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Jun 30, 2023

Rxsight Q2 2023 Earnings Report

Reported an 83% increase in revenue compared to Q2 2022, driven by growth in LDD and LAL sales, and increased full-year guidance for revenue, gross margin, and operating expense.

Key Takeaways

RxSight, Inc. reported strong second-quarter results with significant revenue growth driven by increased sales of Light Delivery Devices (LDD) and Light Adjustable Lenses (LAL), leading to an improved full-year outlook.

Reported second quarter revenue of $20.8 million, an 83% increase compared to Q2 2022.

Sold 67 Light Delivery Devices (LDDâ„¢s), a 37% increase in unit sales compared to Q2 2022, expanding the installed base to 523 LDDs.

Sold 12,622 Light Adjustable Lenses (LAL®s), a 134% increase in procedure volumes compared to Q2 2022.

Increased full-year 2023 guidance range for revenue, gross margin, and operating expense.

Total Revenue
$20.8M
Previous year: $11.4M
+83.2%
EPS
-$0.28
Previous year: -$0.5
-44.0%
Gross Profit
$12M
Previous year: $4.79M
+150.9%
Cash and Equivalents
$8.75M
Previous year: $24M
-63.5%
Free Cash Flow
-$9.37M
Previous year: -$15.9M
-41.1%
Total Assets
$195M
Previous year: $167M
+17.1%

Rxsight

Rxsight

Forward Guidance

RxSight increased its 2023 full-year guidance based on Q2 2023 performance.

Positive Outlook

  • Revenue of $81.0 million to $86.0 million, representing implied growth of 65% to 75% compared to 2022.
  • Gross margin in the range of 58% to 60%, representing an implied increase of 32% to 36% compared to 2022.
  • Operating expenses in the range of $106.0 million to $109.0 million, representing an implied increase of 25% to 29% compared to 2022.
  • The company expects to reduce its annual interest expense by approximately $5.6 million.
  • The LAL is the first and only lens that can be customized after cataract surgery.

Challenges Ahead

  • Forward-looking statements are subject to risks, uncertainties, and other factors.
  • Actual events or results may differ materially from predictions.
  • The company's ability to maintain cash balances.
  • The company's ability to successfully commercialize or partner its product candidates currently under development.
  • The LAL is still in the early adoption phase.