NASDAQ$ADPT

Adaptive Biotechnologies Corporation · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Adaptive Biotechnologies reported its fourth quarter and full year 2024 financial results, showing growth in revenue and a reduction in net loss and adjusted EBITDA loss compared to the previous year.

Adaptive Biotechnologies reported a revenue of $47.5 million for the fourth quarter of 2024, a 4% increase from the prior year. The company's net loss significantly decreased to $33.7 million from $69.5 million in the same period last year, and adjusted EBITDA loss improved to $16.4 million from $24.7 million.

  • Fourth quarter 2024 revenue was $47.5 million, a 4% increase from the prior year.
  • Net loss for the fourth quarter of 2024 was $33.7 million, a significant improvement from $69.5 million in Q4 2023.
  • Adjusted EBITDA (non-GAAP) was a loss of $16.4 million, an improvement from a loss of $24.7 million in Q4 2023.
  • clonoSEQ® test volume increased 34% to 20,945 tests delivered in the fourth quarter of 2024.

Headline financials

Total Revenue

$47.5M

Previous: $45.8M+3.7%
EPS (adj)

-$0.23

Previous: -$0.30+23.3%
Adjusted EBITDA

-$16.4M

Previous: -$24.7M+33.3%
MRD Adjusted EBITDA

-$6.56M

No prior period
Capital Expenditures

-$80K

Previous: $1.3M-106.2%
Net Income

-$33.7M

Previous: -$69.5M+51.5%
Operating Income

-$33.8M

Previous: -$71.1M+52.4%
Gross Profit

$29.4M

Previous: $20.8M+41.6%
R&D Expense

$21.3M

Previous: $28.7M-26.0%

Revenue & EPS history

Adaptive Biotechnologies · Revenue · Quarterly

$47.5M

Q4 2024+3.7%vs Q4 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Adaptive Biotechnologies · $38M total across 2 segments · Q3 2023

  • MRD Business
    $24.7M+23.5%
  • Immune Medicine Business
    $13.3M-52.3%

Forward guidance

Adaptive Biotechnologies expects full year 2025 revenue for the MRD business to be between $175 million and $185 million, with total company operating expenses between $340 million and $350 million, and total company cash burn between $60 million and $70 million.

Tailwinds

  • Expected full year MRD business revenue between $175 million and $185 million.
  • Focus on achieving profitability in MRD.
  • Advancing therapeutics pipeline in Immune Medicine.
  • Maintaining a durable cash position to support sustainable, long-term growth.
  • No revenue guidance provided for Immune Medicine business, suggesting focus on MRD.

Headwinds

  • No revenue guidance provided for the Immune Medicine business.
  • Expected full year total company operating expenses between $340 million and $350 million.
  • Expected full year total company cash burn between $60 million and $70 million.
  • The company will incur expenses similar to adjustments made for Adjusted EBITDA in the future.
  • Adjusted EBITDA does not reflect all expenditures or future requirements for capital expenditures or contractual commitments.

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 Q4 2024

Historical avgQ4 2024

+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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