NASDAQ$AKYA

Akoya Biosciences Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Akoya reported record revenue driven by increased reagents and services revenue and improved gross margin due to product mix and product business margin improvements.

Akoya Biosciences reported Q4 2023 revenue of $26.5 million, a 25.0% increase compared to the prior year period. The company's gross margin was 62.7%, and the operating loss decreased by 46.6% to $9.4 million. Cash and cash equivalents totaled $83.1 million.

  • Revenue increased by 25.0% to $26.5 million compared to the prior year period, driven by higher reagents and services revenue.
  • Gross margin improved to 62.7% due to product mix and improved margin on the product business.
  • Operating loss decreased by 46.6% to $9.4 million due to operating leverage and efficiencies.
  • Cash and cash equivalents totaled $83.1 million as of December 31, 2023.

Headline financials

Total Revenue

$26.5M

Previous: $21.2M+24.8%
EPS (adj)

-$0.22

Previous: -$0.50+56.0%
Capital Expenditures

$594K

Previous: $869K-31.6%
Net Income

-$10.8M

Previous: -$18.9M+42.8%
Operating Income

-$9.44M

Previous: -$17.6M+46.3%
Gross Profit

$16.6M

Previous: $12M+38.0%
R&D Expense

$4.67M

No prior period
Stock-Based Comp

$2.56M

Previous: $2.12M+20.9%

Revenue & EPS history

Akoya · Revenue · Quarterly

$26.5M

Q4 2023+24.8%vs Q4 2022
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 expects full year 2024 revenue guidance range of $114.0-118.0 million and projects operating cash flow breakeven by year end.

Tailwinds

  • Anticipates strong topline growth in 2024.
  • Projects operating cash flow breakeven by year end.
  • Expanded installed base to nearly 1,200 instruments.
  • Improved platform speeds.
  • Simplified workflows with new offerings of reagents and analysis tools.

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 Q4 2023

Historical avgQ4 2023

-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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