NASDAQ$SGHT

Sight Sciences Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and full year ended December 31, 2023, and initiated financial guidance for full year 2024.

Sight Sciences reported a decrease in fourth-quarter revenue by 9% compared to the same period in the prior year, while full-year revenue increased by 14%. The company reduced operating expenses and cash used in the quarter, and secured a new credit facility. They maintained Medicare patient access to their surgical systems and saw positive clinical trial results for their technologies.

  • Generated fourth quarter 2023 total revenue of $18.8 million, a decrease of 9% compared to the same period in the prior year.
  • Reduced fourth quarter 2023 operating expenses to $27.1 million, a reduction of $6.8 million, or 20%, compared to the same period in the prior year.
  • Reduced cash used to $6.4 million in the fourth quarter of 2023, a decrease of 57% compared to the same period in the prior year.
  • Maintained Medicare patient access to the OMNI® Surgical System and the SION® Surgical Instrument after withdrawal of final local coverage determinations.

Headline financials

Total Revenue

$18.8M

Previous: $20.5M-8.7%
EPS (adj)

-$0.22

Previous: -$0.35+37.1%
Total Gross Margin

85.2%

Previous: 82.0%+3.9%
Glaucoma Active Customers

1.1K

No prior period
Dry Eye Units Sold

5.2K

No prior period
Dry Eye Active Customers

327

No prior period
Capital Expenditures

$264K

Previous: $129K+104.7%
Net Income

-$10.7M

Previous: -$16.9M+36.8%
Operating Income

-$11.1M

Previous: -$17.1M+34.9%
Gross Profit

$16M

Previous: $16.9M-5.4%
R&D Expense

$3.43M

No prior period
Stock-Based Comp

$3.46M

Previous: $3.23M+7.0%

Revenue & EPS history

Sight Sciences · Revenue · Quarterly

$18.8M

Q4 2023-8.7%vs Q4 2022
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 projects full year 2024 revenue to range from approximately $81.0 million to $85.0 million, representing a range of 0% to 5% growth compared to 2023. The Company expects full year 2024 adjusted operating expenses of approximately $107.0 million to $110.0 million, representing a range of 0% to 3% decline compared to 2023.

Tailwinds

  • Expects double-digit revenue growth in the second half of 2024.
  • Regaining commercial momentum.
  • Expanding utilization.
  • Expanding customer base.
  • Adjusted operating expenses expected to decline by 0% to 3% compared to 2023.

Headwinds

  • Revenue growth for full year 2024 is projected to be between 0% and 5%.
  • Guidance is subject to significant risks and uncertainties.
  • Assumes no meaningful changes to the Company's business prospects.
  • Higher first quarter adjusted operating expenses expected primarily due to higher legal expenses for pending litigation.
  • Changes in the reimbursement environment, including coverage decisions and reimbursement rates.

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 Q4 2023

Historical avgQ4 2023

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro