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Sep 30, 2023

Rxsight Q3 2023 Earnings Report

RxSight reported a 76% increase in revenue, driven by LDD and LAL sales, and increased full-year guidance for revenue and gross margin.

Key Takeaways

RxSight reported strong third-quarter results with a 76% increase in revenue to $22.2 million, driven by increased sales of Light Delivery Devices (LDD) and Light Adjustable Lenses (LAL). The company also increased its full-year 2023 guidance range for revenue and gross margin.

Revenue increased by 76% compared to Q3 2022, reaching $22.2 million.

LDD sales increased by 35%, expanding the installed base to 589 units.

LAL sales increased by 107% in procedure volumes compared to Q3 2022.

Full-year revenue and gross margin guidance were increased, while operating expense guidance was narrowed.

Total Revenue
$22.2M
Previous year: $12.6M
+76.0%
EPS
-$0.19
Previous year: -$0.5
-62.0%
LDD Units Sold
66
LAL Units Sold
13.66K
Gross Profit
$13.7M
Previous year: $5.36M
+156.4%
Cash and Equivalents
$9.86M
Previous year: $8.91M
+10.6%
Free Cash Flow
-$8.68M
Previous year: -$15.8M
-45.0%
Total Assets
$182M
Previous year: $156M
+16.8%

Rxsight

Rxsight

Forward Guidance

The company provided full year 2023 revenue guidance of $85.0 million to $87.0 million and gross margin in the range of 60% to 61%.

Positive Outlook

  • Revenue of $85.0 million to $87.0 million, representing implied growth of 73% to 78% compared to 2022.
  • Gross margin in the range of 60% to 61%, representing an implied increase of 36% to 39% compared to 2022.

Challenges Ahead

  • Operating expense guidance range of $106.0 million to $107.0 million, representing an implied increase of 25% to 26% compared to 2022.