NASDAQ$NPCE

Neuropace Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

NeuroPace experienced revenue growth and maintained financial discipline.

NeuroPace reported a 25% increase in revenue to $18.1 million for Q1 2024 compared to Q1 2023. The company's gross margin was 73.6%, and it extended the maturity date of its term loan by one year to September 30, 2026. The company maintained full-year 2024 revenue guidance of $73 to $77 million.

  • Total revenue increased by 25% year-over-year to $18.1 million.
  • Gross margin improved to 73.6% compared to 71.7% in the prior year.
  • The company extended the maturity date of its term loan by one year to September 30, 2026.
  • Full-year 2024 revenue guidance is maintained at $73 to $77 million.

Headline financials

Total Revenue

$18.1M

Previous: $14.5M+25.2%
EPS

-$0.32

Previous: -$0.41+22.0%
Gross Profit Margin

73.6%

Previous: 72.0%+2.2%
Capital Expenditures

-$104K

Previous: -$132K+21.2%
Free Cash Flow

-$9.03M

Previous: -$10.5M+14.1%
Net Income

-$8.93M

Previous: -$10.4M+14.0%
Operating Income

-$7.55M

Previous: -$8.32M+9.3%
Gross Profit

$13.3M

Previous: $10.4M+28.6%
Cash & Equivalents

$13M

Previous: $6.72M+93.4%
Total Assets

$98.9M

Previous: $106M-7.0%
R&D Expense

$5.78M

No prior period
Stock-Based Comp

$2.54M

Previous: $2.13M+19.5%

Revenue & EPS history

Neuropace · Revenue · Quarterly

$18.1M

Q1 2024+25.2%vs Q1 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

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

  • DIXI Medical
    $1.6M

Forward guidance

NeuroPace expects revenue growth to be primarily driven by increasing sales of its RNS System and higher sales of DIXI Medical stereo EEG products, while replacement implant revenue is expected to decline in 2024 versus 2023. Total revenue to range between $73 million and $77 million, representing growth of 12% to 18% over 2023. Gross margin to range between 72% and 74%. Total operating expenses to range between $80 million and $84 million, including approximately $12 million in stock-based compensation, a noncash expense

Tailwinds

  • Revenue growth to be driven by RNS System sales increases.
  • Higher sales of DIXI Medical stereo EEG products expected.
  • Full year revenue to range between $73 million and $77 million.
  • Revenue growth of 12% to 18% over 2023 expected.
  • Gross margin to range between 72% and 74%.

Headwinds

  • Replacement implant revenue is expected to decline in 2024 versus 2023.
  • Total operating expenses to range between $80 million and $84 million.
  • Includes approximately $12 million in stock-based compensation, a noncash 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 2024

Historical avgQ1 2024

-0.7%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-0.1%

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%
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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro