NASDAQ$PACB

Pacific Biosciences of California Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Pacific Biosciences' Q1 2022 earnings demonstrated strong revenue growth and strategic progress.

Pacific Biosciences reported a strong first quarter in 2022, marked by significant revenue growth driven by increased instrument sales. The company continues to focus on expanding its product portfolio and market reach.

  • Revenue increased to $32.8 million, up 20% year-over-year.
  • Instrument revenue grew significantly, reflecting strong customer demand.
  • Continued progress in expanding the installed base of Sequel II/IIe systems.
  • Strategic initiatives are underway to broaden the application of PacBio technology.

Headline financials

Total Revenue

$33.2M

Previous: $29M+14.4%
EPS (adj)

-$0.37

Previous: -$0.45+17.8%
GAAP Gross Margin

36.0%

No prior period
Capital Expenditures

-$3.64M

Previous: -$401K-807.2%
Free Cash Flow

-$85.1M

Previous: -$87.8M+3.1%
Net Income

-$81.5M

Previous: -$87.4M+6.8%
Operating Income

-$77.5M

Previous: -$33.7M-130.0%
Gross Profit

$14.2M

Previous: $13M+9.1%
Cash & Equivalents

$429M

Previous: $932M-54.0%
Total Assets

$1.94B

Previous: $1.25B+54.6%
Stock-Based Comp

$22.7M

Previous: $10.2M+123.3%

Revenue & EPS history

Pacific Biosciences · Revenue · Quarterly

$33.2M

Q1 2022+14.4%vs Q1 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Pacific Biosciences · $32.8M total across 3 segments · Q1 2022

  • Instrument Revenue
    $17.4M+7.4%
  • Service & Other Revenue
    $8.9M+242.3%
  • Consumables Revenue
    $6.5M-34.3%

Forward guidance

PacBio anticipates continued growth and market expansion, driven by innovative product development and increasing adoption of its sequencing platforms. The company expects revenue growth and margin improvement throughout the year.

Tailwinds

  • Expecting revenue between $130 million and $140 million for full year 2022.
  • Continued expansion of the Sequel II/IIe installed base.
  • Increased adoption of PacBio technology in key application areas.
  • Advancements in product development to enhance sequencing capabilities.
  • Strengthened commercial partnerships to expand market reach.

Headwinds

  • Global supply chain constraints could impact instrument production and delivery.
  • Increased competition in the long-read sequencing market.
  • Uncertainties related to the COVID-19 pandemic may affect customer purchasing decisions.
  • Fluctuations in foreign exchange rates could impact international revenue.
  • Higher operating expenses due to increased R&D and commercial activities.

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 Q1 2022

Historical avgQ1 2022

+1.6%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+4.1%

Avg return

30 days after

47%

29 / 62 earnings

Positive

+69.9%

Q3 2018

Best reaction

-27.2%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-14.5%-23.0%-12.7%
Q4 2025-7.1%-11.4%-27.7%
Q3 2025-1.1%-2.2%+34.3%
Q1 2025-8.4%-8.3%-5.0%
Q4 2024+25.0%+19.6%-17.6%
Q3 2024-13.2%-16.6%-23.4%
Q2 2024+4.4%-10.6%-1.2%
Q1 2024+5.4%+32.7%+19.6%
Q4 2023+9.7%-18.6%-41.7%
Q3 2023+20.9%+15.2%+48.7%
Q2 2023-0.7%-3.7%-13.3%
Q1 2023-2.8%-0.5%+13.6%
Q4 2022+5.1%-17.6%-25.2%
Q3 2022+2.1%+11.8%+31.9%
Q2 2022+11.4%+27.4%-10.3%
Q1 2022-4.5%+2.9%-7.1%
Q4 2021+8.2%+4.5%-0.5%
Q3 2021+6.6%+5.3%-22.1%
Q2 2021+5.5%+4.1%+0.2%
Q1 2021-0.2%-3.4%+4.7%
Q4 2020+29.4%+27.3%-14.3%
Q3 2020+16.1%+18.2%+62.7%
Q2 2020-3.1%+1.0%+66.5%
Q1 2020+9.4%+11.6%+26.7%
Q4 2019-4.1%-12.3%-16.3%
Q3 2019-2.8%-4.8%+3.5%
Q2 2019+3.5%+5.6%+4.1%
Q1 2019-0.3%-1.3%-9.6%
Q4 2018-1.5%-0.8%+1.5%
Q3 2018+69.9%+71.2%+75.7%
Q2 2018+0.5%+4.7%+31.7%
Q1 2018-8.7%-6.9%+0.8%
Q4 2017-4.9%-8.5%-16.2%
Q3 2017-27.2%-33.9%-27.2%
Q2 2017+13.7%+38.8%+57.1%
Q1 2017-19.4%-20.3%-27.2%
Q4 2016-1.2%-1.7%+6.2%
Q3 2016-20.4%-12.7%-17.4%
Q2 2016+14.6%+10.3%+6.8%
Q1 2016+18.2%
Q4 2015-24.0%
Q3 2015+9.7%
Q2 2015-17.2%
Q1 2015-0.5%
Q4 2014-16.4%
Q3 2014+11.8%
Q2 2014+2.6%
Q1 2014-5.6%
Q4 2013+2.2%
Q3 2013+0.0%
Q2 2013+5.7%
Q1 2013-0.4%
Q4 2012+0.0%
Q3 2012-5.4%
Q2 2012+2.9%
Q1 2012+0.0%
Q4 2011-12.7%
Q3 2011-7.8%
Q2 2011+8.9%
Q1 2011-1.3%
Q4 2010+2.7%
Q3 2010+9.2%
Q2 2010
Q1 2010

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