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Dec 31, 2024

Quantum-Si Q4 2024 Earnings Report

Quantum-Si reported its first quarterly revenue exceeding $1 million, driven by increased commercialization efforts and new product launches.

Key Takeaways

Quantum-Si achieved a milestone in Q4 2024 with revenue reaching $1.2 million, a substantial increase from the previous year. The company recorded a net loss of $33.1 million, reflecting higher operating expenses as commercialization efforts ramped up. Gross profit was $0.6 million, with a gross margin of 51%. The company also raised over $86 million in capital to extend its cash runway into the second half of 2027.

First-ever quarterly revenue over $1 million at $1.2 million.

Net loss widened to $33.1 million due to increased commercialization costs.

Gross margin stood at 51% for the quarter.

Successfully raised over $86 million in capital to fund future growth.

Total Revenue
$1.19M
Previous year: $400K
+198.0%
EPS
-$0.23
Previous year: -$0.16
+43.8%
Adjusted EBITDA
-$25.1M
Previous year: -$25.1M
+0.3%
Total Operating Expenses
$31.3M
Previous year: $28.1M
+11.3%
Gross Profit
$610K
Previous year: $178K
+242.7%
Cash and Equivalents
$49.2M
Previous year: $134M
-63.2%
Total Assets
$248M
Previous year: $298M
-16.9%

Quantum-Si

Quantum-Si

Forward Guidance

Quantum-Si expects significant revenue growth in 2025, driven by expanded commercialization efforts, new product launches, and strategic partnerships.

Positive Outlook

  • Launch of Platinum® Pro instrument expected to drive sales.
  • Avantor North American distribution partnership coming online in Q1 2025.
  • Expansion of international distribution network for broader reach.
  • Strong pipeline of scientific data and new product releases expected.
  • Cash runway extended into the second half of 2027.

Challenges Ahead

  • Operating expenses expected to remain high due to commercialization ramp-up.
  • Potential pricing pressure from market competition.
  • Volatility in gross margin due to product mix fluctuations.
  • Regulatory hurdles could delay product approvals and launches.
  • Macroeconomic conditions may impact customer purchasing behavior.