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Dec 31, 2024

Sight Sciences Q4 2024 Earnings Report

Sight Sciences reported a slight increase in Q4 revenue but posted a net loss.

Key Takeaways

Sight Sciences reported Q4 2024 revenue of $19.1 million, a 2% increase year-over-year. Net loss widened to $11.8 million, with an EPS loss of $0.23. Gross margin improved to 87%, primarily due to a favorable product mix shift towards higher-margin Surgical Glaucoma revenue. Operating expenses increased by 5% due to higher personnel-related costs.

Total revenue for Q4 2024 was $19.1 million, up 2% year-over-year.

Net loss increased to $11.8 million from $10.7 million in Q4 2023.

Gross margin improved to 87% from 85% in the prior year.

Surgical Glaucoma revenue grew 9%, while Dry Eye revenue declined.

Total Revenue
$19.1M
Previous year: $18.8M
+1.9%
EPS
-$0.23
Previous year: -$0.22
+4.5%
Gross Margin
87%
Previous year: 85.2%
+2.1%
Operating Expenses
$28.5M
Gross Profit
$16.6M
Previous year: $16M
+3.7%
Cash and Equivalents
$120M
Previous year: $138M
-12.9%
Total Assets
$143M
Previous year: $167M
-14.3%

Sight Sciences

Sight Sciences

Sight Sciences Revenue by Segment

Forward Guidance

Sight Sciences expects full-year 2025 revenue to decline between 6% and 12% due to Medicare reimbursement changes affecting the MIGS market.

Positive Outlook

  • Revenue guidance for 2025 set at $70M-$75M.
  • Company expects a positive impact from next-generation OMNI release.
  • Continued investment in standalone pseudophakic Surgical Glaucoma market development.
  • TearCare market access expansion initiatives planned.
  • R&D investment to support new product pipeline.

Challenges Ahead

  • Expected revenue decline due to new Medicare LCDs impacting MIGS procedures.
  • Dry Eye revenue expected to be minimal at around $1M for 2025.
  • Projected adjusted operating expenses to rise by 4%-6%.
  • No assumptions of positive reimbursement coverage for Dry Eye in 2025.
  • Market conditions remain challenging due to regulatory changes.

Revenue & Expenses

Visualization of income flow from segment revenue to net income