NASDAQ$BNGO

BioNano Genomics Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Bionano Genomics reported a decrease in revenue due to COVID-19 impacts, while making progress in validating the Saphyr System and expanding research collaborations.

Bionano Genomics reported a decrease in total revenue by 45.7% to $1.2 million for Q2 2020, compared to $2.2 million for the same period in 2019, primarily due to the impact of COVID-19 on customer lab operations. The company highlighted progress in validating its Saphyr System and expanding its COVID-19 research consortium.

  • Processed 493 customer samples from January 1, 2020 through August 13, 2020, compared to 212 in all of 2019.
  • Installed 91 Saphyr instruments since commercial launch in February 2017.
  • Demonstrated 100% concordance between the Saphyr system and current gold standard cytogenetic methods in leukemia.
  • Expanded scope of research with the COVID-19 host genome structural variant consortium.

Headline financials

Total Revenue

$1.18M

Previous: $2.17M-45.6%
EPS (adj)

-$0.90

Previous: -$7.10+87.3%
Capital Expenditures

$0.00

Previous: -$29.6K+100.0%
Free Cash Flow

-$8.07M

Previous: -$7.69M-4.9%
Net Income

-$8.07M

Previous: -$7.66M-5.3%
Operating Income

-$7.44M

Previous: -$6.84M-8.6%
Gross Profit

$579K

Previous: $619K-6.5%
Cash & Equivalents

$17.2M

Previous: $15.3M+12.4%
Total Assets

$27.2M

Previous: $25.2M+7.9%
Stock-Based Comp

$328K

No prior period

Revenue & EPS history

BioNano · Revenue · Quarterly

$1.18M

Q2 2020-45.6%vs Q2 2019
Beat estimate in 11 of 11 quarters(100%)
ActualEstimate

Revenue by segment

BioNano · $9.32M total across 2 segments · Q3 2023

  • Product Revenue
    $6.46M+79.0%
  • Service and Other Revenue
    $2.86M-20.8%

Forward guidance

The press release contains forward-looking statements regarding the significance of data generated by the Saphyr system, the benefits of the Saphyr system relative to traditional cytogenetic testing methods, the anticipated use of Saphyr as a gold standard for structural accuracy, the continued adoption of Saphyr for cancer, genetics and cytogenetic applications, our contributions to, and the outcomes of, studies relating to COVID-19, the impact of COVID-19 and related governmental responses on our business and financial results, the benefits or potential commercialization of our patent technology, the contribution of our technology towards the understanding of bat’s abilities to tolerate infections, and our efforts to execute on our commercial strategy.

Tailwinds

  • Significance of data generated by the Saphyr system
  • Benefits of the Saphyr system relative to traditional cytogenetic testing methods
  • Anticipated use of Saphyr as a gold standard for structural accuracy
  • Continued adoption of Saphyr for cancer, genetics and cytogenetic applications
  • Benefits or potential commercialization of our patent technology

Headwinds

  • Impact of the COVID-19 pandemic on our business and the global economy
  • Changes in the competitive landscape and the introduction of competitive products
  • Changes in our strategic and commercial plans
  • Our ability to obtain sufficient financing to fund our strategic plans and commercialization efforts
  • The loss of key members of management and our commercial team

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

-3.3%

Avg return

Earnings day

-6.2%

Avg return

5 days after

-8.0%

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
Q1 2026-0.8%-9.5%
Q4 2025+0.9%-20.5%-17.1%
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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