NASDAQ$NPCE

Neuropace Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

NeuroPace's Q3 2024 performance was marked by record revenue and reduced cash burn.

NeuroPace reported a 28% year-over-year increase in revenue to $21.1 million in Q3 2024. The company also demonstrated operating discipline by decreasing cash burn. Increased full-year 2024 revenue guidance to $78 million to $80 million.

  • Reported record revenue of $21.1 million in Q3 2024, a 28% increase compared to Q3 2023.
  • Achieved a strong gross margin of 73.2%.
  • Decreased cash burn to $1.8 million in Q3 2024.
  • Raised $2.9 million in net cash proceeds under the ATM offering program, increasing cash and short-term investments to $56.8 million.

Headline financials

Total Revenue

$21.1M

Previous: $16.4M+28.2%
EPS

-$0.19

Previous: -$0.28+32.1%
Gross Profit Margin

73.2%

Previous: 74.5%-1.7%
Capital Expenditures

-$267K

Previous: -$141K-89.4%
Free Cash Flow

-$5.72M

Previous: -$7.4M+22.7%
Net Income

-$5.45M

Previous: -$7.26M+24.9%
Operating Income

-$4.24M

Previous: -$5.95M+28.7%
Gross Profit

$15.4M

Previous: $12.2M+26.1%
Cash & Equivalents

$15.4M

Previous: $9.72M+58.7%
Total Assets

$96.3M

Previous: $99.3M-3.0%
R&D Expense

$5.75M

Previous: $4.8M+20.0%
Stock-Based Comp

$2.59M

Previous: $2.42M+7.0%

Revenue & EPS history

Neuropace · Revenue · Quarterly

$21.1M

Q3 2024+28.2%vs Q3 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, supported by higher sales of DIXI Medical stereo EEG products. Total revenue to range between $78 million and $80 million, representing growth of 19% to 22% over 2023. Gross margin to range between 72% and 74%. Total operating expenses to range between $80 million and $84 million, including approximately $10 million in stock-based compensation, a noncash expense

Tailwinds

  • Increasing sales of RNS System.
  • Higher sales of DIXI Medical stereo EEG products.
  • Total revenue to range between $78 million and $80 million, representing growth of 19% to 22% over 2023.
  • Gross margin to range between 72% and 74%.
  • Total operating expenses to range between $80 million and $84 million, including approximately $10 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 Q3 2024

Historical avgQ3 2024

-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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