Q4 2025 Senseonics Holdings Inc Earnings Call Transcript

Mar 2, 2026 / 09:30 PM GMT

Release Date Price: $8.33 (+0.73%)

Transcript 10-K8-K

Key Points

Positve

Senseonics Holdings Inc (SENS) achieved a 60% year-over-year revenue growth in 2025, reaching over $35 million.
The company successfully transitioned all commercial activities from Ascensia Diabetes Care back to Senseonics, enhancing operational efficiency and control.
Eversense 365 received approval in both the United States and the European Union, expanding its market reach.
The integration with Sequel's Twist automated insulin delivery system marked a significant milestone, offering seamless glucose monitoring for patients.
Senseonics improved its gross margins to over 50% by the end of 2025, indicating better financial health.

Negative

The company reported a net loss of $20.8 million in Q4 2025, an increase from the previous year, primarily due to increased sales commissions and transition costs.
Operating expenses are expected to increase significantly in 2026, with projected costs between $150 million and $160 million.
Cash utilization in 2026 is anticipated to be between $110 million and $120 million, largely due to increased SG&A expenses.
The transition of commercial activities in Europe is still underway, with some markets requiring extended timelines due to tender agreements.
The company faces seasonality challenges, with revenue expected to be back-half loaded in 2026, similar to 2025.

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

SENS.OQ - Senseonics Holdings Inc
Q4 2025 Senseonics Holdings Inc Earnings Call
Mar 02, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone and welcome toensionic's 4th quarter in full year 2025 earnings call.

At this time, all participants are in a listen-only mode. Later you will have the opportunity to ask questions during the question-and-answer session.

Please note today's call will be recorded and I'll be standing by should you need any assistance.

It is now my pleasure to turn the conference over to Jeremy Pfeffer from Life Sci Advisors. Please go ahead.

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Unidentified_2 [2]
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Thank you. This is Jeremy Pfeffer from Lifesty Advisors.

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