NASDAQ$MASS

908 Devices Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a revenue increase of 16% compared to the prior year, driven by newly acquired handheld products.

908 Devices reported a 16% increase in revenue compared to the prior year, reaching $14.0 million for the second quarter of 2024. This growth was primarily driven by an increase in handheld devices revenue, which was offset by a decrease in desktop devices revenue. The company's gross profit was $7.4 million with a gross margin of 53%.

  • Revenue increased by 16% year-over-year, reaching $14.0 million.
  • Gross profit was $7.4 million, with a gross margin of 53%.
  • The installed base grew to 3,067 devices.
  • Recurring revenue represented 38% of total revenues in the quarter.

Headline financials

Total Revenue

$14M

Previous: $12.1M+16.1%
EPS (adj)

-$0.37

Previous: -$0.29-27.6%
Capital Expenditures

-$256K

Previous: -$1.51M+83.0%
Free Cash Flow

-$12.8M

Previous: -$10.9M-18.0%
Net Income

-$12.5M

Previous: -$9.35M-34.3%
Operating Income

-$13.6M

Previous: -$10.9M-24.0%
Gross Profit

$7.42M

Previous: $5.79M+28.0%
R&D Expense

$6.38M

No prior period
Stock-Based Comp

$3.1M

Previous: $2.58M+20.1%

Revenue & EPS history

908 Devices · Revenue · Quarterly

$14M

Q2 2024+16.1%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

908 Devices expects full year 2024 revenue to be in the range of $63.0 million to $65.0 million, representing 25% to 29% growth over full year 2023. This includes $11 million of expected revenue from RedWave Technology, representing 8 months of ownership.

Tailwinds

  • Full year 2024 revenue expected to be in the range of $63.0 million to $65.0 million.
  • Expected revenue from RedWave Technology is $11 million.
  • Represents 25% to 29% growth over full year 2023.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.3%

Avg return

Earnings day

-2.9%

Avg return

5 days after

+2.8%

Avg return

30 days after

46%

11 / 24 earnings

Positive

+96.0%

Q4 2024

Best reaction

-35.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+13.7%+11.8%+11.8%
Q4 2025-4.8%-5.3%+0.0%
Q3 2025-13.2%-25.7%-10.8%
Q1 2025-18.9%-20.1%+25.5%
Q4 2024+96.0%+39.4%+88.9%
Q3 2024-35.4%-34.0%-41.4%
Q2 2024-5.0%-6.0%-21.6%
Q1 2024-1.4%-1.8%+7.0%
Q4 2023-1.1%-5.1%-10.1%
Q3 2023-4.9%-11.2%+23.0%
Q2 2023+17.7%+15.0%+8.1%
Q1 2023+8.4%+4.8%+28.6%
Q4 2022+0.3%-10.6%-5.5%
Q3 2022-34.4%-38.2%-44.4%
Q2 2022-8.9%-9.9%-7.6%
Q1 2022-12.6%+6.6%-5.5%
Q4 2021+12.8%+17.2%+24.7%
Q3 2021+14.7%+2.7%-30.0%
Q3 2020+14.7%+2.7%-30.0%
Q2 2021+9.4%+5.4%+26.2%
Q2 2020+9.4%+5.4%+26.2%
Q1 2021-16.3%-14.6%-7.3%
Q1 2020-16.3%-14.6%-7.3%
Q4 2020+7.8%+15.8%+18.0%
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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