•
Dec 31, 2024

BioNano Q4 2024 Earnings Report

Expected Revenue:$6.3M
-40.5% YoY
Expected EPS:-$8.4
865.5% YoY

Key Takeaways

In Q4 2024, BioNano generated $8.16 million in revenue, a 24% decline year-over-year due to discontinued clinical services revenue. However, the company improved its GAAP gross margin to 42% and reduced operating expenses to $15.36 million from $27.39 million a year earlier. The quarter ended with a net loss of $20.13 million.

Total revenue for Q4 2024 was $8.16 million, down 24% YoY.

GAAP gross margin improved to 42%, compared to 23% in Q4 2023.

Operating expenses were reduced to $15.36 million, down from $27.39 million.

Net loss for the quarter was $20.13 million.

Total Revenue
$8.16M
Previous year: $10.7M
-23.9%
Saphyr Installed Base
371
Previous year: 326
+13.8%
Gross Profit
$3.42M
Previous year: $2.44M
+40.2%
Cash and Equivalents
$9.17M
Previous year: $17.9M
-48.9%
Total Assets
$76.7M
Previous year: $214M
-64.2%

BioNano

BioNano

BioNano Revenue by Segment

Forward Guidance

BioNano expects 2025 revenue between $29.0 million and $32.0 million, with continued cost savings, expanded OGM system installations, and strong customer adoption aided by favorable reimbursement changes.

Positive Outlook

  • Revenue guidance for 2025 set between $29.0M and $32.0M
  • Q1 2025 revenue projected at $6.2M to $6.3M
  • Installation of 15 to 20 new OGM systems expected
  • Stratys system and VIA software expected to drive adoption
  • Cash runway into Q1 2026 supported by capital efficiency and debt restructuring

Challenges Ahead

  • Revenue declined 24% YoY in Q4 2024
  • Clinical services revenue discontinued, reducing overall revenue base
  • Significant net loss of $20.13M in Q4
  • Declining total assets from $214M in 2023 to $76.7M in 2024
  • Cash and equivalents dropped from $17.9M to $9.2M YoY