Q2 2026 CapsoVision Inc Earnings Call Transcript

Aug 13, 2026 / 08:30 PM GMT

Release Date Price: €5.45

Transcript 10-Q8-K

Key Points

Positve

CapsoVision Inc (CV) reported a 10% year-over-year revenue growth in Q2 2026, driven by a 13% increase in capsule shipments.
The company achieved a significant milestone with the commercial launch of AI Highlights in the European Union and other international markets, enhancing its AI-enabled platform.
CapsoVision Inc (CV) continues to expand its customer base, securing renewals with major medical centers like University of Minnesota and Henry Ford, and becoming the top capsule used in Washington state hospitals.
The company's pipeline is advancing, with the CapsuleCam Colon program expected to submit for FDA review in Q4 2026, and the pancreatic cancer detection study progressing as planned.
CapsoVision Inc (CV) has established an at-the-market equity offering program of up to $100 million, providing financial flexibility for future investments.
The company expects second-half 2026 revenue to be higher than the first half, supported by continued commercial momentum and the anticipated US launch of AI Highlights.

Negative

CapsoVision Inc (CV) experienced a 3% decrease in average selling price due to competitive pricing pressure, impacting revenue growth.
Gross margin declined to 51% from 55% in the prior year, primarily due to pricing pressure and higher customs and tariff expenses from US trade policy changes.
Operating expenses increased significantly to $9.5 million from $6.5 million, driven by investments in clinical trials, product development, and public company costs.
The FDA clearance for AI Highlights in the US has been delayed, with the company expecting clearance by the end of Q3 2026, but acknowledging that approval is beyond their control.
The submission for the second-generation CapsuleCam and AI module has been shifted by a quarter due to the need for more positive subjects with significant polyps, based on FDA discussions.
The company's cash position is relatively low at $9.1 million, and it may need to rely on the ATM program to fund ongoing operations and development.

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

CV.OQ - CapsoVision Inc
Q2 2026 CapsoVision Inc Earnings Call
Aug 13, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone.

Thank you for joining us and welcome to Capture Vision's second quarter 2026 earnings conference call.

After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again.

I will now hand the conference over to Lee Salvo.

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Unidentified_2 [2]
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Thank you, operator. Good afternoon, everyone, and thank you for joining us for Captivision's second quarter 2026 earnings call.

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