NASDAQ$TXG

10X Genomics Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Revenue increased but operating loss widened due to increased operating expenses.

10x Genomics reported an 8% increase in revenue compared to the corresponding period of 2021. The increase was primarily the result of increased consumables revenue driven by growth in cumulative instruments sold and increased instrument revenue driven by sales of Chromium X Series instruments. Operating loss was $41.7 million, as compared to $10.2 million for the corresponding prior year period.

  • Revenue was $114.5 million for the first quarter, representing an 8% increase over the corresponding period of 2021.
  • Showcased robust product roadmap at Xperience 2022 for the Chromium and Visium platforms and provided a first look into Xenium, the company's forthcoming In Situ platform.
  • Launched two new products for fixed RNA profiling and nuclei isolation, designed to improve sample preparation and broaden the adoption of Chromium, the leading platform for single cell analysis.
  • Maintaining its full year 2022 revenue guidance of $600 million to $630 million, representing 22% to 28% growth over full year 2021 revenue.

Headline financials

Total Revenue

$114M

Previous: $106M+8.2%
EPS (adj)

-$0.38

Previous: -$0.11-245.5%
Capital Expenditures

-$28.1M

Previous: -$38.9M+27.6%
Free Cash Flow

-$70.5M

Previous: -$50.4M-39.9%
Net Income

-$42.4M

Previous: -$11.6M-267.2%
Operating Income

-$41.7M

Previous: -$10.2M-308.5%
Gross Profit

$89M

Previous: $88.8M+0.3%
Cash & Equivalents

$312M

Previous: $617M-49.4%
Total Assets

$1B

Previous: $954M+5.2%
Stock-Based Comp

$26M

Previous: $16.2M+61.0%

Revenue & EPS history

10X Genomics · Revenue · Quarterly

$114M

Q1 2022+8.2%vs Q1 2021
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

10X Genomics · $149M total across 4 segments · Q3 2023

  • Single Cell Consumables
    $100M
  • Spatial Instruments
    $22.7M
  • Spatial Consumables
    $14.1M
  • Single Cell Instruments
    $12.2M

Forward guidance

10x Genomics is maintaining its full year 2022 revenue guidance of $600 million to $630 million, representing 22% to 28% growth over full year 2021 revenue.

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 2022

Historical avgQ1 2022

+2.1%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+2.0%

Avg return

30 days after

58%

15 / 26 earnings

Positive

+17.3%

Q3 2025

Best reaction

-21.9%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.6%-5.9%+38.4%
Q4 2025+3.5%+11.8%+7.3%
Q3 2025+17.3%+28.4%+36.7%
Q1 2025+1.3%+5.7%+9.2%
Q4 2024-0.5%+0.6%-13.8%
Q3 2024+4.0%+3.0%-2.4%
Q2 2024+12.7%+18.8%+18.8%
Q1 2024-5.2%-3.2%-21.1%
Q4 2023+0.8%-1.3%-24.4%
Q3 2023+15.7%+13.7%+33.3%
Q2 2023-4.5%-7.7%-7.9%
Q1 2023+5.9%+5.5%+5.7%
Q4 2022+14.8%+15.2%+7.5%
Q3 2022+13.0%+9.5%+38.1%
Q2 2022+5.4%+13.2%-24.0%
Q1 2022-0.5%-6.4%-10.6%
Q4 2021-15.0%-14.4%-26.7%
Q3 2021+12.7%+7.7%-14.9%
Q2 2021-1.8%-3.3%+3.7%
Q1 2021-21.9%-27.1%-2.6%
Q4 2020-3.1%-7.1%-7.6%
Q3 2020+1.8%+3.3%+11.4%
Q2 2020+0.6%+6.0%+17.1%
Q1 2020-0.4%-6.0%+3.1%
Q4 2019-2.1%-11.4%-40.6%
Q3 2019+3.1%+10.3%+17.3%
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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