NASDAQ$TXG

10X Genomics Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported a 5% increase in revenue compared to the corresponding period of 2021 and a 14% increase over second quarter of 2022.

10x Genomics reported revenue of $131.1 million for the third quarter of 2022, representing a 5% increase compared to the same period in 2021. The increase was primarily driven by higher volume of units sold and growth due to new customers, partially offset by unfavorable foreign exchange fluctuations. The company is maintaining its full year 2022 revenue guidance of $500 million to $520 million.

  • Revenue was $131.1 million for the third quarter, representing a 5% increase over the corresponding period of 2021 and a 14% increase over second quarter of 2022.
  • Published a preprint highlighting the power of the company's combined technologies – Chromium, Visium and Xenium – to draw important and previously inaccessible insights from human breast cancer FFPE tissue.
  • Released Xenium data and a preview of Xenium Explorer, the company's intuitive analysis and interactive visualization tool, reflecting the company's long-standing leadership and software expertise.
  • Demonstrated compatibility with two long-read sequencing partners to open up powerful new single cell and spatial applications using full-length transcripts.

Headline financials

Total Revenue

$131M

Previous: $125M+4.6%
EPS (adj)

-$0.37

Previous: -$0.15-146.7%
Capital Expenditures

-$91.9M

Previous: -$73.7M-24.8%
Free Cash Flow

-$134M

Previous: -$90.8M-47.4%
Net Income

-$41.9M

Previous: -$17.2M-144.1%
Operating Income

-$40M

Previous: -$15.9M-151.9%
Gross Profit

$101M

Previous: $101M-0.1%
Cash & Equivalents

$234M

Previous: $600M-61.0%
Total Assets

$996M

Previous: $991M+0.6%
Stock-Based Comp

$33.5M

Previous: $26M+29.1%

Revenue & EPS history

10X Genomics · Revenue · Quarterly

$131M

Q3 2022+4.6%vs Q3 2021
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 maintaining its previously announced full year 2022 revenue guidance of $500 million to $520 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 Q3 2022

Historical avgQ3 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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