NASDAQ$NPCE

Neuropace Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported financial results for the quarter ending March 31, 2022.

NeuroPace reported total revenue of $11.4 million for Q1 2022, a slight increase from $11.2 million in the prior year period. Initial implant revenue was $8.8 million, while replacement implant revenue was $2.6 million. The company's net loss for the quarter was $11.5 million.

  • Total revenue for Q1 2022 was $11.4 million.
  • Initial implant revenue for Q1 2022 was $8.8 million.
  • Replacement implant revenue for Q1 2022 was $2.6 million.
  • Company is on track to enroll first patients in NAUTILUS trial for generalized epilepsy indication expansion around the middle of the year.

Headline financials

Total Revenue

$11.4M

Previous: $11.2M+1.4%
EPS (adj)

-$0.47

Previous: -$21.26+97.8%
Gross Profit Margin

73.0%

Previous: 75.7%-3.6%
Capital Expenditures

-$306K

Previous: -$35K-774.3%
Free Cash Flow

-$11.8M

Previous: -$8.85M-33.0%
Net Income

-$11.5M

Previous: -$8.81M-30.1%
Operating Income

-$9.76M

Previous: -$3.87M-152.0%
Gross Profit

$8.26M

Previous: $8.49M-2.8%
Cash & Equivalents

$7.49M

Previous: $13.8M-45.9%
Total Assets

$129M

Previous: $50.3M+156.3%
Stock-Based Comp

$1.49M

Previous: $202K+636.6%

Revenue & EPS history

Neuropace · Revenue · Quarterly

$11.4M

Q1 2022+1.4%vs Q1 2021
Beat estimate in 10 of 12 quarters(83%)
ActualEstimate

Revenue by segment

Neuropace · $1.6M total across 1 segment · Q4 2022

  • DIXI Medical
    $1.6M

Forward guidance

NeuroPace provides financial guidance for 2022, including total revenue of $45 million to $48 million and gross margin in the mid-70% range.

Tailwinds

  • Total revenue of $45 million to $48 million
  • Initial implant revenue of $39 million to $42 million
  • Centers actively implanting the RNS System to increase approximately 10% compared to 2021
  • Replacement implant revenue of approximately $6 million
  • Gross margin in the mid-70% range

Headwinds

  • Total operating expenses of $74 million to $76 million, which includes approximately $8 million to $9 million of non-cash stock-based compensation expense

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 Q1 2022

Historical avgQ1 2022

-0.7%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-0.0%

Avg return

30 days after

50%

12 / 24 earnings

Positive

+37.4%

Q3 2025

Best reaction

-40.1%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%-1.8%+0.8%
Q4 2025+1.1%+1.6%+5.9%
Q3 2025+37.4%+43.1%+74.5%
Q1 2025+21.6%+31.3%-14.5%
Q4 2024-2.4%-15.8%+2.6%
Q3 2024+25.7%+23.4%+49.9%
Q2 2024-1.9%-0.4%+4.8%
Q1 2024-40.1%-35.9%-51.4%
Q4 2023+0.8%+2.5%-8.4%
Q3 2023-1.4%+9.5%+14.6%
Q2 2023+9.8%+9.8%+103.4%
Q1 2023+1.9%-3.5%-15.4%
Q4 2022-13.3%-7.8%-1.9%
Q3 2022-9.9%-17.6%-29.6%
Q2 2022-3.5%-10.2%-26.6%
Q1 2022+1.2%-3.6%-3.8%
Q4 2021-0.9%-7.7%-1.2%
Q3 2020-15.2%-22.2%-47.7%
Q3 2021-15.2%-22.2%-47.7%
Q2 2021-7.6%-10.7%-8.0%
Q2 2020-7.6%-10.7%-8.0%
Q1 2020+0.8%+8.7%+2.2%
Q1 2021+0.8%+8.7%+2.2%
Q4 2020+0.8%+8.7%+2.2%

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