NASDAQ$PACB

Pacific Biosciences of California Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Pacific Biosciences' first quarter results for 2024 demonstrated solid revenue growth and strategic advancements.

Pacific Biosciences reported a revenue increase of 19% year-over-year, driven by growth in sequencing revenue. The company highlighted the strong performance of its Revio system and advancements in its chemistry, contributing to improved data quality and throughput. While operating expenses remain significant, the company is focused on driving further adoption of its platforms and expanding its market presence.

  • Revenue increased 19% year-over-year to $38.8 million.
  • Sequencing revenue grew, driven by Revio system sales and utilization.
  • Made advancements in chemistry to enhance data quality and throughput.
  • Focused on driving adoption of platforms and expanding market presence.

Headline financials

Total Revenue

$38.8M

Previous: $38.9M-0.2%
EPS

-$0.29

Previous: -$0.31+6.5%
GAAP Gross Margin

29.0%

No prior period
Non-GAAP Gross Margin

33.0%

No prior period
Capital Expenditures

-$3.88M

Previous: -$3.72M-4.2%
Free Cash Flow

-$82.1M

Previous: -$91.7M+10.6%
Net Income

-$78.2M

Previous: -$88M+11.2%
Operating Income

-$81.4M

Previous: -$91.3M+10.8%
Gross Profit

$11.3M

Previous: $9.76M+15.6%
Cash & Equivalents

$76.6M

Previous: $354M-78.3%
Total Assets

$1.67B

Previous: $1.9B-11.9%
Stock-Based Comp

$19.5M

Previous: $18M+8.8%

Revenue & EPS history

Pacific Biosciences · Revenue · Quarterly

$38.8M

Q1 2024-0.2%vs Q1 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Pacific Biosciences · $47.6M total across 3 segments · Q2 2023

  • Instrument Revenue
    $24.7M+42.0%
  • Consumables Revenue
    $17.9M+29.7%
  • Service & Other Revenue
    $5M+150.0%

Forward guidance

PacBio anticipates revenue between $170 million and $200 million for the full year 2024.

Tailwinds

  • Revenue between $170 million and $200 million for the full year 2024.
  • Continued growth in Revio system sales and utilization.
  • Advancements in chemistry to enhance data quality and throughput.
  • Expansion of market presence and customer base.
  • Focus on operational efficiency and cost management.

Headwinds

  • Uncertainties in the macroeconomic environment.
  • Potential delays in customer adoption of new platforms.
  • Competition from other sequencing technology providers.
  • Reliance on key suppliers for critical components.
  • Challenges in managing operating expenses.

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 2024

Historical avgQ1 2024

+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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