NYSE$MYO

Myomo Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Myomo's Q3 2023 earnings featured record product revenue and authorizations.

Myomo reported a 28% increase in total revenue to $5.1 million for Q3 2023, driven by a 27% increase in product revenue to $5.0 million. The company also saw a 20% increase in MyoPro orders and insurance authorizations, and a gross margin of 68.7%, up 220 basis points.

  • Total revenue increased by 28% to $5.1 million.
  • Product revenue increased by 27% to $5.0 million.
  • MyoPro orders and insurance authorizations increased by 20% to 156 units.
  • Gross margin increased by 220 basis points to 68.7%.

Headline financials

Total Revenue

$5.08M

Previous: $3.97M+28.0%
EPS (adj)

-$0.06

Previous: -$0.40+85.0%
Revenue Units

119

Previous: 87+36.8%
Cost Per Pipeline Add

$2.16K

No prior period
Capital Expenditures

-$114K

Previous: -$108K-5.3%
Free Cash Flow

-$2.14M

Previous: -$2.94M+27.1%
Net Income

-$2.03M

Previous: -$2.83M+28.3%
Operating Income

-$2.02M

Previous: -$2.82M+28.2%
Gross Profit

$3.49M

Previous: $2.64M+32.3%
Cash & Equivalents

$6.91M

Previous: $7.42M-6.9%
Total Assets

$17.1M

Previous: $12.2M+40.3%
R&D Expense

$717K

No prior period
Stock-Based Comp

$330K

Previous: $306K+8.1%

Revenue & EPS history

Myomo · Revenue · Quarterly

$5.08M

Q3 2023+28%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Myomo anticipates another strong quarter for insurance authorizations and orders for the MyoPro, with full year product revenue growth expected to be consistent with the growth rate through the first nine months of the year, within the target range of 20-30%.

Tailwinds

  • Expected strong quarter of insurance authorizations and orders for MyoPro.
  • Positioned for year-over-year product revenue growth for the fourth quarter.
  • Full year product revenue growth expected to be consistent with the growth rate through the first nine months of the year.
  • Targeting 20-30% growth for the full year.
  • Large patient pipeline entering the fourth quarter.

Headwinds

  • Realized revenue for the quarter will depend on payer mix.
  • Timing of MyoPro deliveries will impact revenue.
  • Receipt of reimbursement payments from insurers will affect revenue.
  • Backlog up modestly on a sequential basis.
  • Unspecified number of ‘in-quarter’ fill orders assumed.

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 Q3 2023

Historical avgQ3 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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