NYSE$MYO

Myomo Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported an 18% increase in Q4 total revenue and a record backlog driven by Medicare Part B patients.

Myomo reported Q4 2023 financial results with a total revenue of $4.8 million, up 18% year-over-year. The company saw a record 183 MyoPro orders and insurance authorizations, and a record backlog of 230 patients. Gross margin was 65.3%.

  • Total revenue was $4.8 million, up 18% year-over-year.
  • MyoPro orders and insurance authorizations increased by 87% to 183 units.
  • Record backlog of 230 patients as of December 31, 2023, up 40% year-over-year.
  • Gross margin was 65.3%, an increase of 30 basis points.

Headline financials

Total Revenue

$4.76M

Previous: $4.04M+17.7%
EPS (adj)

-$0.07

Previous: -$0.29+75.9%
Capital Expenditures

$31.7K

Previous: $3.39K+835.5%
Net Income

-$2.46M

Previous: -$2.17M-13.5%
Operating Income

-$2.43M

Previous: -$2.23M-9.1%
Gross Profit

$3.1M

Previous: $2.63M+18.2%
R&D Expense

$878K

No prior period
Stock-Based Comp

$334K

Previous: $273K+22.2%

Revenue & EPS history

Myomo · Revenue · Quarterly

$4.76M

Q4 2023+17.7%vs Q4 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Myomo expects revenue for the first quarter of 2024 to be in the range of $4.1 million to $4.3 million. The company anticipates full year 2024 revenue to be between $28 million and $30 million and believes that reaching operating cash flow breakeven on a quarterly basis by the fourth quarter of 2024 is achievable.

Tailwinds

  • Revenue for the first quarter 2024 is expected to be in the range of $4.1 million to $4.3 million, with growth expected to accelerate through the remainder of the year.
  • Revenues from Medicare Part B patients are expected to be more significant beginning in the second quarter.
  • Hiring staff to increase clinical, reimbursement and manufacturing capacity to serve Medicare Part B patients.
  • Targeting 50 to 60 new employees on board by the end of the second quarter.
  • Opportunity to generate $28 million to $30 million in revenue in 2024, with second half revenues much higher than the first half.

Headwinds

  • Ability to obtain sufficient reimbursement from third-party payers for our products.
  • Ability to navigate factors both within and outside our control to grow revenues sufficiently to achieve operating cash flow breakeven on a quarterly basis.
  • Revenue concentration with a particular insurance payer as a result of focusing our efforts on patients with insurers who have previously reimbursed for the MyoPro.
  • Ability to continue normal operations and patient interactions without supply chain disruption in order to deliver and fit our custom-fabricated devices.
  • Dependence upon external sources for the financing of our operations, to the extent that we do not achieve or maintain cash flow breakeven.

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

-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

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