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Jun 30, 2024

Neuropace Q2 2024 Earnings Report

Revenue increased driven by RNS System sales and gross margin expanded due to increased production and sales of RNS products.

Key Takeaways

NeuroPace reported a 17% increase in revenue to $19.3 million for Q2 2024, driven by increased sales of the RNS System. The gross margin expanded to 73.4%. The company decreased cash burn to $4.0 million, demonstrating operating discipline and increased full-year 2024 revenue guidance to $76 million to $78 million.

Total revenue increased by 17% to $19.3 million compared to Q2 2023.

Gross margin expanded to 73.4% compared to 72.5% in Q2 2023.

Cash burn decreased to $4.0 million compared to $4.4 million in Q2 2023.

Full-year 2024 revenue guidance increased to $76 million to $78 million.

Total Revenue
$19.3M
Previous year: $16.5M
+16.6%
EPS
-$0.26
Previous year: -$0.36
-27.8%
Gross Profit Margin
73.4%
Gross Profit
$14.1M
Previous year: $12M
+18.1%
Cash and Equivalents
$12.8M
Previous year: $7.86M
+63.5%
Free Cash Flow
-$3.96M
Previous year: -$4.36M
-9.1%
Total Assets
$94.4M
Previous year: $102M
-7.7%

Neuropace

Neuropace

Forward Guidance

NeuroPace expects revenue growth to be primarily driven by increasing sales of its RNS System and higher sales of DIXI Medical stereo EEG products. Total revenue to range between $76 million and $78 million, representing growth of 16% to 19% over 2023. Gross margin to range between 72% and 74%. Total operating expenses to range between $80 million and $84 million, including approximately $12 million in stock-based compensation, a noncash expense

Positive Outlook

  • Total revenue to range between $76 million and $78 million
  • Revenue growth of 16% to 19% over 2023
  • Gross margin to range between 72% and 74%
  • Driven by increasing sales of its RNS System
  • Higher sales of DIXI Medical stereo EEG products

Challenges Ahead

  • Total operating expenses to range between $80 million and $84 million
  • Includes approximately $12 million in stock-based compensation
  • Uncertainties related to market acceptance and adoption of NeuroPace’s RNS System
  • Risks related to the pricing of the RNS System and availability of adequate reimbursement
  • Reliance on contractors and other third parties, including single-source suppliers and vendors