CeriBell Inc (NAS:CBLL)
$ 19.71 +1.12 (+6.02%) Market Cap: 747.85 Mil Enterprise Value: 629.58 Mil PE Ratio: 0 PB Ratio: 5.30 GF Score: 12/100

Q3 2025 Ceribell Inc Earnings Call Transcript

Nov 4, 2025 / 09:30 PM GMT
Release Date Price: $10.92 (-3.70%)

Key Points

Positve
  • CeriBell Inc (CBLL) reported a 31% revenue growth in Q3 2025 compared to the same period last year, marking their 30th consecutive quarter of sequential revenue growth.
  • The company raised its full-year 2025 revenue guidance to $87 to $89 million, representing a 34% year-over-year growth at the midpoint.
  • CeriBell Inc (CBLL) has expanded its active account base to 615, with a significant increase of 35 accounts over the prior quarter.
  • The company received FDA clearance for its pediatric seizure detection algorithm, expanding its addressable market by approximately $400 million.
  • CeriBell Inc (CBLL) has successfully established a new manufacturing line in Vietnam, reducing exposure to China-based tariffs and potentially benefiting from more favorable trade policies.
Negative
  • Total operating expenses for Q3 2025 increased by 39% compared to the same period in 2024, driven by investments in commercial infrastructure and legal expenses.
  • The company reported a net loss of $13.5 million for Q3 2025, compared to a loss of $10.4 million in Q3 2024.
  • Despite strong revenue growth, there has been no significant leverage in the P&L, with operating expenses growing faster than revenue.
  • CeriBell Inc (CBLL) faces competition in the market, although it has not significantly impacted their performance yet.
  • The company anticipates potential delays in ITC litigation due to government shutdowns, which could affect future operations.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CBLL.OQ - CeriBell Inc
Q3 2025 Ceribell Inc Earnings Call
Nov 04, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and thank you all for participating in today's call. Joining me from Sarabelle are Jane Chow, co-founder and Chief Executive Officer, and Scott Blomberg, Chief Financial Officer. Earlier today, Sarabell issued a press release announcing financial results for the quarter ended September 30, 2025. A copy of the press release is available on the investor relations section of the company's website.

Before we begin, I'd like to remind you that management will make remarks during this call that include forward-looking statements within the meaning of federal securities laws, and that these are being made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1,995. Any statements contained in this
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