CeriBell Earnings Call Transcripts
Fiscal Year 2026
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Consistent outperformance and strong 2026 growth guidance are supported by sales force expansion, new neonatal/pediatric launches, and entry into the VA system. Delirium monitoring and continuous product innovation further differentiate offerings, while gross margins remain robust.
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A novel rapid EEG platform with AI-driven seizure detection achieved $89M in 2025 revenue and 36% growth, expanding its market with pediatric, neonate, and delirium indications. With only 3% U.S. market penetration, the company is focused on deeper hospital adoption, new indications, and leveraging its platform for future growth.
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Ceribell showcased strong growth, expanding its neuromonitoring platform's reach with FDA clearances for pediatric, neonate, and delirium detection, increasing its TAM to $3.5B. The company plans to leverage its expanded sales force and new product launches in 2026, aiming for deeper market penetration and operational efficiency.
Fiscal Year 2025
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Delivered 36% revenue growth in 2025, expanded TAM to $3.5B, and achieved key FDA clearances for new indications. 2026 guidance calls for 25–29% revenue growth, with new product launches and deeper account penetration expected to drive upside.
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A novel neuro monitoring platform with AI-driven seizure detection is driving rapid growth, improved clinical outcomes, and expanding market reach in acute care. The company is focused on US expansion, new indications, and leveraging its first-mover advantage.
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A novel EEG monitoring system is driving rapid growth, with strong financials, expanding hospital adoption, and a robust sales pipeline. Strategic manufacturing shifts and a defensible AI-driven algorithm support long-term profitability and market leadership.
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Q3 2025 revenue grew 31% year-over-year to $22.6M, with strong account and utilization growth. Full-year guidance was raised to $87–$89M, and gross margins remain robust despite tariff headwinds. Expansion into pediatric, neonatal, and VA markets, plus new product clearances, support a strong growth outlook.
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An AI-powered EEG platform is driving rapid growth in acute care seizure detection, with strong clinical impact and only 3% market penetration. Expansion into pediatric, neonate, and new indications, plus supply chain diversification and sales force ramp-up, position the company for continued growth.
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Q2 2025 revenue grew 38% year-over-year to $21.2 million, driven by commercial expansion and increased adoption. Full-year revenue guidance was raised to $85–$88 million, with gross margins expected in the mid to high 80% range. Legal action was initiated to protect IP, and supply chain risks are being mitigated.
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AI-powered neural monitoring is rapidly expanding in acute care, with strong clinical and economic impact, 42% revenue growth, and a $2B+ U.S. market. Recent regulatory wins and product enhancements are driving adoption and future expansion into new indications.
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A novel AI-powered EEG system enables rapid seizure detection and intervention in acute care, driving strong clinical outcomes and steady revenue growth. Recent FDA clearance expands its use to pediatric patients, with ongoing development for broader neurological indications.
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Q1 2025 saw 42% revenue growth and 88% gross margin, driven by new account wins and higher utilization. Full-year guidance was raised, with strong confidence in margin resilience despite tariff risks. FDA clearance for Pediatric Clarity and FedRAMP High authorization expand future growth opportunities.
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Significant 2024 growth included 45% revenue increase, major account expansion, and a successful IPO. 2025 guidance targets 24–30% growth, with investments in R&D and commercial scale. New clinical indications and robust gross margins position the company for continued momentum.
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A novel brain monitoring platform is rapidly expanding in acute care, leveraging AI for real-time seizure detection and aiming to broaden its indications to delirium and stroke. Strong clinical evidence, high gross margins, and a recurring revenue model support continued growth and profitability.
Fiscal Year 2024
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Revenue grew 45% year-over-year to $65.4M in 2024, with strong gross margins and expanding account base. 2025 guidance projects 24–30% revenue growth, continued investment in R&D and commercial teams, and a focus on new indications and market expansion.
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Q3 revenue grew 48% year-over-year to $17.2M with 87% gross margin, driven by new account growth and increased utilization. IPO raised $188M, expanding financial flexibility for commercial and R&D investment. Full-year revenue guidance is $64.2–$64.7M.