NeuroPace Inc (NAS:NPCE)

Q1 2026 Neuropace Inc Earnings Call Transcript

May 12, 2026 / 08:30 PM GMT

Release Date Price: $15.8 (+0.83%)

Transcript 10-Q8-K

Key Points

Positve

NeuroPace Inc (NPCE) reported a total revenue of $22.1 million for Q1 2026, reflecting an 8% year-over-year growth.
The company achieved new all-time highs in active prescribers, accounts, and patient pipeline, indicating strong demand for the RNS system.
NeuroPace Inc (NPCE) raised its full-year 2026 revenue guidance to a range of $99 million to $101 million, up from the previous range of $98 million to $100 million.
The company completed its FDA mid-cycle review meeting for the Nautilus PMA supplement, which is seen as a productive step in the regulatory pathway.
NeuroPace Inc (NPCE) is advancing its product development with AI tools, including the eCOG Assistant, expected to be approved in Q2 2026, enhancing clinician efficiency and patient care.

Negative

The company experienced a GAAP net loss of $6.7 million for Q1 2026, slightly higher than the $6.6 million loss in the prior-year quarter.
Non-GAAP gross margin decreased to 82.5% from 83.6% in the prior-year quarter, although this was partly due to a one-time inventory revaluation benefit in Q1 2025.
The FDA requested additional information during the Nautilus PMA supplement review, which could potentially delay the approval process.
The contribution from the idiopathic generalized epilepsy (IGE) indication expansion is not included in the 2026 revenue guidance, indicating uncertainty in this area.
The company is still in the early stages of its replacement cycle for the RNS320 devices, with replacements accounting for less than 5% of revenue, indicating limited immediate impact from this revenue stream.

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

NPCE.OQ - Neuropace Inc
Q1 2026 Neuropace Inc Earnings Call
May 12, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Nero Pace first-quarter 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 one on your telephone keypad. If you would like to withdraw your question, press star one again.

Thank you, and I would now like to turn the conference over to Scott Shaper, head of Investor Relations. You may begin.

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