NASDAQ$BNGO

BioNano Genomics Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Bionano Genomics reported a 179% year-over-year revenue increase driven by record sales of consumables and growth in the Saphyr installed base.

Bionano Genomics reported a strong start to 2021, with a significant revenue increase driven by record consumables sales and Saphyr adoption. The company highlighted its solid financial position with $362 million in cash and is on track to meet its 2021 milestones.

  • Total revenue increased by 179% year-over-year, reaching $3.2 million.
  • Gross margin increased to 33% from 25% in the same period last year.
  • Cash and cash equivalents totaled $362 million as of March 31, 2021.
  • The company is progressing with its commercialization strategy and driving Saphyr utilization globally.

Headline financials

Total Revenue

$3.17M

Previous: $1.14M+178.9%
EPS (adj)

-$0.40

Previous: -$3.00+86.7%
Capital Expenditures

-$24K

No prior period
Free Cash Flow

-$9.97M

Previous: -$10.5M+5.1%
Net Income

-$9.95M

Previous: -$10.5M+5.4%
Operating Income

-$11.2M

Previous: -$9.76M-14.4%
Gross Profit

$1.04M

Previous: $280K+272.5%
Cash & Equivalents

$362M

Previous: $8.14M+4345.7%
Total Assets

$385M

Previous: $19.1M+1914.8%
Stock-Based Comp

$371K

No prior period

Revenue & EPS history

BioNano · Revenue · Quarterly

$3.17M

Q1 2021+178.9%vs Q1 2020
Beat estimate in 14 of 14 quarters(100%)
ActualEstimate

Revenue by segment

BioNano · $3.17M total across 2 segments · Q1 2021

  • Product Revenue
    $2.05M
  • Service and Other Revenue
    $1.12M

Forward guidance

Bionano Genomics is focused on driving global adoption of Saphyr and anticipates achieving key milestones throughout 2021.

Tailwinds

  • Accreditation of Saphyr based LDTs for ALL & FSHD in certain EU markets in Q2 2021
  • Commercial release of prenatal assays and expansion of the menu of pediatric assays in Q3 2021
  • Interim publication of results from pediatric clinical study in Q4 2021
  • Validation of LDTs by 3 sites in both prenatal and pediatric clinical studies in Q4 2021
  • Reaching an installed base of 150 systems, a 50% increase over year-end 2020 in Q4 2021

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

-3.3%

Avg return

Earnings day

-5.4%

Avg return

5 days after

-7.7%

Avg return

30 days after

40%

12 / 30 earnings

Positive

+15.5%

Q4 2018

Best reaction

-29.8%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.9%+1.6%
Q1 2026-0.8%-9.5%-7.9%
Q3 2025+2.8%+4.8%+10.2%
Q1 2025+2.9%+0.8%-2.4%
Q4 2024+11.1%+8.6%+43.4%
Q3 2024-3.4%-11.5%-7.7%
Q2 2024-21.5%-23.5%-13.7%
Q1 2024+2.7%+7.3%-9.4%
Q4 2023+0.0%-5.8%-18.2%
Q3 2023-7.0%-10.5%+2.8%
Q2 2023-0.2%-13.9%-15.7%
Q1 2023+6.9%-9.6%+0.0%
Q4 2022-8.4%-5.3%-19.8%
Q3 2022+2.7%+2.2%-6.3%
Q2 2022+6.6%+0.0%+2.2%
Q1 2022-16.1%-24.2%-10.8%
Q4 2021+1.4%-10.7%+20.6%
Q3 2021-9.8%-13.7%-44.4%
Q2 2021+5.4%+4.4%-1.0%
Q1 2021+13.9%+22.8%+59.9%
Q4 2020-17.9%-14.4%-34.1%
Q3 2020-7.4%-5.4%-10.7%
Q2 2020-8.4%-6.5%-32.5%
Q1 2020-8.4%-11.8%+21.6%
Q4 2019-29.8%-30.3%-74.3%
Q3 2019-2.1%+17.8%+24.4%
Q2 2019-14.4%-11.3%-50.5%
Q1 2019-11.3%-17.0%-28.1%
Q4 2018+15.5%+7.4%-8.1%
Q3 2018-6.0%-5.7%-11.9%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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