CBLL Earnings Prediction
The chart below shows how CBLL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CBLL sees a -16.05% change in stock price 10 days leading up to the earnings, and a -9.04% change 10 days following the report. On the earnings day itself, the stock moves by +0.43%. This data can give you a slight idea of what to expect for the next quarter's release.
CBLL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
18.53M
41.15%
7.79%
Gross Margin
87.61%
3.48%
0.36%
Operating Margin
-69.52%
8.93%
20.30%
Net Margin
-67.85%
--
12.00%
EPS
-0.35
-45.83%
12.90%
No Data Available
CBLL Earnings Analysis
CeriBell Inc Corporation (CBLL.O) Earnings Conference Call
Positive
Patient Impact and Outcomes: CeriBell's technology has been used on over 200,000 patients since launch, translating to thousands of saved lives and avoided unnecessary ICU days.
Q4 Revenue Growth: Revenue for Q4 2024 was $18.5 million, reflecting a 41% growth year-over-year, while full-year revenue totaled $65.4 million, representing a 45% increase over 2023.
Gross Margin Improvement: Gross margin for Q4 2024 was 88%, up from 85% in the prior year, and for the full year, it was 87%, compared to 84% in 2023, indicating improved manufacturing efficiency.
Account Expansion Strategy: The company has expanded its active account set to 529 accounts, with a goal to target approximately 5,500 remaining prospective accounts in the U.S.
Account Acquisition Expansion: CeriBell plans to expand its commercial organization, aiming to increase its account acquisition team to 55 territory managers by mid-2025, which is expected to impact account acquisition growth positively.
Seizure Management Expansion: The company is focused on becoming the standard of care for seizure management in acute care settings and is working on expanding indications for pediatric patients and developing algorithms for other neurological conditions.
FDA Breakthrough Device Designation: CeriBell has received breakthrough device designation from the FDA for its delirium detection algorithm, which addresses a significant unmet need in the ICU.
Strong Cash Position: The company has a strong cash position of $194.4 million as of December 31, 2024, providing confidence for future investments and growth initiatives.
Negative
Operating Expenses Surge: Total operating expenses increased significantly by 49% in Q4 2024 compared to Q4 2023, reaching $29.1 million, which raises concerns about cost management.
Increased Net Loss: Net loss for Q4 2024 was $12.6 million, a substantial increase from a loss of $8.3 million in Q4 2023, indicating worsening financial performance.
Increasing Net Loss Trend: Full-year net loss for 2024 was $40.5 million, compared to a loss of $29.5 million in 2023, reflecting a trend of increasing losses year-over-year.
Rising Stock-Based Compensation: Stock-based compensation expenses are expected to rise to approximately $15 million for the full-year 2025, contributing to higher operating expenses and impacting profitability.
Gross Margin Normalization: The company anticipates gross margins to normalize to the mid to high 80% range due to increased tariffs on materials sourced from China, which could affect pricing strategies and profitability.
Projected Revenue Growth Slowdown: Despite revenue growth projections for 2025, the expected growth rate of 24% to 30% is lower than the previous year's growth of 45%, indicating a potential slowdown in growth momentum.
CBLL FAQs
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CBLL Earning Call Sentiment
CeriBell, Inc. (NASDAQ:CBLL) Q4 2024 Earnings Call Transcript
CBLL.O
-1.73%Positive
The company reported significant revenue growth and improved gross margins, indicating strong financial performance. Despite increased operating expenses leading to a net loss, the guidance remains optimistic with continued investments in growth. The Q&A revealed some uncertainties about future guidance and FDA submissions, but the overall market strategy and expansion plans are positive. The stock price is likely to react positively over the next two weeks, especially given the record revenue growth and optimistic outlook for 2025.
