NASDAQ$BNGO

BioNano Genomics Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and full year ended December 31, 2022.

Bionano Genomics reported a 30% increase in Q4 revenue compared to Q4 2021, reaching $8.2 million. The company's gross margin for the quarter was 22%, a significant increase from 4% in the same period last year. Bionano exceeded its 2022 revenue guidance and saw an increase in the adoption of optical genome mapping (OGM).

  • Q4 revenue increased by 30% compared to Q4 2021, reaching $8.2 million.
  • Gross margin for Q4 2022 was 22%, compared to 4% in Q4 2021.
  • Installed base of Saphyr systems totaled 240 at year-end, a 46% increase over 2021.
  • Sold 4,781 flowcells in Q4 2022, a 49% increase over Q4 2021.

Headline financials

Total Revenue

$8.22M

Previous: $6.3M+30.4%
EPS (adj)

-$1.30

Previous: -$0.80-62.5%
Net Income

-$38.7M

Previous: -$22.9M-68.5%
Operating Income

-$37.5M

Previous: -$28.8M-30.4%
Gross Profit

$1.81M

Previous: $239K+655.2%
Cash & Equivalents

$5.09M

Previous: $24.6M-79.3%
Total Assets

$308M

Previous: $377M-18.5%
Stock-Based Comp

$5.48M

Previous: $4.8M+14.1%

Revenue & EPS history

BioNano · Revenue · Quarterly

$8.22M

Q4 2022+30.4%vs Q4 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

BioNano · $8.22M total across 2 segments · Q4 2022

  • Product Revenue
    $6.18M+60.5%
  • Service and Other Revenue
    $2.04M-16.9%

Forward guidance

Bionano expects full year 2023 revenue to be in the range of $35 million to $38 million. The company anticipates the installed base of OGM systems will total 325 by the end of 2023.

Tailwinds

  • Full year 2023 revenue expected to be in the range of $35 million to $38 million, representing a 26% to 37% growth over full year 2022 revenue.
  • Installed base of OGM systems expected to total 325 by the end of 2023.
  • Acquisition of Purigen Biosystems expected to accelerate the adoption of OGM.
  • Well-positioned to execute on goal to drive value for stakeholders.
  • Impressive year-over-year revenue growth of 30%.

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 Q4 2022

Historical avgQ4 2022

-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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