PROCEPT BioRobotics Corp (NAS:PRCT)

Q4 2025 Procept Biorobotics Corp Earnings Call Transcript

Feb 25, 2026 / 09:30 PM GMT

Release Date Price: $27.84 (+2.13%)

Transcript 10-K8-K

Key Points

Positve

PROCEPT BioRobotics Corp (PRCT) reported a 69% year-over-year growth in procedures for the fourth quarter of 2025, indicating strong demand for their services.
The company implemented a new commercial structure, integrating clinical and sales functions under regional leaders, which is expected to enhance customer success and procedure growth.
A dedicated launch team was formed to focus on new system placements, aiming to drive consistent launches and improve downstream utilization.
The average selling price of handpieces increased by 5% sequentially, reflecting improved pricing discipline and contributing to better revenue quality.
Despite a reduction in projected 2026 handpiece revenue, the increase in average selling prices is expected to meaningfully offset the revenue impact.

Negative

The fourth quarter of 2025 saw lower than anticipated financial performance due to changes in business practices, including the elimination of bulk purchase discounts.
Gross margin for the fourth quarter decreased to 60.6% from 64% in the prior year, impacted by lower US consumable revenue and a one-time field action.
Net loss for the fourth quarter increased to $29.8 million compared to $18.9 million in the same period of 2024, reflecting higher operating expenses.
The realignment of the sales force and creation of a launch team caused short-term disruption, with fewer tenured resources temporarily in the field.
The company reset its 2026 revenue guidance to $390 to $410 million, representing a lower growth rate than previously anticipated due to changes in sales practices and short-term disruptions.

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

PRCT.OQ - Procept Biorobotics Corp
Q4 2025 Procept Biorobotics Corp Earnings Call
Feb 25, 2026 / 09:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon and welcome to the Proep by robotics 4th quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. We will be facilitating a question-and-answer session toward the end of today's call. As a reminder, this call is being recorded for replay purposes. I would now like to turn the conference over to Matt Vasco, Vice President of Investor Relations, for a few introductory comments. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good afternoon and thank you for joining Prose Biorobotics 4th quarter 2025

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.