NYSE$MYO

Myomo Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Myomo's Q1 2023 financial results were released, showcasing a 20% year-over-year increase in product revenue and the successful implementation of virtual waiting room technology.

Myomo reported a decrease in total revenue by 11% due to a partial joint venture license fee payment a year ago, but product revenue increased 20% year-over-year. The company saw a record number of pipeline additions, driven by advertising efficiencies and the implementation of a virtual waiting room.

  • Product revenue increased by 20% compared to the prior year quarter, reaching $3.4 million.
  • A record 438 new candidates were added to the patient pipeline, up 54% compared to Q1 2022.
  • Cost per pipeline add decreased to $1,579, down 53% compared to the prior year quarter.
  • Gross margin was 67.0%, up 30 basis points compared with the prior-year quarter.

Headline financials

Total Revenue

$3.45M

Previous: $3.87M-10.9%
EPS (adj)

-$0.11

Previous: -$0.41+73.2%
Revenue Units

80

Previous: 71+12.7%
Cost Per Pipeline Add

$1.58K

No prior period
Capital Expenditures

-$45.1K

Previous: -$49.9K+9.6%
Free Cash Flow

-$2.69M

Previous: -$2.86M+6.1%
Net Income

-$2.64M

Previous: -$2.81M+6.1%
Operating Income

-$2.67M

Previous: -$2.74M+2.4%
Gross Profit

$2.31M

Previous: $2.58M-10.5%
Cash & Equivalents

$9.26M

Previous: $12.9M-28.4%
Total Assets

$13.7M

Previous: $18M-23.6%
Stock-Based Comp

$171K

Previous: $266K-35.8%

Revenue & EPS history

Myomo · Revenue · Quarterly

$3.45M

Q1 2023-10.9%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Myomo expects record revenue in the second quarter of 2023 and reiterates its belief that product revenue growth of between 20% to 30% is attainable in 2023.

Tailwinds

  • The company anticipates record revenue in the second quarter of 2023.
  • Product revenue growth of between 20% to 30% is expected in 2023.
  • The remaining initial technology license fee was received.
  • Sequentially higher backlog is expected.
  • The company is focusing on working with payers that have previously reimbursed for MyoPro's in the past

Headwinds

  • The company has a history of operating losses and there are disclosures regarding there being substantial doubt about the company's ability to continue as a going concern.
  • The company's ability to achieve reimbursement from third-party payers for its products, including CMS for Medicare Part B patients, is uncertain.
  • The company's ability to continue to serve patients with Medicare Advantage insurance plans CMS does not cover the MyoPro is uncertain.
  • The company faces dependence upon external sources for the financing of its operations, to the extent that it does not achieve or maintain cash flow breakeven.
  • General market, economic, environmental and social factors may affect the evaluation, fitting, delivery and sale of the company's products to patients.

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 Q1 2023

Historical avgQ1 2023

-5.0%

Avg return

Earnings day

-5.9%

Avg return

5 days after

-2.6%

Avg return

30 days after

23%

8 / 35 earnings

Positive

+40.8%

Q4 2024

Best reaction

-39.2%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%-10.3%+50.1%
Q4 2025-17.6%-14.1%-13.7%
Q3 2025-3.3%-11.0%+17.8%
Q1 2025-30.8%-34.1%-38.4%
Q4 2024+40.8%+24.5%+2.9%
Q3 2024+26.8%+23.7%+52.0%
Q2 2024-10.8%-1.5%-7.6%
Q1 2024-1.7%+0.6%-6.4%
Q4 2023-13.3%+3.3%-17.1%
Q3 2023+13.9%+28.3%+158.4%
Q2 2023-0.3%+9.4%+65.6%
Q1 2023-5.6%-7.5%-13.0%
Q4 2022-3.1%-6.8%+1.4%
Q3 2022-31.6%-28.6%-59.9%
Q2 2022-6.1%-4.4%-0.6%
Q1 2022-6.4%-6.1%-20.9%
Q4 2021-39.2%-41.6%-46.5%
Q3 2021-7.6%-6.9%-25.3%
Q2 2021+15.4%+22.5%+32.7%
Q1 2021-3.5%-12.5%-0.7%
Q4 2020+1.4%+20.0%-3.2%
Q3 2020+20.7%+11.8%+39.2%
Q2 2020-1.8%+0.8%-5.6%
Q1 2020-14.6%-11.0%-18.1%
Q4 2019-20.5%-30.1%-16.7%
Q3 2019-21.0%-25.1%-32.4%
Q2 2019-0.8%-3.5%-3.7%
Q1 2019-8.3%-23.1%-37.2%
Q4 2018+6.6%+4.9%-2.5%
Q3 2018-4.2%-3.7%-18.1%
Q2 2018-5.5%-8.3%-9.6%
Q1 2018-12.0%-2.2%-10.9%
Q4 2017-3.6%-19.3%-38.2%
Q3 2017-24.9%-28.9%-64.3%
Q2 2017-5.7%-14.1%-0.3%
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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