NASDAQ$ATRC

Atricure Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported fourth quarter and full year financial results.

AtriCure reported a revenue of $88.0 million for the fourth quarter of 2022, representing a 20.2% increase compared to the fourth quarter of 2021. The company's loss from operations decreased to $4.1 million, and the net loss per share was $0.09.

  • Worldwide revenue reached $88.0 million, up 20.2% year over year (21.5% on a constant currency basis).
  • U.S. revenue increased by 20.7% to $73.9 million, driven by growth in open ablation, pain management, and appendage management product lines.
  • International revenue grew by 17.8% to $14.1 million (25.4% on a constant currency basis), reflecting growth in appendage management and open ablation franchises.
  • Loss from operations improved to $4.1 million compared to $12.5 million in the fourth quarter of 2021.

Headline financials

Total Revenue

$88M

Previous: $73.2M+20.2%
EPS (adj)

-$0.09

Previous: -$0.30+70.0%
Gross Margin

74.0%

No prior period
Capital Expenditures

$4.17M

Previous: $2.71M+53.9%
Free Cash Flow

-$4.13M

Previous: -$2.41M-71.2%
Net Income

-$4.17M

Previous: -$13.7M+69.7%
Operating Income

-$4.14M

Previous: -$12.5M+66.9%
Gross Profit

$65.1M

Previous: $55M+18.4%
Cash & Equivalents

$121M

Previous: $43.7M+177.4%
Total Assets

$585M

Previous: $615M-4.9%
Stock-Based Comp

$7.2M

Previous: $7.54M-4.5%

Revenue & EPS history

Atricure · Revenue · Quarterly

$88M

Q4 2022+20.2%vs Q4 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Atricure · $93.5M total across 8 segments · Q1 2023

  • Appendage Management (U.S.)
    $32.3M
  • Open Ablation (U.S.)
    $25.1M
  • Pain Management (U.S.)
    $11.1M
  • Minimally Invasive Ablation (U.S.)
    $9.64M
  • Open Ablation (International)
    $7.29M
  • Appendage Management (International)
    $5.92M
  • Minimally Invasive Ablation (International)
    $1.87M
  • Pain Management (International)
    $228K

Forward guidance

Full year 2023 revenue is projected to be approximately $380 million to $387 million, reflecting growth of approximately 15% to 17% over full year 2022. Full year 2023 adjusted EBITDA is expected to break even, with improvements annually thereafter. Full year 2023 adjusted loss per share is expected to be in the range of $1.14 to $1.19.

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 2022

Historical avgQ4 2022

+0.7%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.3%

Avg return

30 days after

48%

31 / 64 earnings

Positive

+21.1%

Q3 2024

Best reaction

-13.7%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.0%-10.5%-7.9%
Q4 2025-2.3%-3.6%-11.5%
Q3 2025-3.7%-7.6%+1.9%
Q1 2025-13.7%-16.1%-0.2%
Q4 2024-6.5%-9.8%-21.4%
Q3 2024+21.1%+16.6%+25.8%
Q2 2024-1.8%+0.4%+17.6%
Q1 2024-7.9%-8.4%-6.6%
Q4 2023+0.6%+1.4%-1.2%
Q3 2023+5.6%+9.3%+5.6%
Q2 2023+8.2%+3.8%-14.6%
Q1 2023+7.1%+7.1%+1.5%
Q4 2022+5.3%-1.3%-5.9%
Q3 2022-4.2%-5.9%+9.1%
Q2 2022+1.1%+4.3%-11.9%
Q1 2022-2.6%-17.8%-21.4%
Q4 2021+5.8%-3.8%+2.2%
Q3 2021+10.0%+9.2%-16.0%
Q2 2021-2.5%-5.4%-8.6%
Q1 2021+5.8%+16.8%+11.5%
Q4 2020-4.3%+0.1%-4.3%
Q3 2020+0.2%+6.8%+25.8%
Q2 2020-7.2%-10.7%-8.8%
Q1 2020+10.0%+4.7%+22.0%
Q4 2019-3.8%-10.1%-37.9%
Q3 2019-2.8%+4.4%+8.7%
Q2 2019+1.3%-0.3%-13.9%
Q1 2019+4.8%+7.4%+5.5%
Q4 2018-5.6%-8.4%-17.8%
Q3 2018-1.4%+0.7%+5.3%
Q2 2018+11.2%+7.2%+20.6%
Q1 2018+9.5%+7.8%+18.2%
Q4 2017+5.5%+1.9%+11.2%
Q3 2017-8.7%-12.3%-13.6%
Q2 2017+3.0%-0.4%-7.8%
Q1 2017+9.4%+5.5%+2.0%
Q4 2016+4.9%-5.5%+1.1%
Q3 2016+7.3%+9.0%+17.5%
Q2 2016-10.7%-4.2%+4.8%
Q1 2016-10.4%
Q4 2015-5.5%
Q3 2015-0.7%
Q2 2015+14.5%
Q1 2015+7.6%
Q4 2014-4.4%
Q3 2014+2.8%
Q2 2014-4.4%
Q1 2014-2.3%
Q4 2013-0.9%
Q3 2013+1.1%
Q2 2013+0.9%
Q1 2013+9.1%
Q4 2012+5.6%
Q3 2012+20.3%
Q2 2012-6.7%
Q1 2012-5.1%
Q4 2011-4.7%
Q3 2011-5.0%
Q2 2011-13.2%
Q1 2011+2.6%
Q4 2010+2.6%
Q3 2010-0.6%
Q2 2010-0.4%
Q1 2010-1.5%

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