NASDAQ$VCYT

Veracyte Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Veracyte reported strong Q4 2023 results with revenue growth driven by Afirma and Decipher businesses.

Veracyte announced a 22% increase in fourth-quarter revenue, reaching $98.2 million. The company's testing revenue grew by 29%, driven by the strong performance of Decipher Prostate and Afirma tests. Veracyte is focused on leveraging its Veracyte Diagnostics Platform to drive revenue growth and expects to achieve positive cash flow for the third consecutive year.

  • Total test volume increased to 33,836 in Q4 2023.
  • Endocrinology offering enhanced with TERT promoter mutation testing for Afirma and Afirma GRID research tool.
  • Decipher Prostate evidence base strengthened with additional publications and abstracts.
  • C2i Genomics Inc. acquired, adding whole-genome minimal residual disease (MRD) capabilities.

Headline financials

Total Revenue

$98.2M

Previous: $80.3M+22.3%
EPS (adj)

$0.05

Previous: -$0.05+200.0%
Testing Volume

33.8K

Previous: 28.0K+20.8%
Capital Expenditures

-$2.5M

Previous: $1.87M-233.4%
Net Income

-$28.3M

Previous: -$3.84M-636.0%
Operating Income

-$35.5M

Previous: -$5.42M-555.1%
Gross Profit

$64.8M

Previous: $48.7M+33.0%
R&D Expense

$18.7M

No prior period
Stock-Based Comp

$7.51M

Previous: $6.87M+9.4%

Revenue & EPS history

Veracyte · Revenue · Quarterly

$98.2M

Q4 2023+22.3%vs Q4 2022
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Veracyte · $90.1M total across 3 segments · Q3 2023

  • Testing Revenue
    $82M+27.0%
  • Biopharmaceutical and Other
    $4.08M-47.1%
  • Product Revenue
    $4.02M+21.3%

Forward guidance

The company is maintaining full-year 2024 total revenue guidance of $394 million to $402 million and consistent with prior guidance, expects cash, cash equivalents and short-term investments at the end of the year to be $230 million to $234 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 Q4 2023

Historical avgQ4 2023

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro