Q4 2025 Ceribell Inc Earnings Call Transcript

Feb 24, 2026 / 09:30 PM GMT

Release Date Price: $19.9 (-0.45%)

Transcript 10-K8-K

Key Points

Positve

CeriBell Inc (CBLL) reported a 34% increase in revenue for Q4 2025, reaching $24.8 million, and a 36% increase for the full year, totaling $89.1 million.
The company expanded its total addressable market from $2 billion to over $3.5 billion, driven by FDA clearances and market expansion efforts.
CeriBell Inc (CBLL) achieved FDA 510k clearance for its delirium algorithm, making it the first and only FDA-cleared delirium detection and continuous monitoring device.
The company successfully expanded its commercial infrastructure from 35 to 55 territories, indicating strong future growth potential.
CeriBell Inc (CBLL) added 118 net new accounts in 2025, ending the year with 647 active accounts, reflecting strong market penetration.

Negative

Despite revenue growth, CeriBell Inc (CBLL) reported a net loss of $13.5 million in Q4 2025, slightly higher than the $12.6 million loss in Q4 2024.
Operating expenses increased by 24% in Q4 2025 compared to the same period in 2024, driven by investments in commercial organization and legal expenses.
The company faces challenges with tariff impacts, which affected gross margins, and expects to maintain margins in the mid-80% range in 2026.
CeriBell Inc (CBLL) anticipates a multi-month sales process for its neonatal and pediatric products, potentially delaying revenue impact until late 2026.
The company is involved in ongoing patent litigation, which could lead to increased legal expenses and financial uncertainty.

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

CBLL.OQ - CeriBell Inc
Q4 2025 Ceribell Inc Earnings Call
Feb 24, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the Star Bowl Q4 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad. And if you would like to withdraw your question, press 1 again.

Thank you. I will now turn the call over to Brian Johnston Investor relations. Brian, you may begin.

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Unidentified_2 [2]
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Good afternoon and thank you all for participating in

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