NASDAQ$TBRG

TruBridge Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

CPSI's first quarter results were announced, showcasing revenue growth and strategic focus on RCM business.

CPSI reported an 11% increase in total revenue compared to Q1 2022, driven by a 20% growth in TruBridge revenue cycle management (RCM) revenue. The company's strategy to focus on the RCM business is gaining traction, with RCM bookings growing by 41%.

  • Total revenue increased by 11% compared to the first quarter of 2022.
  • TruBridge RCM revenue grew by 20% compared to the first quarter of 2022.
  • RCM revenue accounted for 56% of CPSI's total revenue.
  • The company saw continued success in winning new clients and cross-selling RCM solutions.

Headline financials

Total Revenue

$86.2M

Previous: $77.9M+10.7%
EPS (adj)

$0.58

Previous: $0.81-28.4%
Capital Expenditures

-$16K

Previous: -$27K+40.7%
Free Cash Flow

$3.07M

Previous: $8.09M-62.1%
Net Income

$3.08M

Previous: $8.11M-62.0%
Operating Income

$6.3M

Previous: $8.99M-29.9%
Gross Profit

$42.1M

Previous: $39.8M+5.6%
Cash & Equivalents

$6.82M

Previous: $16M-57.3%
Total Assets

$437M

Previous: $440M-0.8%
Stock-Based Comp

$1.25M

Previous: $1.72M-27.4%

Revenue & EPS history

TruBridge · Revenue · Quarterly

$86.2M

Q1 2023+10.7%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

CPSI's first quarter 2023 results position them well to achieve their 2023 outlook.

Tailwinds

  • Strategy to shift focus towards RCM business gaining traction.
  • RCM pipeline strengthened.
  • RCM bookings grew by 41%.
  • Nearly half of RCM bookings came from cross-sell opportunities.
  • Momentum in RCM business is a result of strengthening relationships with loyal EHR customer base, prioritizing the enhancement of sales team, and committing to continued growth.

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

-1.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+1.7%

Avg return

30 days after

44%

28 / 64 earnings

Positive

+27.3%

Q2 2024

Best reaction

-29.8%

Q2 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%+0.2%+1.0%
Q4 2025+0.5%+17.1%+76.1%
Q3 2025+0.8%+5.0%+19.6%
Q1 2025-2.0%-2.2%-6.6%
Q4 2024+7.6%-1.6%-10.3%
Q3 2024+3.9%+20.1%+40.8%
Q2 2024+27.3%+27.5%+25.3%
Q1 2024+5.3%+6.4%+13.7%
Q4 2023+3.3%-10.4%+3.6%
Q3 2023-13.4%-18.0%-22.8%
Q2 2023-21.2%-24.6%-45.0%
Q1 2023-8.2%-7.2%-3.6%
Q4 2022+1.2%+6.1%-2.4%
Q3 2022-19.7%-15.9%-9.3%
Q2 2022-12.3%-8.0%-10.1%
Q1 2022+0.3%-1.0%+2.1%
Q4 2021+5.4%+6.6%+20.6%
Q3 2021-9.0%-13.3%-19.6%
Q2 2021+7.1%+7.9%+12.2%
Q1 2021-3.1%+3.7%+7.5%
Q4 2020-5.0%-12.3%-4.6%
Q3 2020-0.2%+8.0%+1.1%
Q2 2020+10.4%+6.9%+2.0%
Q1 2020-11.9%+3.0%+1.5%
Q4 2019+21.2%+15.3%-18.5%
Q3 2019+15.5%+15.2%+12.5%
Q2 2019-12.0%-7.4%-14.9%
Q1 2019-11.3%-5.8%-14.7%
Q4 2018+14.9%+14.5%+2.6%
Q3 2018+7.6%+12.2%+6.7%
Q2 2018-14.8%-12.3%-11.9%
Q1 2018-1.0%+2.7%+8.6%
Q4 2017+3.9%+3.4%+2.7%
Q3 2017-1.9%-2.4%+1.7%
Q2 2017+5.1%+1.2%-1.2%
Q1 2017+11.5%+17.5%+28.6%
Q4 2016+18.4%+14.7%+15.1%
Q3 2016-10.7%-11.2%-7.2%
Q2 2016-29.8%-27.1%-35.1%
Q1 2016-8.9%
Q4 2015+8.0%
Q3 2015-15.1%
Q2 2015-11.8%
Q1 2015+2.2%
Q4 2014-15.5%
Q3 2014-1.4%
Q2 2014-6.4%
Q1 2014-2.9%
Q4 2013+17.1%
Q3 2013+3.1%
Q2 2013+3.9%
Q1 2013-3.9%
Q4 2012-8.7%
Q3 2012-5.9%
Q2 2012+3.7%
Q1 2011-2.8%
Q1 2012+1.2%
Q4 2009-2.5%
Q4 2011-2.5%
Q3 2010-3.1%
Q3 2011-3.1%
Q2 2011-2.6%
Q2 2010-2.6%
Q4 2010-2.6%

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