SENS Earnings Prediction
The chart below shows how SENS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SENS sees a +9.25% change in stock price 10 days leading up to the earnings, and a -14.45% change 10 days following the report. On the earnings day itself, the stock moves by +1.45%. This data can give you a slight idea of what to expect for the next quarter's release.
SENS Key Earning Data
SENS Earnings Analysis
Positive
Net Revenue Increase: Net revenue grew 24% to $6.3 million in Q1 2025 compared to $5 million in Q1 2024, indicating strong financial growth.
Balanced Revenue Stream: U.S. revenue for Q1 was $4.5 million, while revenue outside the U.S. was $1.8 million, showcasing a balanced revenue stream.
CGM and Insulin Delivery Integration: The Eversense 365 continuous glucose monitor (CGM) integration with Sequel’s twiist automated insulin delivery system is a significant technological advancement, enhancing patient experience and simplifying insulin delivery.
CE Mark Application Progress: The CE Mark application for Eversense 365 is progressing as expected, with a European launch anticipated in the second half of 2025, expanding market reach.
Reimbursement Transition Success: The company has successfully transitioned reimbursement for Eversense from 180 to 365 days, with many payers already covering the full year, enhancing accessibility for patients.
Gross Profit Surge: Gross profit increased to $1.5 million in Q1 2025, up from $0.3 million in the prior year, driven by improved margins on the Eversense 365 product.
R&D Expense Reduction: Research and development expenses decreased by $3.1 million compared to the prior year, indicating effective cost management.
Patient Base Expansion: The company expects to double its global patient base in 2025 compared to 2024, reflecting strong growth potential.
Projected Gross Profit Margins: The anticipated gross profit margins for 2025 are projected to be between 25% and 30%, indicating improved profitability as the business scales.
Negative
Partnership Delay Due to Restructuring: The partnership with Mercy Health Systems has been paused due to their executive restructuring, delaying ongoing initiatives related to Eversense.
Eversense 365 Challenges: The company is still in the early stages of the Eversense 365 product life cycle, which may lead to challenges in scaling manufacturing and achieving profitability.
Revenue Increase, Net Loss: Despite a 24% increase in net revenue, the company reported a net loss of $14.3 million, indicating ongoing financial struggles.
Gross Profit Margin Analysis: The gross profit margin is currently at approximately 18%, which is low considering the potential for higher margins as the product matures.
Seasonal Business Challenges: The company is facing seasonality in its business, which affects average selling prices (ASPs) and overall margins, particularly early in the year due to patient assistance programs.
Revenue Uncertainty Factors: The expected revenue for 2025 is contingent on several factors, including regulatory approvals and reimbursement transitions, which introduces uncertainty into their financial outlook.
Tariff Impact on Profit Margins: The company is monitoring tariff situations that could impact gross profit margins, indicating potential vulnerabilities in their supply chain.
SENS FAQs
How does SENS typically perform around its earnings report dates?
SENS's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +9.25% change leading up to the report and a -14.45% change in the 10 days following the release.
Is Senseonics Holdings Inc (SENS) Q1 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
SENS Earning Call Sentiment
Senseonics Holdings, Inc. (AMEX:SENS) Q1 2025 Earnings Call Transcript
SENS.A
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