NASDAQ$MASS

908 Devices Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported a decrease in revenue due to decline in desktop devices and handheld recurring revenue.

908 Devices reported a revenue of $14.3 million for Q3 2023, a 9% decrease compared to the prior year period. The installed base grew to 2,714 devices with 124 devices placed during the quarter. Net loss was $7.1 million, compared to $6.3 million for the corresponding prior year period.

  • Revenue was $14.3 million, a 9% decrease year-over-year.
  • Gross profit was $7.9 million with a gross margin of 55%.
  • Net loss was $7.1 million, resulting in a net loss per share of $0.22.
  • Cash, cash equivalents and marketable securities were $148 million as of September 30, 2023.

Headline financials

Total Revenue

$14.3M

Previous: $15.8M-9.5%
EPS (adj)

-$0.22

Previous: -$0.20-10.0%
Devices Placed

124

Previous: 175-29.1%
Recurring Revenue %

3600000.0%

No prior period
Capital Expenditures

-$1.71M

Previous: -$1.43M-19.5%
Free Cash Flow

-$8.81M

Previous: -$7.69M-14.5%
Net Income

-$7.09M

Previous: -$6.26M-13.3%
Operating Income

-$9.09M

Previous: -$7.15M-27.0%
Gross Profit

$7.87M

Previous: $9.34M-15.7%
Cash & Equivalents

$118M

Previous: $194M-39.0%
Total Assets

$208M

Previous: $249M-16.4%
R&D Expense

$5.02M

No prior period
Stock-Based Comp

$2.7M

Previous: $2.02M+33.9%

Revenue & EPS history

908 Devices · Revenue · Quarterly

$14.3M

Q3 2023-9.5%vs Q3 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

908 Devices expects full year 2023 revenue to be in the range of $49 million to $51 million, representing 4% to 9% growth over full year 2022.

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 Q3 2023

Historical avgQ3 2023

+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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