NASDAQ$BNGO

BioNano Genomics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a decrease in revenue, but saw growth in the OGM installed base and advancements in software.

Bionano Genomics reported a decrease in revenue for Q2 2024 compared to Q2 2023, but experienced growth in its OGM installed base. The company also highlighted key advancements in its VIA software and the establishment of a new CPT code for OGM.

  • Q2 2024 revenue was $7.8 million, a 10% decrease from Q2 2023.
  • The total installed base of OGM systems reached 363, a 29% increase over Q2 2023.
  • 6,165 nanochannel array flowcells were sold in Q2 2024, a 13% decrease from Q2 2023.
  • A new Category I CPT code was established for OGM use in cytogenomic genome-wide analysis.

Headline financials

Total Revenue

$7.7M

Previous: $8.66M-11.1%
EPS

-$0.24

Previous: -$1.24+80.6%
Flowcells Sold

6.2K

No prior period
OGM Installed Base

363

No prior period
GAAP Gross Margin

33.0%

Previous: 27.0%+22.2%
Non-GAAP Gross Margin

35.0%

Previous: 29.0%+20.7%
GAAP Operating Expense

$19.6M

No prior period
Non-GAAP Operating Expense

$18.8M

No prior period
Capital Expenditures

$0.00

Previous: -$32K+100.0%
Free Cash Flow

-$16.2M

Previous: -$38.9M+58.3%
Net Income

-$16.2M

Previous: -$38.9M+58.3%
Operating Income

-$17M

Previous: -$39.2M+56.6%
Gross Profit

$2.51M

Previous: $2.31M+8.8%
Cash & Equivalents

$10.4M

Previous: $14.9M-29.8%
Total Assets

$129M

Previous: $271M-52.3%
R&D Expense

$6.83M

No prior period
Stock-Based Comp

$2.58M

Previous: $3.93M-34.3%

Revenue & EPS history

BioNano · Revenue · Quarterly

$7.7M

Q2 2024-11.1%vs Q2 2023
Beat estimate in 7 of 14 quarters(50%)
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

Bionano expects revenue for the third quarter of 2024 to be $7.9 to $8.9 million and full year 2024 revenue guidance of $36.0 to $40.0 million.

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 2024

Historical avgQ2 2024

-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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