.
  • Immune Medicine generated $16.2 million in revenue, representing 43% of total first quarter revenue.
  • Net loss was $57.7 million, compared to $62.8 million for the same period in 2022.

Headline financials

Total Revenue

$37.6M

Previous: $38.6M-2.5%
EPS (adj)

-$0.40

Previous: -$0.44+9.1%
Capital Expenditures

-$2.92M

Previous: -$3.08M+5.0%
Free Cash Flow

-$60.6M

Previous: -$65.8M+7.9%
Net Income

-$57.7M

Previous: -$62.7M+8.0%
Operating Income

-$57.2M

Previous: -$63.1M+9.3%
Gross Profit

$19M

Previous: $25.4M-25.4%
Cash & Equivalents

$94.6M

Previous: $115M-17.6%
Total Assets

$791M

Previous: $858M-7.8%
Stock-Based Comp

$14.7M

Previous: $12.9M+14.1%

Revenue & EPS history

Adaptive Biotechnologies · Revenue · Quarterly

$37.6M

Q1 2023-2.5%vs Q1 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Adaptive Biotechnologies · $37.6M total across 2 segments · Q1 2023

  • MRD Business
    $21.4M+20.2%
  • Immune Medicine Business
    $16.2M-22.1%

Forward guidance

Adaptive Biotechnologies reiterates full year 2023 revenue to be in the range of $205 million to $215 million. We continue to expect operating expenses, including cost of revenue, to be below full year 2022 operating expenses of $385.5 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.3%

Avg return

Earnings day

+0.0%

Avg return

5 days after

-0.9%

Avg return

30 days after

48%

13 / 27 earnings

Positive

+33.2%

Q1 2025

Best reaction

-22.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%-1.9%+22.6%
Q4 2025-4.3%-5.2%-9.8%
Q3 2025-4.8%-6.8%-5.2%
Q1 2025+33.2%+19.7%+29.3%
Q4 2024-3.2%+6.8%-6.7%
Q3 2024+1.2%+3.1%+9.0%
Q2 2024-5.5%+1.3%+3.3%
Q1 2024-1.2%+8.7%+21.1%
Q4 2023+9.4%+6.4%-10.5%
Q3 2023-22.2%-9.3%+4.4%
Q2 2023-15.5%-18.8%-17.5%
Q1 2023-8.3%-5.8%+6.4%
Q4 2022+15.4%+9.3%-3.3%
Q3 2022+13.2%-0.9%+14.1%
Q2 2022+19.3%+22.8%-8.4%
Q1 2022-1.1%-19.2%-22.5%
Q4 2021+5.3%-8.0%-15.3%
Q3 2021+6.7%+5.7%-26.6%
Q2 2021+4.8%-2.4%+9.8%
Q1 2021+0.9%-11.2%-1.0%
Q4 2020-2.6%+2.0%-32.8%
Q3 2020+8.0%+2.1%+14.9%
Q2 2020-3.8%+2.8%+0.2%
Q1 2020-6.7%-0.2%+9.9%
Q4 2019-5.6%-10.7%-15.4%
Q3 2019-3.7%+0.7%+11.8%
Q2 2019+3.5%+9.7%-5.4%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014

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