NASDAQ$SGHT

Sight Sciences Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported financial results for the third quarter of 2024 and updated its adjusted operating expenses guidance for full year 2024.

Sight Sciences reported a 1% increase in revenue to $20.2 million for Q3 2024. Surgical Glaucoma revenue increased by 1%, while Dry Eye revenue decreased by 4%. The company generated positive cash flow of $0.4 million and updated its full year adjusted operating expenses guidance to $104.0 million - $106.0 million.

  • Total revenue reached $20.2 million, a 1% increase compared to the same period last year.
  • Positive cash flow of $0.4 million was generated, a significant improvement from the $10.0 million cash used in Q3 2023.
  • Five MACs published Final LCDs confirming Medicare coverage for cataract surgery performed with a single MIGS procedure.
  • Company maintains its revenue guidance expectations for full year 2024 of approximately $81.0 million to $83.0 million.

Headline financials

Total Revenue

$20.2M

Previous: $20M+0.7%
EPS

-$0.22

Previous: -$0.27+18.5%
Total Gross Margin

84.0%

Previous: 86.6%-3.0%
Adjusted Operating Expenses

$23.8M

No prior period
Capital Expenditures

-$248K

Previous: -$527K+52.9%
Free Cash Flow

-$11.3M

Previous: -$13.6M+16.6%
Net Income

-$11.1M

Previous: -$13M+15.1%
Operating Income

-$11.2M

Previous: -$13.4M+16.3%
Gross Profit

$16.9M

Previous: $17.3M-2.5%
Cash & Equivalents

$119M

Previous: $145M-17.9%
Total Assets

$144M

Previous: $177M-18.7%
R&D Expense

$4.75M

Previous: $4.24M+12.0%
Stock-Based Comp

$4.31M

Previous: $3.86M+11.7%

Revenue & EPS history

Sight Sciences · Revenue · Quarterly

$20.2M

Q3 2024+0.7%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Sight Sciences · $20M total across 2 segments · Q3 2023

  • Interventional Glaucoma
    $18.4M+7.6%
  • Interventional Dry Eye
    $1.6M+0.0%

Forward guidance

Sight Sciences maintains its revenue guidance expectations for full year 2024 of approximately $81.0 million to $83.0 million. The Company revises its guidance expectations for adjusted operating expenses for full year 2024 to approximately $104.0 million to $106.0 million.

Tailwinds

  • Company continues to expect double-digit Surgical Glaucoma revenue growth in the fourth quarter of 2024 compared to the same period in the prior year as it regains commercial momentum and expands utilization and its customer base.

Headwinds

  • Company acknowledges headwinds to growth in the total number of MIGS devices used in MIGS procedures due to the Final LCDs’ limitations on multiple MIGS used in a single surgery effective mid-quarter.
  • Company acknowledges the slower than expected recovery in Surgical Glaucoma utilization and active accounts experienced in the third quarter of 2024.
  • Company expects Dry Eye revenue for the fourth quarter 2024 to be less than $0.5 million.
  • Dry Eye revenue is still expected to decrease following the implementation of an increase in dry eye pricing effective October 1, 2024, which is expected to have a significant negative impact on cash-pay procedure volumes in the fourth quarter of 2024, before the Company expects a return to growth in 2025 with market access wins.

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 2024

Historical avgQ3 2024

+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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