NASDAQ$QTRX

Quanterix Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Quanterix's Q1 2023 results reflected a decrease in revenue, but showed improvement in gross margin and net loss.

Quanterix reported a decrease in revenue by 4% compared to Q1 2022, driven by a decline in instrument revenue, while net loss decreased by 66%. The company saw strong quarter-over-quarter improvement in gross margin and launched a new NfL LDT to expand its lab developed test menu.

  • Total revenue was $28.5 million, a decrease of 4% compared to Q1 2022, driven by a decline in instrument revenue, but increased 10% from Q4 2022 due to increased consumable revenue.
  • GAAP gross margin improved to 59.5% compared to 49.3% in Q1 2022 and 48.8% in Q4 2022.
  • Net loss decreased by 66% to $6.1 million compared to $18.2 million in Q1 2022.
  • Cash burn for Q1 was $9.1 million, leaving $329.4 million of unrestricted cash as of March 31, 2023.

Headline financials

Total Revenue

$28.5M

Previous: $29.6M-3.7%
EPS (adj)

-$0.16

Previous: -$0.49+67.3%
GAAP Gross Margin

59.5%

No prior period
Capital Expenditures

-$136K

Previous: -$1.39M+90.2%
Free Cash Flow

-$6.24M

Previous: -$19.5M+68.1%
Net Income

-$6.1M

Previous: -$18.2M+66.4%
Operating Income

-$9.42M

Previous: -$18.2M+48.2%
Gross Profit

$16.9M

Previous: $14.6M+16.3%
Cash & Equivalents

$329M

Previous: $375M-12.1%
Total Assets

$426M

Previous: $507M-16.0%
Stock-Based Comp

$3.94M

Previous: $3.8M+3.7%

Revenue & EPS history

Quanterix · Revenue · Quarterly

$28.5M

Q1 2023-3.7%vs Q1 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Quanterix · $28.1M total across 3 segments · Q1 2023

  • Product Revenue
    $19.3M
  • Service and Other Revenue
    $8.58M
  • Grant Revenue
    $222K

Forward guidance

Quanterix anticipates revenues to be in the range of $104 to $111 million. They expect GAAP gross margin percentage to be in the high 40s and non-GAAP gross margin percentage to be in the mid 40s. Expected cash burn for 2023 is unchanged, and they expect an approximately 10% improvement over 2022.

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 2023

Historical avgQ1 2023

-3.6%

Avg return

Earnings day

-5.0%

Avg return

5 days after

-1.1%

Avg return

30 days after

30%

10 / 33 earnings

Positive

+18.1%

Q3 2020

Best reaction

-57.3%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%-15.2%-0.6%
Q4 2025-7.1%-20.1%-40.1%
Q3 2025-2.0%+12.1%+47.5%
Q1 2025-19.3%-16.4%+8.0%
Q4 2024-1.8%-0.8%-29.3%
Q3 2024-19.0%-25.3%-27.1%
Q2 2024-13.5%-11.7%-5.0%
Q1 2024-1.7%-0.7%-7.0%
Q4 2023-2.8%+20.1%+0.3%
Q3 2023-1.7%-10.6%+1.2%
Q2 2023+11.0%+9.5%+15.4%
Q1 2023+1.9%-6.8%+33.5%
Q4 2022+5.9%-1.4%-1.6%
Q3 2022-2.1%+31.4%+35.9%
Q2 2022-57.3%-40.1%-45.8%
Q1 2022-16.6%+1.6%-6.1%
Q4 2021-3.1%-11.9%-13.5%
Q3 2021+3.1%-1.5%-32.6%
Q2 2021-5.0%-6.7%-6.4%
Q1 2021+0.7%-10.2%+3.4%
Q4 2020-20.8%-18.5%-25.7%
Q3 2020+18.1%+6.9%+11.5%
Q2 2020+8.5%+2.6%+1.3%
Q1 2020+3.8%-3.5%-4.1%
Q4 2019-7.0%-20.3%+7.8%
Q3 2019+16.8%+10.2%+23.8%
Q2 2019-5.4%-17.5%-17.3%
Q1 2019-4.0%-8.5%+28.0%
Q4 2018-1.1%-2.7%+10.3%
Q3 2018-0.1%-4.6%+7.0%
Q2 2018-1.3%-0.5%-0.9%
Q1 2018+4.0%+3.5%-7.4%
Q4 2017-1.2%-8.6%-1.7%
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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