NASDAQ$TXG

10X Genomics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a revenue increase driven by consumables and highlighted product launches amidst a challenging macro environment.

10x Genomics reported a 4% increase in revenue for Q2 2024, primarily driven by consumables. The company saw strong demand for spatial and single cell consumables, fueled by product launches earlier in the year. They are updating the outlook for the full year 2024, now expecting revenue to be in the range of $640 million to $660 million.

  • Revenue was $153.1 million, a 4% increase year-over-year.
  • Gross margin was flat year-over-year at 68%.
  • Operating loss was $41.7 million, improved from $63.4 million in the prior year period.
  • Began shipping Xenium Prime 5K with enhanced chemistry and multimodal cell segmentation.

Headline financials

Total Revenue

$153M

Previous: $147M+4.3%
EPS

-$0.32

Previous: -$0.53+39.6%
Capital Expenditures

-$5.79M

Previous: -$29.9M+80.7%
Free Cash Flow

-$43.7M

Previous: -$92.3M+52.7%
Net Income

-$37.9M

Previous: -$62.4M+39.3%
Operating Income

-$41.7M

Previous: -$63.4M+34.1%
Gross Profit

$104M

Previous: $99.6M+4.6%
R&D Expense

$62.9M

No prior period
Stock-Based Comp

$38.5M

Previous: $45.7M-15.8%

Revenue & EPS history

10X Genomics · Revenue · Quarterly

$153M

Q2 2024+4.3%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
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 updating its outlook for the full year 2024. The company now expects revenue to be in the range of $640 million to $660 million versus a prior range of $670 million to $690 million. The updated range represents 3% to 7% growth over full year 2023 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 Q2 2024

Historical avgQ2 2024

+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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