Q1 2026 Senestech Inc Earnings Call Transcript

May 12, 2026 / 09:00 PM GMT

Release Date Price: $1.66 (-4.05%)

Transcript 10-Q8-K

Key Points

Positve

Direct-to-consumer revenue increased by 42% to a record $194,000, indicating strong growth in this channel.
Subscription revenue rose by 44% to a new record of $56,000, with subscriber counts increasing by more than 50%.
B2B revenue increased by 57% to $298,000, showing significant traction in professional and commercial channels.
Gross margin improved to a company record of 68.6%, reflecting better production efficiency and reduced reliance on discounted sales.
E-commerce sales in April increased by 163% year-over-year, demonstrating successful transition to direct management of Amazon sales.

Negative

Revenue for the first quarter only increased by 2% compared to the previous year, indicating slower overall growth.
Operating expenses included $443,000 of one-time costs related to severance and legal issues, impacting profitability.
The transition to direct management of Amazon sales caused short-term channel disruption.
SG&A expenses remain high relative to revenue, highlighting the need for further optimization.
International expansion is limited by regulatory requirements, necessitating local partnerships for significant market entry.

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

SNES.OQ - SenesTech Inc
Q1 2026 Senestech Inc Earnings Call
May 12, 2026 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon, everyone, and welcome to the Cenestech Reports First Quarter Fiscal Year 2026 Financial Results Conference Call.

After today's presentation, there will be an opportunity to ask questions.

To submit a question, you may type it into the Ask a Question box on the webcast screen.

Please note today's event is being recorded.

At this time, I'd like to turn the conference call over to Robert Bloom with Lithum Partners. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you very much, Jamie, and thank you all for joining us

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...

7-Day Free Trial · Cancel Anytime

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.