NASDAQ$BNGO

BioNano Genomics Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Bionano reported a revenue increase of 30% compared to Q2 2022 and an installed base of Saphyr systems increased by 43%.

Bionano Genomics reported record revenues and consumable sales in Q2 2023, with total revenue reaching $8.7 million, a 30% increase compared to Q2 2022. The installed base of Saphyr systems grew by 43% year-over-year, and the company announced new products and software updates. The company is implementing cost savings actions which are expected to be seen in second half operating expenses.

  • Q2 2023 revenue was $8.7 million, a 30% increase over Q2 2022.
  • Installed base of Saphyr systems totaled 281 as of June 30, 2023, a 43% increase over Q2 2022.
  • Sold 7,062 nanochannel array flowcells as of June 30, 2023, a 108% increase over Q2 2022.
  • Announced the Stratys system for high throughput optical genome mapping (OGM), which will enable a four-fold increase in raw data generation rate compared to the Saphyr instrument.

Headline financials

Total Revenue

$8.66M

Previous: $6.67M+29.9%
EPS (adj)

-$1.24

Previous: -$1.10-12.7%
GAAP Gross Margin

27.0%

No prior period
Non-GAAP Gross Margin

29.0%

No prior period
Capital Expenditures

-$32K

Previous: -$1.08M+97.0%
Free Cash Flow

-$38.9M

Previous: -$33.2M-17.2%
Net Income

-$38.9M

Previous: -$32.2M-21.0%
Operating Income

-$39.2M

Previous: -$32.1M-22.3%
Gross Profit

$2.31M

Previous: $1.47M+56.9%
Cash & Equivalents

$14.9M

Previous: $27.2M-45.3%
Total Assets

$271M

Previous: $322M-15.6%
Stock-Based Comp

$3.93M

Previous: $5.78M-31.9%

Revenue & EPS history

BioNano · Revenue · Quarterly

$8.66M

Q2 2023+29.9%vs Q2 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

BioNano · $8.66M total across 2 segments · Q2 2023

  • Product Revenue
    $6.61M+68.9%
  • Service and Other Revenue
    $2.05M-25.5%

Forward guidance

Bionano expects that recent and upcoming major product releases should help them further penetrate new markets and achieve their business goals. They implemented previously announced cost savings actions, which they expect to see in second half operating expenses.

Tailwinds

  • New Ionic Purification System may improve the quality and yield of samples.
  • Commercial rollout of the Stratys system for high throughput OGM.
  • VIA software workflow focused on genetic diseases is expected later in 2023.
  • Expectations regarding product uptake, revenue growth, market development and increased OGM adoption.
  • Execution of stated strategy, and previously announced cost savings actions reflecting in operating expense for the second half of 2023.

Headwinds

  • Impact of adverse geopolitical and macroeconomic events on the business and the global economy.
  • Changes in the competitive landscape and the introduction of competitive technologies or improvements to existing technologies.
  • Changes in strategic and commercial plans.
  • Ability to obtain sufficient financing to fund strategic plans and commercialization efforts and ability to continue as a “going concern”.
  • Study results that differ or contradict the results mentioned in this press release.

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 2023

Historical avgQ2 2023

-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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