Jon Young's questions to CeriBell Inc (CBLL) leadership • Q1 2025
Question
Jon Young inquired about the pricing assumptions factored into the gross margin guidance and the company's ability to raise prices. He followed up by asking how quickly tariff-related price increases could be implemented given customer contract structures.
Answer
CFO Scott Blumberg stated the current margin guidance does not assume any new price increases, though he noted customers have been receptive to past increases due to the value delivered. He explained that since contracts are typically annual and expire on a rolling basis, any price changes would be implemented gradually as individual contracts come up for renewal.