NASDAQ$TXG

10X Genomics Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported a 28% increase in revenue compared to the corresponding period of 2022, driven by strong momentum in Xenium and double-digit growth of Chromium single cell consumables.

10x Genomics reported a strong second quarter with revenue of $146.8 million, a 28% increase year-over-year. The company is raising its full year 2023 revenue guidance to a range of $600 million to $620 million.

  • Revenue was $146.8 million for the second quarter, representing a 28% increase over the corresponding period of 2022.
  • Accelerated Xenium's momentum with strong shipments, multiple new curated and customizable gene panels and a major update of its onboard software to deliver even higher levels of performance.
  • Launched the Visium CytAssist Gene and Protein Expression assay, combining tissue profiling with whole transcriptome spatial analysis and high-plex protein co-detection.
  • Delivered double-digit growth of Chromium single cell consumables and increased Chromium X Series placements year over year, led by strong performance in the Americas and EMEA.

Headline financials

Total Revenue

$147M

Previous: $115M+28.1%
EPS (adj)

-$0.53

Previous: -$0.57+7.0%
Capital Expenditures

-$29.9M

Previous: -$55.4M+46.0%
Free Cash Flow

-$92.3M

Previous: -$120M+22.9%
Net Income

-$62.4M

Previous: -$64.5M+3.2%
Operating Income

-$63.4M

Previous: -$63.1M-0.4%
Gross Profit

$99.6M

Previous: $86.9M+14.6%
Cash & Equivalents

$326M

Previous: $274M+18.9%
Total Assets

$990M

Previous: $1B-1.2%
Stock-Based Comp

$45.7M

Previous: $36.3M+25.8%

Revenue & EPS history

10X Genomics · Revenue · Quarterly

$147M

Q2 2023+28.1%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

10X Genomics · $143M total across 4 segments · Q2 2023

  • Single Cell Consumables
    $101M
  • Spatial Instruments
    $18.1M
  • Single Cell Instruments
    $12.9M
  • Spatial Consumables
    $11.7M

Forward guidance

10x Genomics is raising its full year 2023 revenue guidance and now expects revenue in the range of $600 million to $620 million, representing 16% to 20% growth over full year 2022. This compares to its previous revenue guidance of $590 million to $610 million.

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 Q2 2023

Historical avgQ2 2023

+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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