Q3 2025 DarioHealth Corp Earnings Call Transcript

Nov 13, 2025 / 01:30 PM GMT

Release Date Price: $9.92 (-15.57%)

Transcript 10-Q

Key Points

Positve

DarioHealth Corp (DRIO) has successfully transitioned to a high-margin annual recurring revenue model, achieving 60% GAAP and over 80% non-GAAP gross margins.
The company has signed 45 new accounts year-to-date in 2025, surpassing its goal of 40 new accounts, contributing to revenue momentum for 2026.
DarioHealth Corp (DRIO) has a strong client base, including over 125 clients with 4 national and 7 major regional health plans, and numerous Fortune-level employers.
The company has reduced operating expenses by $17.2 million or 31% in the first nine months of 2025, showcasing effective cost management.
DarioHealth Corp (DRIO) has a 90% client renewal rate, indicating strong customer satisfaction and retention.

Negative

Revenue for the third quarter of 2025 was $5 million, which is lower on a year-over-year and quarter-over-quarter basis.
The company experienced a decline in revenue due to the non-renewal of a large scope of work with a national health plan in early 2025.
There is a continued sequential decline in B2B2C revenue, attributed to the transition from milestone-driven to recurring revenue models.
DarioHealth Corp (DRIO) faces risks and uncertainties with forward-looking statements, which may lead to actual results differing materially from projections.
The company is still in the process of reaching cash flow breakeven, expected by late 2026 to early 2027, indicating ongoing financial challenges.

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

DRIO.OQ - DarioHealth Corp
Q3 2025 DarioHealth Corp Earnings Call
Nov 13, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen and welcome to the Dao Health 3rd quarter 2025 results conference call. At this time all lines are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. If you require immediate assistance during this call, please press 0 at any time for the operator. This call is being recorded on Thursday, November 13th of 2025.

I would now like to turn the conference over to Zoey Harrison, VP Accounting and Corporate Development at Taio Health. Zoey, please go ahead.

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Unidentified_2 [2]
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