NYSE$MYO

Myomo Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported record revenue and MyoPro authorizations and orders.

Myomo reported a record revenue of $7.5 million for Q2 2024, up 26% compared to Q2 2023. The company also achieved record 213 MyoPro authorizations and orders, and added a record 550 patients to the pipeline, ending the quarter with 1,179 patients in the pipeline.

  • Product revenue was $7.5 million, up 77%.
  • Orders and insurance authorizations were received for 213 MyoPro units, up 70%.
  • 550 new candidates were added to the patient pipeline, up 35%.
  • Gross margin was 70.8%, down 100 basis points, with gross margin on product revenues up 1,030 basis points.

Headline financials

Total Revenue

$7.52M

Previous: $5.96M+26.2%
EPS

-$0.03

Previous: -$0.04+25.0%
Revenue Units

157.52

Previous: 97+62.4%
Average Selling Price

$47.5K

No prior period
Cost Per Pipeline Add

$1.55K

Previous: $2.07K-25.4%
New Pipeline Candidates

547.65

No prior period
Authorizations and Orders

213.4

No prior period
Capital Expenditures

-$179K

Previous: -$60.1K-198.3%
Free Cash Flow

-$1.3M

Previous: -$1.07M-21.1%
Net Income

-$1.12M

Previous: -$1.01M-10.6%
Operating Income

-$1.12M

Previous: -$1.1M-1.1%
Gross Profit

$5.33M

Previous: $4.28M+24.4%
R&D Expense

$1.01M

No prior period
Stock-Based Comp

-$91.9K

Previous: $280K-132.8%

Revenue & EPS history

Myomo · Revenue · Quarterly

$7.52M

Q2 2024+26.2%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Myomo expects third quarter revenue to be in the range of $8.0 million to $8.5 million. The company continues to believe its full year revenue expectation of $28 million to $30 million is achievable.

Tailwinds

  • Backlog entering the third quarter is slightly higher than the backlog entering the second quarter.
  • Velocity of revenue recognition is expected to be somewhat higher as the company is now recording revenue from Medicare Part B patients at the time of product delivery.
  • Full year revenue expectation of $28 million to $30 million is achievable.
  • Required clinical, reimbursement and manufacturing capacity is in place.
  • Efforts to position the company to achieve revenue of $10 million in the fourth quarter and for continued growth in 2025.

Headwinds

  • Increasing advertising spending to educate prospective patients in the second half of the year may impact achieving operating cash flow breakeven in the fourth quarter.
  • Ability to obtain sufficient reimbursement from third-party payers for products.
  • Ability to navigate factors both within and outside control to grow revenues sufficiently to achieve operating cash flow breakeven on a quarterly basis.
  • Revenue concentration with Medicare and with a particular insurance payer.
  • General market, economic, environmental and social factors that may affect the evaluation, fitting, delivery and sale of 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 Q2 2024

Historical avgQ2 2024

-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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