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Dec 31, 2024

Veracyte Q4 2024 Earnings Report

Veracyte reported record revenue growth in Q4 2024, driven by strong performance in its testing segment, particularly Decipher and Afirma.

Key Takeaways

Veracyte delivered strong financial results in Q4 2024, with total revenue increasing by 21% year-over-year to $118.6 million. The company's net income reached $5.1 million, compared to a net loss in the prior year. Adjusted EBITDA rose to $26.1 million, representing 22% of revenue. The testing business continued to drive growth, with a 24% increase in testing revenue and a 25% rise in testing volume. Looking ahead, Veracyte expects continued momentum in 2025, particularly in its Decipher and Afirma product lines.

Q4 revenue grew 21% year-over-year to $118.6 million.

Testing revenue increased 24% to $112.2 million, with a 25% rise in volume.

Net income reached $5.1 million, reversing a loss from the prior year.

Adjusted EBITDA increased to $26.1 million, or 22% of revenue.

Total Revenue
$119M
Previous year: $98.2M
+20.8%
EPS
$0.36
Previous year: $0.05
+620.0%
Total Genomic Volume
39.11K
Previous year: 33.84K
+15.6%
Gross Profit
$78.8M
Previous year: $64.8M
+21.6%
Cash and Equivalents
$239M
Previous year: $216M
+10.5%
Free Cash Flow
$24.5M
Previous year: $17.4M
+40.9%
Total Assets
$1.3B
Previous year: $1.11B
+16.6%

Veracyte

Veracyte

Veracyte Revenue by Segment

Forward Guidance

Veracyte expects 2025 testing revenue to grow by 12-15%, reaching $470-480 million. Adjusted EBITDA margin is forecasted to be approximately 21.6%. The company is also exploring options for its French subsidiary operations, which could impact future revenue guidance.

Positive Outlook

  • Expected testing revenue growth of 12-15% in 2025.
  • Strong momentum in Decipher and Afirma product lines.
  • Anticipated adjusted EBITDA margin of 21.6%.
  • Continued investment in R&D to expand diagnostic capabilities.
  • Strategic evaluation of French subsidiary to optimize financial performance.

Challenges Ahead

  • Potential revenue impact from strategic review of Marseille operations.
  • Regulatory and reimbursement uncertainties affecting growth.
  • Foreign exchange fluctuations could impact international sales.
  • Operational costs and inflationary pressures may affect profitability.
  • Increased competition in the genomic diagnostics market.

Revenue & Expenses

Visualization of income flow from segment revenue to net income