NASDAQ$PACB

Pacific Biosciences of California Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Pacific Biosciences announced results for Q2 2023, exceeding expectations and demonstrating strong growth in revenue and instrument placements.

Pacific Biosciences reported strong Q2 2023 results, with revenue exceeding expectations. Instrument placements increased, and the company made progress on key strategic initiatives. The company is focused on driving further growth and innovation in long-read sequencing.

  • Revenue for the quarter was $47.6 million, exceeding expectations.
  • Instrument placements increased, driven by demand for the Revio system.
  • The company is making progress on its strategic initiatives, including expanding its product portfolio and geographic reach.
  • PacBio is focused on driving further growth and innovation in the long-read sequencing market.

Headline financials

Total Revenue

$47.6M

Previous: $35.5M+34.1%
EPS (adj)

-$0.26

Previous: -$0.34+23.5%
Capital Expenditures

-$5.99M

Previous: -$7.66M+21.8%
Free Cash Flow

-$75.8M

Previous: -$79.1M+4.1%
Net Income

-$69.8M

Previous: -$71.4M+2.2%
Operating Income

-$73.2M

Previous: -$68M-7.7%
Gross Profit

$15.5M

Previous: $16.2M-4.0%
Cash & Equivalents

$209M

Previous: $310M-32.6%
Total Assets

$1.85B

Previous: $1.88B-1.5%
Stock-Based Comp

$17.9M

Previous: $19M-5.9%

Revenue & EPS history

Pacific Biosciences · Revenue · Quarterly

$47.6M

Q2 2023+34.1%vs Q2 2022
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 expects revenue between $170 million and $185 million for the full year 2023.

Tailwinds

  • Revenue between $170 million and $185 million is expected for the full year 2023.
  • Continued growth in instrument placements is anticipated.
  • Expansion of the product portfolio is planned.
  • Geographic reach will continue to expand.
  • Focus on driving further innovation in long-read sequencing.

Headwinds

  • Macroeconomic conditions could impact demand.
  • Competition in the long-read sequencing market is increasing.
  • Supply chain disruptions could affect instrument production.
  • Regulatory approvals for new products may be delayed.
  • Uncertainties related to the COVID-19 pandemic persist.

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 2023

Historical avgQ2 2023

+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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