CBLL
CeriBell, Inc.21.99
+0.09+0.41%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Confirms conservative guide, details upside levers.
Q&A largely reaffirms the prepared script's conservative 2026 revenue guide of $111M-$115M but surfaces tactical levers for upside, like a new hospital system-level sales push and more account adds than 2025's 118. Management detailed why neonate launch hits Q4 even in existing accounts—multi-month vetting and workflows—while delirium pilots target installed base for deeper utilization via seizure synergies. OpEx growth moderates with G&A leverage, though R&D stays outsized and litigation peaks H1. Analysts probed guide conservatism; team stuck to philosophy. Breakeven path clear. Investors watch system sales ramp.
Key Stats
Market Cap
815.73MP/E (TTM)
-Basic EPS (TTM)
-3.67Dividend Yield
0%Recent Filings
8-K
Q4 revenue up 34%
CeriBell crushed Q4 2025 with $24.8M revenue, up 34% from 2024, fueled by new accounts and adoption growth; full-year hit $89.1M, up 36%. Gross margins held at 87-88%, but opEx jumped 24% to $36.2M on sales hires and public costs. Revenue guides $111-115M for 2026. FDA clearances unlock big markets.
10-K
FY2025 results
CeriBell drove FY2025 revenue to $89.1M, up 36% y/y from $65.4M, with product sales at $67.3M (+34%) and subscriptions at $21.7M (+41%), fueled by new hospital adoptions past 600 sites; gross margins held steady at 88% despite volume ramp. Yet sales/marketing surged 49% to $73.1M on headcount growth, while R&D climbed 41% to $19.1M for algorithm upgrades and delirium clearance. Q4 momentum shone through accelerating utilization trends, but net loss widened to $53.4M from $40.5M amid public company costs. Debt stands at $20M with ample revolver headroom; cash burn eased via ops. No annual guidance disclosed. Supply chain strains from Asia linger as key risk.
8-K
FDA Breakthrough for LVO monitor
CeriBell scored FDA Breakthrough Device Designation on January 5, 2026, for its AI-powered LVO stroke detection monitor using existing EEG hardware. This targets in-hospital strokes—up to 17% of 800,000 annual U.S. cases—where delays triple mortality versus community-onset. FDA fast-tracks review. Breakthrough Designation accelerates clearance.
8-K
Leases extended to 2028
CeriBell extended leases on two Sunnyvale office spaces totaling ~27,000 square feet through January 31, 2028, with monthly rents set at $34,821 for 11,607 sq ft at 625 N. Pastoria and $74,147 for 15,600 sq ft at 360 N. Pastoria. Amendments, effective December 4 and 8, 2025, secure operations continuity. Locks in space long-term.
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