TELA Bio Inc (NAS:TELA)

Q1 2026 TELA Bio Inc Earnings Call Transcript

May 12, 2026 / 08:30 PM GMT

Release Date Price: $1.02 (+5.14%)

Transcript 10-Q8-K

Key Points

Positve

TELA Bio Inc (TELA) achieved a 41% revenue growth in its European business, driven by its hernia portfolio.
The company successfully launched the Ovatex Long-Term Resorbable Reinforcement Portfolio (Ovatex LTR) in the U.S., receiving positive feedback from the field.
TELA Bio Inc (TELA) has fully staffed its U.S. commercial team, achieving hiring targets and preparing for increased productivity.
The company reported a 16% year-over-year unit growth rate for Ovatex, indicating market share gains.
TELA Bio Inc (TELA) has a new board of directors with deep industry experience, expected to guide the company through its next phase of growth.

Negative

TELA Bio Inc (TELA) reported a modest decline in gross margin from 68% to 66% due to higher charges for excess and obsolete inventory.
The company experienced a decline in PRS utilization due to the absence of several high-volume implanters.
Net loss increased to $12.3 million in Q1 2026 from $11.3 million in Q1 2025, primarily due to higher interest expenses.
Operating expenses remained flat at $23 million, indicating no reduction in costs despite revenue growth.
The company faces challenges in the U.S. market due to complex pricing and bundling dynamics compared to the more straightforward European market.

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

TELA.OQ - TELA Bio Inc
Q1 2026 TELA Bio 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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Good day, everyone, and welcome to TELA's first quarter 2026 conference call. At this time, all participants are in a listen-only mode. After the presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press *11 on your telephone. You will then hear a message advising your hand is raised. To withdraw your question, please press *11 again. Please be advised that today's conference is being recorded. I would now like to turn the call over to Louise H. Smith. Please go ahead.

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Unidentified_2 [2]
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Thank you, Carmen,

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