NASDAQ$TXG

10X Genomics Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

10x Genomics reported a decrease in revenue and net loss for the fourth quarter of 2024 compared to the previous year.

10x Genomics experienced a 10% decrease in revenue for Q4 2024, totaling $165.0 million, and a net loss of $49.0 million, which remained consistent with the prior year. Despite the revenue decline, the company improved its gross margin and reduced operating expenses.

  • Fourth quarter 2024 revenue decreased by 10% to $165.0 million compared to $184.0 million in Q4 2023.
  • Net loss for Q4 2024 was $49.0 million, unchanged from Q4 2023.
  • Gross margin improved to 67% in Q4 2024 from 63% in Q4 2023, primarily due to a change in product mix.
  • Operating expenses decreased by 6% to $160.8 million in Q4 2024, driven by lower in-process research and development expense, partially offset by increased outside litigation expenses.

Headline financials

Total Revenue

$165M

Previous: $184M-10.3%
EPS (adj)

-$0.40

Previous: -$0.24-66.7%
Gross Margin

67.0%

Previous: 63.0%+6.3%
Stock-based Compensation Expense

$32.5M

Previous: $38.9M-16.4%
Capital Expenditures

-$2.72M

Previous: -$3.45M+21.3%
Net Income

-$49M

Previous: -$49M-0.1%
Operating Income

-$49.8M

Previous: -$55.2M+9.7%
Gross Profit

$111M

Previous: $116M-4.2%
R&D Expense

$67M

Previous: $55.6M+20.6%

Revenue & EPS history

10X Genomics · Revenue · Quarterly

$165M

Q4 2024-10.3%vs Q4 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 expects full year 2025 revenue to be in the range of $610 million to $630 million, representing 0% to 3% growth over full year 2024.

Tailwinds

  • Guidance implies double-digit growth for Chromium reactions.
  • Guidance implies double-digit growth for overall spatial revenue.
  • Company aims to deliver consistent execution in 2025.
  • Strong conviction in the large market opportunity ahead.
  • Launched major new products across all three platforms in 2024.

Headwinds

  • Guidance range of 0% to 3% growth is relatively modest.
  • Current uncertainty within U.S. academic research is noted.
  • Revenue growth is projected to be flat to slightly positive.
  • No specific financial targets beyond revenue growth were provided.
  • The company's performance in 2024 saw a revenue decrease.

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 Q4 2024

Historical avgQ4 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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