NASDAQ$BNGO

BioNano Genomics Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Bionano Genomics reported a significant revenue increase driven by Saphyr system growth and advancements in OGM technology.

Bionano Genomics reported a 226% year-over-year increase in total revenue, reaching $3.9 million for Q2 2021. The company highlighted the expansion of its Saphyr installed base, key adoptions in cytogenetics laboratories, and a strong cash position of $333 million.

  • Total revenue increased by 226% year-over-year, reaching $3.9 million.
  • Shipped 13 Saphyr systems, increasing the installed base to 121.
  • Cash and cash equivalents totaled $333 million at the end of the quarter.
  • Gross margin was 37%, up from 33% in the previous quarter.

Headline financials

Total Revenue

$3.86M

Previous: $1.18M+226.2%
EPS (adj)

-$0.60

Previous: -$0.90+33.3%
Capital Expenditures

-$76K

Previous: $0.00
Free Cash Flow

-$18.9M

Previous: -$8.07M-133.6%
Net Income

-$18.8M

Previous: -$8.07M-132.7%
Operating Income

-$16.5M

Previous: -$7.44M-121.6%
Gross Profit

$1.44M

Previous: $579K+148.5%
Cash & Equivalents

$333M

Previous: $17.2M+1834.1%
Total Assets

$357M

Previous: $27.2M+1211.6%
Stock-Based Comp

$1.76M

Previous: $328K+436.0%

Revenue & EPS history

BioNano · Revenue · Quarterly

$3.86M

Q2 2021+226.2%vs Q2 2020
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

BioNano · $3.86M total across 2 segments · Q2 2021

  • Product Revenue
    $2.5M
  • Service and Other Revenue
    $1.36M

Forward guidance

Bionano anticipates several milestones for the remainder of 2021, focusing on driving global adoption of Saphyr, expanding assay menus, and achieving an installed base of 150 systems.

Tailwinds

  • Commercial release of prenatal assays in Q3 2021.
  • 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.
  • Initial prototype of next-gen high throughput Saphyr 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 Q2 2021

Historical avgQ2 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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