NASDAQ$AKYA

Akoya Biosciences Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Akoya Biosciences' first quarter results fell short of expectations due to systemic pressure on capital expenditures, deferred pharmaceutical partner lab services revenue, and reagent availability issues.

Akoya Biosciences reported a revenue of $18.4 million for Q1 2024, a 14% decrease compared to the prior year period. The company faced challenges due to capital expenditure pressures, deferred revenue from pharmaceutical partners, and temporary reagent fulfillment delays. Despite these setbacks, Akoya is committed to achieving operating cash flow breakeven by year end.

  • Revenue was $18.4 million, down 14% year-over-year.
  • Gross margin was 46%, while non-GAAP adjusted gross margin was 57%.
  • Operating expenses were $30.0 million, and non-GAAP operating expenses were $25.6 million.
  • Ended the quarter with an instrument installed base of 1,213, a 22% year-over-year increase.

Headline financials

Total Revenue

$18.4M

Previous: $21.4M-14.3%
EPS (adj)

-$0.39

Previous: -$0.49+20.4%
Instrument installed base

1.2K

No prior period
PhenoCyclers installed base

354

No prior period
PhenoImagers installed base

859

No prior period
Total publications citing tech

1.3K

No prior period
Capital Expenditures

$810K

Previous: $804K+0.7%
Net Income

-$23.5M

Previous: -$18.8M-24.9%
Operating Income

-$21.6M

Previous: -$17.4M-23.8%
Gross Profit

$8.38M

Previous: $12.3M-31.8%
R&D Expense

$5.55M

No prior period
Stock-Based Comp

$2.57M

Previous: $2.38M+8.0%

Revenue & EPS history

Akoya · Revenue · Quarterly

$18.4M

Q1 2024-14.3%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Akoya · $18M total across 1 segment · Q3 2023

  • Product revenue
    $18M+25.3%

Forward guidance

Akoya is updating its revenue outlook for the full year 2024 while maintaining its commitment to achieving operating cash flow breakeven by year end. The Company now expects full year 2024 revenue to be in the range of $104.0-$112.0 million.

Tailwinds

  • Commitment to achieving operating cash flow breakeven by year end.
  • Focus on scaling internal reagent manufacturing.
  • Partnership with Acrivon Therapeutics shows positive clinical data.
  • Partnership with NeraCare enables personalized therapy selection.
  • KR-HT5 instrument receives premarket approval from China’s NMPA.

Headwinds

  • Systemic pressure on capital expenditures persisted.
  • Certain pharmaceutical partner lab services revenue were deferred to the second half of 2024 due to revised clinical trial milestones.
  • Completion and launch of fully operational Manufacturing Center of Excellence temporarily impacted reagent fulfillment times, delaying instrument purchases.
  • First quarter results fell short of expectations.
  • Revenue decreased by 14% compared to the prior year period.

Historical earnings impact

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

Avg. return before/after earnings

Based on 10 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-3.7%

Avg return

Earnings day

-8.6%

Avg return

5 days after

-17.2%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+13.7%

Q4 2021

Best reaction

-31.9%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025
Q1 2025+1.0%+24.8%+23.8%
Q4 2025+3.8%+9.2%-30.7%
Q3 2024-24.9%-33.2%-29.5%
Q2 2024-9.5%-0.9%+5.5%
Q1 2024-31.9%-35.1%-50.0%
Q4 2023-15.4%-17.1%-28.1%
Q3 2023+10.0%+6.9%+16.4%
Q2 2023+0.9%-6.5%-23.9%
Q1 2023-2.5%-17.1%-18.8%
Q4 2022-7.3%-17.2%-36.6%
Q3 2022-15.1%
Q2 2022+5.0%
Q1 2022-11.9%
Q4 2021+13.7%
Q3 2020+1.5%
Q3 2021+0.2%
Q2 2021-0.1%
Q4 2020+9.5%
Q1 2021+2.3%
Q2 2020
Q1 2020

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