NASDAQ$PACB

Pacific Biosciences of California Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Pacific Biosciences' Q3 2022 financial results were announced, with revenue growth driven by instrument sales and consumables.

Pacific Biosciences reported revenue of $33.8 million for Q3 2022, a 60% increase compared to Q3 2021. The company's results were driven by growth in instrument revenue and consumables revenue. The company provided a positive outlook for the rest of the year.

  • Revenue was $33.8 million, up 60% year-over-year.
  • Instrument revenue was $17.9 million, up 125% year-over-year.
  • Consumables revenue was $12.5 million, up 23% year-over-year.
  • Service and other revenue was $3.4 million, up 13% year-over-year.

Headline financials

Total Revenue

$32.3M

Previous: $34.9M-7.4%
EPS (adj)

-$0.32

Previous: -$0.23-39.1%
GAAP Gross Margin

38.0%

No prior period
Capital Expenditures

-$11.8M

Previous: -$3.09M-283.5%
Free Cash Flow

-$88.8M

Previous: $13.5M-760.2%
Net Income

-$77M

Previous: $16.5M-565.3%
Operating Income

-$74.6M

Previous: -$74.5M-0.2%
Gross Profit

$13.5M

Previous: $15.4M-11.8%
Cash & Equivalents

$304M

Previous: $425M-28.4%
Total Assets

$1.82B

Previous: $2.03B-10.6%
Stock-Based Comp

$18.9M

Previous: $28.4M-33.4%

Revenue & EPS history

Pacific Biosciences · Revenue · Quarterly

$32.3M

Q3 2022-7.4%vs Q3 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Pacific Biosciences · $33.8M total across 3 segments · Q3 2022

  • Instrument Revenue
    $17.9M+123.8%
  • Consumables Revenue
    $12.5M+22.5%
  • Service & Other Revenue
    $3.4M+13.3%

Forward guidance

PacBio expects revenue to be in the range of $125 million to $135 million.

Tailwinds

  • PacBio expects revenue to be in the range of $125 million to $135 million.
  • Continued growth in instrument sales.
  • Increased demand for consumables.
  • Growing installed base of Sequel II/IIe systems.
  • Expanding applications of SMRT sequencing.

Headwinds

  • Potential for supply chain disruptions.
  • Uncertainty in the macroeconomic environment.
  • Competition from other sequencing technologies.
  • Fluctuations in foreign currency exchange rates.
  • Higher 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 Q3 2022

Historical avgQ3 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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