SENS
Senseonics Holdings, Inc.6.62
-0.17-2.5%
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
Reaffirms transition, early Sequel traction.
Q&A largely reaffirmed the prepared script's upbeat tone on Senseonics' commercial transition and 2026 growth, with management confirming a flawless U.S. handoff from Ascensia—no customer friction, full sales team retention. Early new patient starts held firm despite January deductibles, boosted by surprisingly strong Sequel twiist interest among type 1s. Europe launches mid-Q2 to contribute ~20% of $58M-$62M revenue; EON inserters hit 100 for 30%-35% of U.S. volume. DTC stays $12M-$15M but spreads evenly for efficiency. Opex climbs to $150M-$160M yet shrinks as percent of sales long-term. Pump partnerships loom as unmodeled upside. Management stayed crisp on execution.
Key Stats
Market Cap
270.48MP/E (TTM)
-Basic EPS (TTM)
-1.54Dividend Yield
0%Recent Filings
8-K
European Eversense assets acquired
Senseonics signed local asset purchase agreements on March 12, 2026, to acquire Eversense CGM commercial assets in Italy, Germany, Spain, and Sweden from Ascensia, following the US deal. Closings targeted by June 30, 2026, involve cash payments at net book value plus a transition services agreement for seamless operations. Regulatory consents and closing conditions pose key risks.
8-K
Q4 revenue up 72%
Senseonics crushed Q4 2025 revenue at $14.3 million, up 72% year-over-year, with full-year sales hitting $35.3 million, a 57% surge fueled by 103% U.S. patient growth. Gross profit jumped to $15.8 million annually while SG&A soared on DTC marketing and in-house commercialization from Ascensia starting January 2026. Momentum builds. 2026 outlook targets $58-62 million revenue, 50% margins.
10-K
FY2025 results
Senseonics delivered FY2025 results with total revenue up 57% y/y to $35.3M, driven by U.S. growth from the consignment program and Eversense 365 demand; Q4 shipments to Ascensia surged with December marking the largest month in company history amid deductible resets and first re-insertions. Gross margin leaped to 44.7% from 2.4%, aided by one-time prior-year charges and favorable 365-day mix, though offset by higher Ascensia revenue share. Q4 accelerated adoption via DTC campaigns and Eon Care network expansion, while R&D fell on completed 365 trials. Cash at $94M supports U.S. commercialization transition from Ascensia effective January 2026, but covenant risks loom. Q4 peaked. Regulatory delays could stall momentum.
8-K
Q4 revenue $14.2M, up 71%
Senseonics reported preliminary unaudited Q4 2025 revenue of $14.2 million, up 71% year-over-year, and full-year revenue of $35.2 million, up 57%, fueled by 103% U.S. patient growth from DTC marketing. Cash stood at $94.3 million ending 2025. Eversense commercialization shifts to Senseonics from Ascensia January 1, 2026. Guides 2026 revenue to $58-62 million. Results are preliminary.
8-K
Senseonics acquires Eversense assets
Senseonics closed its $1.1 million U.S. asset purchase of Eversense marketing and distribution rights from Ascensia on January 1, 2026, assuming related liabilities while terminating U.S. revenue sharing. Europe deals, mainly inventory, target closings by June 30, 2026, pending local agreements and regulatory nods; Senseonics gains 100% European revenues from January 1, 2026. Sato resigned from the board. Transition risks loom.
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