NASDAQ$BNGO

BioNano Genomics Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported revenue increase driven by growth in Saphyr system installed base and flowcell sales.

Bionano Genomics reported a 30% increase in revenue for Q1 2023 compared to Q1 2022, driven by growth in the Saphyr system installed base and flowcell sales. The company's gross margin also improved, and they announced an initiative to reduce cash expenditures.

  • Q1 2023 revenue was $7.4 million, a 30% increase over Q1 2022.
  • Saphyr system installed base grew to 259, a 47% increase over Q1 2022.
  • 5,226 nanochannel array flowcells were sold, a 62% increase over Q1 2022.
  • GAAP gross margin improved to 28% compared to 15% in Q1 2022.

Headline financials

Total Revenue

$7.42M

Previous: $5.7M+30.2%
EPS (adj)

-$1.20

Previous: -$1.10-9.1%
Flowcells Sold

5.2K

Previous: 3.2K+62.0%
GAAP Gross Margin

28.0%

No prior period
Non-GAAP Gross Margin

30.0%

No prior period
Capital Expenditures

$0.00

Previous: -$832K+100.0%
Free Cash Flow

-$37.1M

Previous: -$30.8M-20.6%
Net Income

-$37.1M

Previous: -$30M-23.9%
Operating Income

-$37.8M

Previous: -$29.9M-26.4%
Gross Profit

$2.07M

Previous: $861K+140.4%
Cash & Equivalents

$4.1M

Previous: $24M-82.9%
Total Assets

$292M

Previous: $348M-16.1%
Stock-Based Comp

$3.88M

Previous: $5.1M-23.9%

Revenue & EPS history

BioNano · Revenue · Quarterly

$7.42M

Q1 2023+30.2%vs Q1 2022
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

BioNano · $7.42M total across 2 segments · Q1 2023

  • Product Revenue
    $5.45M+74.8%
  • Service and Other Revenue
    $1.97M-23.7%

Forward guidance

Bionano plans to reduce cash expenditures by approximately $20 million over the next four to five quarters through a strategic review of operations.

Tailwinds

  • Prioritize and invest in high priority programs.
  • Support ongoing adoption of OGM.
  • Advance clinical studies.
  • Expand OGM installed base.
  • Continue planned product and regulatory developments.

Headwinds

  • Reduction in force implemented May 8, 2023.
  • Plans to decrease anticipated new hires for the remainder of 2023.
  • Reduction to safety stock of inventory due to reduced supply chain risk.
  • Implementation of operational efficiencies.
  • Other cost controls to reduce previously planned spending.

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 2023

Historical avgQ1 2023

-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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