NASDAQ$ADPT

Adaptive Biotechnologies Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Adaptive Biotechnologies reported a strong quarter with clonoSEQ test volume growth and FDA IND acceptance in cancer cell therapy.

Adaptive Biotechnologies reported a revenue of $48.9 million for the second quarter of 2023, representing a 12% increase compared to the same period last year. The company continues to drive operational efficiencies, as reflected by a 5% decrease in operating expenses, excluding the cost of revenue.

  • Revenue of $48.9 million for the second quarter 2023, representing 12% growth from $43.7 million in the second quarter 2022.
  • clonoSEQ test volume in the second quarter 2023 grew 52% to 13,665 tests delivered versus the second quarter of prior year.
  • FDA accepted an investigational new drug (IND) application by Genentech for the first T-cell receptor (TCR) based therapeutic product candidate in oncology.
  • Operating efficiencies improved, with a 5% decrease in operating expenses, excluding cost of revenue, for the second quarter 2023 versus the same period last year.

Headline financials

Total Revenue

$48.9M

Previous: $43.7M+12.1%
EPS (adj)

-$0.33

Previous: -$0.37+10.8%
Capital Expenditures

-$6.62M

Previous: -$8.38M+20.9%
Free Cash Flow

-$54.4M

Previous: -$60.4M+9.9%
Net Income

-$47.8M

Previous: -$52M+8.1%
Operating Income

-$47.8M

Previous: -$52.5M+8.9%
Gross Profit

$31M

Previous: $30.4M+1.9%
Cash & Equivalents

$109M

Previous: $76.4M+43.0%
Total Assets

$765M

Previous: $807M-5.2%
Stock-Based Comp

$17.3M

Previous: $14.2M+22.3%

Revenue & EPS history

Adaptive Biotechnologies · Revenue · Quarterly

$48.9M

Q2 2023+12.1%vs Q2 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Adaptive Biotechnologies · $48.9M total across 2 segments · Q2 2023

  • MRD Business
    $25.9M+21.6%
  • Immune Medicine Business
    $23M+2.7%

Forward guidance

Adaptive Biotechnologies reiterates full year 2023 revenue to be in the range of $205 million to $215 million. The company continues 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 Q2 2023

Historical avgQ2 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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