NASDAQ$SGHT

Sight Sciences Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Sight Sciences' performance was driven by strong surgeon adoption and utilization of OMNI, with revenue increasing and gross margin expanding.

Sight Sciences reported a strong third quarter with record revenue of $13.1 million, a 51% increase compared to the prior year. The company saw significant growth in surgical glaucoma revenue and expanded its gross margin to 84%. However, operating expenses also increased, resulting in a net loss of $17.2 million.

  • Total revenue reached a record $13.1 million, a 51% increase year-over-year.
  • Gross margin expanded to 84% compared to 70% in the prior year period.
  • Surgical Glaucoma revenue increased by 58% year-over-year, driven by increased adoption and utilization of OMNI.
  • The Centers for Medicare and Medicaid Services (CMS) published the final reimbursement rules for CPT code 66174, which is used to report OMNI procedures.

Headline financials

Total Revenue

$13.1M

Previous: $8.65M+51.4%
EPS (adj)

-$0.43

Previous: -$0.23-86.1%
Total Gross Margin

84.0%

Previous: 70.0%+20.0%
Operating Expenses

$25.1M

Previous: $13.4M+87.3%
Capital Expenditures

-$656K

No prior period
Free Cash Flow

-$17.8M

No prior period
Net Income

-$17.2M

Previous: -$8.1M-112.0%
Operating Income

-$14M

Previous: -$7.36M-90.8%
Gross Profit

$11M

Previous: $6.03M+83.0%
Cash & Equivalents

$271M

No prior period
Total Assets

$291M

No prior period
Stock-Based Comp

$1.9M

No prior period

Revenue & EPS history

Sight Sciences · Revenue · Quarterly

$13.1M

Q3 2021+51.4%vs Q3 2020
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

Sight Sciences · $13.1M total across 2 segments · Q3 2021

  • Interventional Glaucoma
    $12.4M+59.0%
  • Interventional Dry Eye
    $700K-12.5%

Forward guidance

Sight Sciences projects revenue for the full year 2021 to range from $47.5 million to $48.5 million, which represents approximately 74% growth compared to 2020.

Tailwinds

  • Projected full year revenue growth of approximately 74% compared to 2020.
  • Strong surgeon adoption and utilization of OMNI.
  • Continued development of the Standalone MIGS segment.
  • Submitted a 510(k) for TearCare® seeking an expanded indication for use for dry eye disease due to MGD.
  • Advancing clinical studies to support market access initiatives among Medicare and commercial payors.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2021

Historical avgQ3 2021

+3.0%

Avg return

Earnings day

+4.0%

Avg return

5 days after

+5.0%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+60.9%

Q3 2022

Best reaction

-26.9%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%+22.6%+2.5%
Q4 2025-26.9%-25.9%-34.9%
Q3 2025+16.0%+54.4%+61.0%
Q1 2025+1.3%+8.3%+38.6%
Q4 2024+2.9%+15.3%-5.0%
Q3 2024-17.1%-17.1%-24.1%
Q2 2024-18.9%-29.4%-13.0%
Q1 2024+6.6%+1.1%+17.4%
Q4 2023+6.8%-4.4%+21.4%
Q3 2023+19.8%+2.0%+54.1%
Q2 2023+11.0%+4.1%-16.0%
Q1 2023-0.4%+0.6%-25.1%
Q4 2022+4.9%-2.3%-5.8%
Q3 2022+60.9%+50.4%+72.9%
Q2 2022-3.9%-16.1%-26.2%
Q1 2022+11.2%+23.9%+59.2%
Q4 2021-10.1%-6.1%-45.5%
Q3 2021-2.4%-5.8%-20.6%
Q2 2021-4.7%+0.1%-15.9%
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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