Illumina(ILMN)
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Anna Richo joins Illumina's Board of Directors
prnewswire.com· 2024-05-21 04:05
Ms. Richo brings more than 30 years of regulated-industry experience as an attorney and legal executive, with extensive experience in compliance and business ethics, intellectual property, and corporate litigation. She formerly served as Corporate Senior Vice President, General Counsel, Chief Compliance Officer, and Corporate Secretary at Cargill, where she oversaw the company's corporate governance, global ethics and compliance, global security, global government relations, law, and shareholder relations f ...
Illumina To Webcast Upcoming Investor Conference
PRNewsWire· 2024-05-16 04:05
SAN DIEGO, May 15, 2024 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) today announced that its executives will be speaking at the following investor conference:Bernstein's 40th Annual Strategic Decisions Conference on May 29, 2024Fireside chat at 6:00am Pacific Time (9:00am Eastern Time)The webcast can be accessed through the Investor Info section of Illumina's website at investor.illumina.com. A replay will be posted on Illumina's website after the event and will be available for at least 30 days following ...
Illumina, Inc. (ILMN) RBC Capital Markets Global Healthcare (Transcript)
2024-05-14 23:18
业绩总结 - Illumina CFO Ankur Dhingra强调了公司在Q1的强劲表现,包括营收大幅超出预期、毛利率扩张和OpEx降低[17] - Illumina CFO Ankur Dhingra认为2024年整体市场环境未发生实质性变化,因此决定保持全年指引不变[19] - Illumina CFO Ankur Dhingra提到公司成功实施了年度价格调整,实现了预期之上的收入[21] 新产品和新技术研发 - Illumina CFO Ankur Dhingra指出新的XLEAP化学品推出后,客户对其反应良好,尤其在单细胞和空间工作方面[24] - Illumina CFO对公司研发团队正在进行的工作感到兴奋,认为团队正在开发的产品非常令人印象深刻[35] - Illumina CFO表示公司正在探讨如何更高效地运行研发项目,保持创新活力的同时寻找成本优化机会[35] 市场扩张和并购 - Illumina CFO对公司未来的增长前景表示乐观,特别是在基因测序领域[40] - Illumina将在未来公布更详细的战略规划,以实现更高的增长目标[40] - Illumina公司将在未来公布更多关于GRAIL的决策和财务情况的信息[46]
Illumina publicly files Form 10 registration statement ahead of planned divestiture of GRAIL
Prnewswire· 2024-05-07 06:28
GRAIL to host Capital Markets Day on May 13, 2024 SAN DIEGO, May 6, 2024 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) today announced that it has publicly filed a Form 10 registration statement with the U.S. Securities and Exchange Commission ("SEC"), in connection with its intended divestiture of GRAIL. A version of this registration statement was submitted to the SEC last December as required. The Form 10 includes detailed information about GRAIL, including historic financial information, a description ...
Illumina(ILMN) - 2025 Q1 - Quarterly Report
2024-05-04 04:12
财务表现 - Q1 2024总收入为107.6亿美元,较Q1 2023下降1%[121][108] - Q1 2024总毛利率为62.0%,较Q1 2023的60.3%有所提高[122] - Q1 2024营业亏损为1.11亿美元,较Q1 2023的0.64亿美元有所增加[123] - Q1 2024有效税率为-15.3%,较Q1 2023的103.9%有显著下降[124] - Q1 2024期末现金及现金等价物总额为111.5亿美元,其中约61.4亿美元由海外子公司持有[125] Illumina核心业务 - Q1 2024核心Illumina产品收入为88.3亿美元,较Q1 2023下降5%[127] - Q1 2024核心Illumina毛利率为65.7%[128] - Q1 2024核心Illumina研发费用较Q1 2023下降7%[130] - Q1 2024核心Illumina销售、一般及管理费用较Q1 2023增加17%[132] 财务状况及资本运营 - 截至2024年3月31日,公司现金及现金等价物约为11.08亿美元,较2023年12月31日增加了6千万美元[140] - 公司于2023年12月发行了到2025年到期的5亿美元期限票据和到2027年到期的5亿美元期限票据[143] - 公司于2023年1月获得了7.5亿美元的新信贷额度,截至2024年3月31日,未使用该信贷额度[145] - 公司授权回购的1.5亿美元普通股份额度截至2024年3月31日尚未使用[150] - 公司预计当前现金及等价物、经营活动提供的现金以及信贷额度足以支持未来至少12个月的资本和运营需求[151] 法律诉讼及风险 - Illumina公司宣布将出售GRAIL,计划在2024年第二季度结束前完成[176] - 欧洲委员会对Illumina公司处以约4.32亿欧元的罚款,相当于2022财年总收入的10%[175] - Illumina公司可能面临股东调查、监管机构调查和诉讼,可能导致财务状况、运营结果或股价受到不利影响[177] 其他信息 - 公司在文件中列出了多个展示物,包括分离协议和释放文件,以及各种认证文件[184]
Illumina To Webcast Upcoming Investor Conference
Prnewswire· 2024-05-03 21:25
SAN DIEGO, May 3, 2024 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) today announced that its executives will be speaking at the following investor conference: RBC 2024 Global Healthcare Conference on May 14, 2024Fireside chat at 5:30am Pacific Time (8:30am Eastern Time) The webcast can be accessed through the Investor Info section of Illumina's website at investor.illumina.com. A replay will be posted on Illumina's website after the event and will be available for at least 30 days following. About Illumi ...
Illumina(ILMN) - 2024 Q1 - Earnings Call Transcript
2024-05-03 08:39
财务数据和关键指标变化 - 公司第一季度收入为10.6亿美元,超出预期,但同比下降2% [27][28] - 高通量测序耗材收入为6.98亿美元,同比增长1% [28] - 测序仪收入为1.1亿美元,同比下降29% [30] - 公司非GAAP毛利率为67.1%,同比提升190个基点 [32] - 公司非GAAP营业利润率为20.6%,同比提升320个基点 [33] 各条业务线数据和关键指标变化 - NovaSeq X测序仪在第一季度出货55台,总装机量超过400台 [16][30] - NovaSeq X耗材需求持续增长,公司推出了25B和1.5B试剂盒 [17] - XLEAP-SBS化学在第一季度推出,获得客户高度好评 [17] 各个市场数据和关键指标变化 - 美洲地区收入同比下降4%,欧洲地区收入同比增长7%,大中华区收入同比下降14% [15] 公司战略和发展方向及行业竞争 - 公司将继续专注于提升客户体验,推出更多样本到结果的解决方案,并加强在多组学领域的布局 [13][44][45] - 公司将在今年秋季举行战略更新活动,分享未来发展规划 [46] - 公司正在积极应对中低通量市场的竞争压力,推出XLEAP-SBS化学以提升竞争力 [63][64][65] 管理层对经营环境和未来前景的评论 - 公司对2024年全年收入和利润率指引保持谨慎,受到宏观经济环境和中国市场持续低迷的影响 [14][39][40][41] - 公司对长期发展前景保持乐观,将继续推动创新,支持客户成功 [44][45] 问答环节重要的提问和回答 问题1 **Doug Schenkel 提问** 公司对长期增长前景和合理的运营目标有何展望? [50][51] **Jacob Thaysen 回答** 公司仍对未来增长前景保持乐观,正在制定新的战略规划,将在今年秋季与投资者分享 [53][54][55][57] 问题2 **Puneet Souda 提问** 中低通量市场竞争情况如何,公司如何应对? [63] **Jacob Thaysen 和 Joydeep Goswami 回答** 公司正密切关注中低通量市场竞争,推出XLEAP-SBS化学提升竞争力,并保持价格优势 [64][65][66][67] 问题3 **Tejas Savant 提问** 25B流通池在X客户中的采用情况如何?临床客户X验证进度如何? [97][98][99] **Jacob Thaysen 回答** 约一半X客户已采用25B流通池,临床客户正在验证X平台,公司密切跟踪进度 [100][101][102]
Illumina(ILMN) - 2025 Q1 - Quarterly Results
2024-05-03 04:16
Investors: Salli Schwartz +1.858.291.6421 ir@illumina.com Media: Bonny Fowler +1.740.641.5579 pr@illumina.com Illumina Reports Financial Results for First Quarter of Fiscal Year 2024 • Core Illumina revenue of $1.06 billion for Q1 2024, down 2% from Q1 2023 (down 2% on a constant currency basis) • Core Illumina GAAP operating margin of 11.0% and non-GAAP operating margin of 20.6% for Q1 2024 • Reiterating fiscal year 2024 Core Illumina revenue guidance that is approximately flat compared to 2023 and a Core ...
Gear Up for Illumina (ILMN) Q1 Earnings: Wall Street Estimates for Key Metrics
Zacks Investment Research· 2024-04-29 22:22
In its upcoming report, Illumina (ILMN) is predicted by Wall Street analysts to post quarterly earnings of $0.03 per share, reflecting a decline of 62.5% compared to the same period last year. Revenues are forecasted to be $1.05 billion, representing a year-over-year decrease of 3%.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this p ...
Can Illumina (ILMN) Keep the Earnings Surprise Streak Alive?
Zacks Investment Research· 2024-04-20 01:15
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Illumina (ILMN) , which belongs to the Zacks Medical - Biomedical and Genetics industry.When looking at the last two reports, this genetic testing tools company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 726.92%, on average, in the last two quarters.For the most recent quarter, Illumina was expected to p ...