NPCE
NeuroPace, Inc.15.88
-0.04-0.25%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
IGE ramp color, no capacity crunch
Q&A clarified IGE post-approval ramp, stressing preemptive payer coverage work and swift referral scaling via existing salesforce, with adoption potentially outpacing focal due to no rivals and shorter diagnostics. Capacity concerns got a firm no—plenty of surgeon slots, bolstered by doubling nurse navigators to speed pipelines. Pricing held steady at low-single-digits; Project CARE fuels referrals alongside Level 4 strength. Seizure ID deploys free with RNS for clinician efficiency. Answers mostly reaffirmed script, but spotlighted execution levers. Investors watch FDA timeline, IGE traction.
Key Stats
Market Cap
528.93MP/E (TTM)
-Basic EPS (TTM)
-0.75Dividend Yield
0%Recent Filings
8-K
Q4 revenue up 24% to $26.6M
NeuroPace posted Q4 2025 revenue of $26.6M, up 24% YoY, with RNS System sales at $22.4M growing 26%; full-year revenue hit $100M, up 25%, while Adjusted EBITDA improved to ($5.0)M. Gross margins expanded to 77.4% in Q4, fueled by product mix and efficiencies. It ended DIXI partnership early. Reiterates 2026 revenue guide of $98M-$100M on 20-22% RNS growth.
10-K
FY2025 results
NeuroPace's FY2025 10-K lacks financial statements, so topline revenue, profitability, and quarterly metrics are not disclosed. Over 8,000 patients have received the RNS System as of December 31, 2025, up from prior years amid expansion to 1,800 additional epileptologists and all functional neurosurgeons. Q4 momentum hinges on this broader access, yet no implant or sales figures detail acceleration. Cash flow breakeven remains targeted post-DIXI Medical agreement expiration. Single-source suppliers pose supply risks.
10-Q
Q3 FY2025 results
NeuroPace's 10-Q filing for the quarter ended September 30, 2025, provides no financial statements or metrics within the excerpted sections, omitting revenue, profitability, EPS, cash flow, or debt details essential for investor analysis. Key figures like y/y or q/q deltas for topline growth, margins, or operating income are not disclosed here. Balance sheets, income statements, and MD&A tables—standard in 10-Qs—are absent from this portion. No M&A, liquidity posture, or non-GAAP reconciliations appear. Competition remains a noted risk from Risk Factors.
8-K
Q3 revenue hits record $27.4M
NeuroPace posted record Q3 2025 revenue of $27.4 million, up 30% from last year, fueled by 31% RNS System growth and 77.4% gross margin. It raised full-year revenue guidance to $97-$98 million and gross margin to 76-77%, while advancing FDA submissions for IGE expansion and Seizure ID AI. Losses narrowed to $3.5 million. Cash burn persists amid scaling.
8-K
Q2 revenue hits $23.5M
NeuroPace reported Q2 2025 revenue of $23.5 million, up 22% year-over-year, fueled by RNS System sales and manufacturing efficiencies that lifted gross margin to 77.1%. The company refinanced into a $75 million credit facility and raised full-year revenue guidance to $94–$98 million with 75–76% margins, while NAUTILUS study data showed 79% median seizure reduction in IGE patients. Momentum builds. CMS preserved reimbursement stability for RNS procedures.
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