NASDAQ$VCYT

Veracyte Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Veracyte's revenue increased by 16% to $34.5 million and genomic testing volume grew by 14% to 13,130 tests.

Veracyte announced a 16% increase in revenue to $34.5 million for the fourth quarter of 2020, with a 14% growth in genomic testing volume. The company is set to acquire Decipher Biosciences to expand its reach in cancer genomic diagnostics. Multiple new product launches are planned for 2021, including a noninvasive nasal swab test and Percepta Genomic Atlas in lung cancer.

  • Total revenue increased by 16% to $34.5 million.
  • Gross margin was 68%, an increase of 2 percentage points.
  • Genomic testing and product volume increased by 14% to 13,130 tests.
  • Net loss per common share was $0.14, compared to $0.15.

Headline financials

Total Revenue

$34.5M

Previous: $29.7M+16.2%
EPS (adj)

-$0.14

Previous: -$0.15+6.7%
Testing Volume

13.1K

Previous: 10.8K+21.1%
Capital Expenditures

$888K

Previous: $1.1M-19.3%
Free Cash Flow

$1.37M

Previous: $690K+99.0%
Net Income

-$8.04M

Previous: -$7.46M-7.9%
Operating Income

-$8.07M

Previous: -$8.2M+1.5%
Gross Profit

$23.5M

Previous: $20.1M+17.1%
Cash & Equivalents

$349M

Previous: $159M+119.3%
Total Assets

$457M

Previous: $275M+66.1%
Stock-Based Comp

$3.64M

Previous: $2.84M+28.1%

Revenue & EPS history

Veracyte · Revenue · Quarterly

$34.5M

Q4 2020+16.2%vs Q4 2019
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Veracyte · $34.5M total across 3 segments · Q4 2020

  • Testing Revenue
    $31.5M+10.3%
  • Product Revenue
    $2.7M+192.1%
  • Biopharmaceutical and Other
    $343K+37.2%

Forward guidance

Veracyte expects total combined revenue in 2021 to be approximately $190 million to $200 million, representing growth of approximately 65% over 2020 at the midpoint of the range, pending the completion of the acquisition of Decipher Biosciences, which is assumed to occur by April 1, 2021.

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 2020

Historical avgQ4 2020

+1.8%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+5.4%

Avg return

30 days after

50%

23 / 46 earnings

Positive

+28.8%

Q2 2024

Best reaction

-22.4%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+24.9%+20.4%+47.7%
Q4 2025+8.4%-1.8%-16.0%
Q3 2025-9.4%-7.3%-3.1%
Q1 2025+1.3%-5.0%-11.0%
Q4 2024-15.0%-11.7%-21.0%
Q3 2024+3.9%+8.2%+22.8%
Q2 2024+28.8%+39.4%+41.8%
Q1 2024-3.8%+2.2%+2.3%
Q4 2023-9.6%-3.7%-14.1%
Q3 2023-2.3%-6.3%+5.6%
Q2 2023+7.9%+1.5%+2.2%
Q1 2023+8.2%+6.7%+24.2%
Q4 2022+5.3%+6.6%-3.3%
Q3 2022+17.3%+19.8%+41.1%
Q2 2022-3.0%+8.1%-23.3%
Q1 2022+4.0%-14.6%-15.6%
Q4 2021+4.1%-8.1%+6.8%
Q3 2021-9.5%-5.2%-22.4%
Q2 2021+13.0%+13.1%+21.0%
Q1 2021-10.1%-17.6%-19.9%
Q4 2020-6.5%-15.5%-30.4%
Q3 2020+10.3%+23.9%+58.9%
Q2 2020+18.2%+6.7%+9.4%
Q1 2020-0.1%-2.6%-4.4%
Q4 2019-2.3%+3.7%+3.3%
Q3 2019-15.6%-19.0%-1.8%
Q2 2019-2.8%-13.8%-7.3%
Q1 2019+9.1%+6.6%+8.5%
Q4 2018+9.1%+2.5%+20.1%
Q3 2018+20.4%+47.9%+30.6%
Q2 2018+8.6%+4.0%+15.6%
Q1 2018-2.1%+0.5%+26.2%
Q4 2017+1.0%+0.3%-6.7%
Q3 2017-22.4%-24.8%-24.8%
Q2 2017-2.1%-1.3%-4.8%
Q1 2017-0.5%-8.1%-0.5%
Q4 2016+12.0%+17.8%+18.5%
Q3 2016-1.9%+5.3%+19.2%
Q2 2016-0.2%+1.2%+14.4%
Q1 2016+1.1%
Q4 2015-8.8%
Q3 2015-1.0%
Q2 2015-7.9%
Q1 2015+7.2%
Q4 2014-10.9%
Q2 2013+5.8%
Q4 2013
Q3 2012
Q2 2012

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