业绩总结 - 2024年第一季度收入为3880万美元，较2023年第一季度的3890万美元下降0.3%[83] - 2024年全年收入指引为1.7亿至2亿美元[12] - 2024年第一季度仪器收入为1900万美元，同比下降8%；消耗品收入为1600万美元，同比增长15%[83] - 2024年第一季度净亏损为78,178千美元，较2023年第一季度的88,015千美元有所减少[94] - GAAP每股净亏损为0.29美元，较2023年12月31日的0.31美元有所改善[98] 用户数据与市场表现 - 截至2024年3月31日，Revio安装基数为201台，较2023年12月31日增加28台[63] - PacBio的长读数据生成量同比增长约2.5倍，显示出市场份额的持续增长[50] 未来展望 - 预计到2026年底，公司将实现现金流正向[87] - 2024年预计的现金消耗在中间点为1.89亿美元[69] - 2024财年非GAAP毛利率预计为35%-38%[69] 新产品与技术研发 - PacBio计划在未来三年内与加州大学欧文分校及GREGoR联盟合作，测序7000个人类基因组，以改善罕见疾病家庭的健康结果[54] 成本与支出 - 第一季度非GAAP运营支出为8720万美元，同比下降2%[63] - 预计2024年非GAAP运营支出将从2023年的3.55亿美元下降至3亿到3.1亿美元[86] - GAAP总运营费用为92,644千美元，较2023年12月31日的97,119千美元有所下降[98] 财务状况 - 截至2024年3月31日，现金、现金等价物及投资总额约为5.62亿美元[63] - 非GAAP净亏损为71,399千美元，较2023年12月31日的72,500千美元略有减少[98] - GAAP毛利润为11,282千美元，毛利率为29%，相比于2023年12月31日的毛利润9,571千美元和16%毛利率有显著提升[98]

For the quarter ended March 2024, Pacific Biosciences of California (PACB) reported revenue of $38.81 million, down 0.2% over the same period last year. EPS came in at -$0.26, compared to -$0.31 in the year-ago quarter.The reported revenue represents a surprise of +0.08% over the Zacks Consensus Estimate of $38.78 million. With the consensus EPS estimate being -$0.26, the company has not delivered EPS surprise.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Pacific Biosciences of California (PACB) came out with a quarterly loss of $0.26 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.31 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this maker of genetic analysis technology would post a loss of $0.31 per share when it actually produced a loss of $0.27, delivering a surprise of 12.90%.Over the last four quarters, the company has surpassed consensus EPS estimates three ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________________________ Form 10-Q _____________________________________________________________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 Or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCH ...

费用降低计划 - 公司于2024年3月31日的季度结束时，宣布计划通过非GAAP基础将年化运营费用降低5,000万至7,500万美元，以更好地与战略倡议相匹配[5] - 公司无法确定与这些行动相关的费用金额或范围，将在能够估计公司预计将发生的费用时通过修订此8-K表格提供进一步细节[5] 财务报表 - 公司的财务报表截至2024年3月31日的季度尚未最终确定或审计，因此该期间的最终结果可能与新闻稿中包含的未经审计初步财务信息有实质差异[9]

Pacific Biosciences of California, Inc. (PACB) , popularly known as PacBio, is scheduled to release first-quarter 2024 results on May 9.In the last reported quarter, the company’s adjusted loss per share of 27 cents was narrower than the Zacks Consensus Estimate of a loss of 31 cents per share. Over the trailing four quarters, its earnings outperformed the Zacks Consensus Estimate on all occasions, delivering an earnings surprise of 13.1%, on average.Let’s see how things have shaped up prior to this announc ...

Pacific Biosciences of California (PACB) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this maker of genetic analysis technology have returned -49.7% over the past month versus the Zacks S&P 500 composite's -4.2% change. The Zacks Medical - Instruments industry, to which Pacific Biosciences belongs, has lost 4.3% over this period. Now the key question is: Where could the st ...

Pacific Biosciences of California (PACB) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by th ...

Pacific Biosciences of California, Inc. (PACB) , popularly known as PacBio, recently announced preliminary revenues for first-quarter 2024. Despite the soft preliminary results, the company’s shares gained 7.1% in the pre-market trading session.The company is scheduled to release first-quarter results on May 9.Per the preliminary report, first-quarter 2024 total revenues are estimated to be $38.8 million, down 0.3% year over year. The Zacks Consensus Estimate of $50 million lies above the preliminary figure ...

文章核心观点 - 公司第一季度收入低于预期,主要原因包括客户推迟仪器购买、耗材出货疲软等 [6][7][8][9] - 公司预计2024年全年收入将在170-200百万美元之间,低于此前预期 [11] - 公司计划通过成本削减措施,将2024年全年非GAAP经营费用降低5000-7500万美元 [10] - 公司表示长期增长前景仍然看好,正在采取措施提高商业执行力、提升毛利率等 [10][11] 根据目录分类总结 财务数据 - 第一季度初步收入为3880万美元,与上年同期基本持平 [2] - 其中仪器收入1900万美元,耗材收入1600万美元,服务及其他收入380万美元 [2][3] - 第一季度共出货28台Revio测序系统,截至3月31日累计安装201台 [4] - 截至3月31日,公司现金及投资余额约为5.62亿美元 [5] 业务表现 - 公司认为客户推迟仪器购买、耗材出货疲软等因素导致第一季度业绩低于预期 [6][7][8][9] - 公司表示将采取措施提高商业执行力,推动Revio和Onso平台的市场渗透 [10] - 公司预计第二季度收入将好于第一季度,下半年随着耗材收入恢复增长而有所改善 [11] 未来展望 - 公司预计2024年全年收入将在170-200百万美元之间,低于此前预期 [11] - 公司计划通过成本削减措施,将2024年全年非GAAP经营费用降低5000-7500万美元 [10] - 公司表示长期增长前景仍然看好,正在采取措施提高毛利率等 [10][11] - 公司表示可能无法在2026年实现至少5亿美元的收入目标,正在重新评估实现该目标的时间 [12]