NASDAQ$PACB

Pacific Biosciences of California Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Pacific Biosciences' Q2 2020 earnings reflected increased sequencing platform sales amidst the COVID-19 pandemic.

Pacific Biosciences reported a strong Q2 2020 with increased revenue driven by higher instrument sales. Despite the challenges posed by the COVID-19 pandemic, the company saw growth in its sequencing platform business and progress in its strategic initiatives.

  • Revenue increased driven by higher instrument sales.
  • Sequencing platform sales experienced growth.
  • Made progress on strategic initiatives.
  • Navigated challenges related to the COVID-19 pandemic.

Headline financials

Total Revenue

$17.1M

Previous: $24.6M-30.6%
EPS (adj)

-$0.15

Previous: -$0.16+6.3%
GAAP Gross Margin

0.4%

No prior period
Capital Expenditures

-$436K

Previous: -$1.87M+76.6%
Free Cash Flow

-$23.5M

Previous: -$26.5M+11.1%
Net Income

-$23.1M

Previous: -$24.6M+6.1%
Operating Income

-$23.5M

Previous: -$24.4M+3.5%
Gross Profit

$6.61M

Previous: $9.61M-31.2%
Cash & Equivalents

$43.3M

Previous: $30.4M+42.8%
Total Assets

$214M

Previous: $171M+25.2%
Stock-Based Comp

$3.23M

No prior period

Revenue & EPS history

Pacific Biosciences · Revenue · Quarterly

$17.1M

Q2 2020-30.6%vs Q2 2019
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Pacific Biosciences · $19.6M total across 3 segments · Q2 2020

  • Instrument Revenue
    $11.4M+165.1%
  • Service & Other Revenue
    $5.2M-11.9%
  • Consumables Revenue
    $3M-25.0%

Forward guidance

PacBio anticipates continued growth driven by the launch of the Sequel IIe system and increased market adoption of long-read sequencing.

Tailwinds

  • Expect continued growth driven by Sequel IIe system.
  • Increased market adoption of long-read sequencing anticipated.
  • Expanding applications in genomics and other fields.
  • Growing demand for SMRT sequencing technology.
  • Strategic partnerships to drive further innovation.

Headwinds

  • Uncertainties related to the COVID-19 pandemic.
  • Potential supply chain disruptions.
  • Fluctuations in customer demand.
  • Increased competition in the sequencing market.
  • Challenges in scaling up manufacturing capacity.

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 Q2 2020

Historical avgQ2 2020

+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

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