Q2 2026 Senseonics Holdings Inc Earnings Call Transcript

Aug 6, 2026 / 08:30 PM GMT

Release Date Price: $5.15 (-0.58%)

Transcript 8-K

Key Points

Positve

Senseonics Holdings Inc (SENS) reported Q2 2026 revenue growth of approximately 120% year-over-year, with US revenue surging more than 150%.
Gross margin reached 59%, the strongest organic performance in company history, leading to a raise in full-year gross margin guidance to 58-61%.
The Eon Care network expanded to over 90 providers, ahead of schedule, and now performs approximately 40% of all US Eversense insertions.
Active prescribers for Eversense hit an all-time high, up approximately 130% year-over-year, driven by strong DTC and HCP channel performance.
The company raised its full-year 2026 revenue guidance to $62-66 million, reflecting continued strong momentum and confidence in the back half of the year.
Real-world data presented at ADA showed strong adherence (93% system use) and a mean time-in-range of 66% in open use, with 76% for partnered AID system users.

Negative

Net loss widened to $36.7 million in Q2 2026, compared to a $14.5 million loss in the prior year period, due to increased SG&A and R&D expenses.
SG&A expenses surged to $32.9 million from $9.7 million year-over-year, driven by the commercial transition from Ascensia and related operational costs.
Revenue outside the US grew only 12% year-over-year, below expectations, due to delays in tender updates and the commercial transition landing later than planned.
The company continues to burn significant cash, with expected cash utilization of $110-120 million for the full year 2026.
The European commercial transition caused a slight inventory buyback from Ascensia and pushed some OUS revenue into Q3 and Q4, creating timing uncertainty.
Operating expenses remain high at $150-160 million for the year, indicating the company is still in a heavy investment phase with no near-term profitability.

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

SENS.OQ - Senseonics Holdings Inc
Q2 2026 Senseonics Holdings Inc Earnings Call
Aug 06, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Mm

Good day everyone, and welcome to the Sensionics second quarter 2026 earnings call.

Later you will have the opportunity to ask questions during the question-and-answer session to register to ask a question at any time, please press 1 on your telephone keypad.

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 Sy Advisors.

Please go ahead.

Thank you.

This is Jeremy Pfeffer from Lifesize Advisors.

Before we begin today, let me remind you that the company's remarks include forward-looking statements.

These statements

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