Earnings summaries and quarterly performance for Ceribell.
Executive leadership at Ceribell.
Board of directors at Ceribell.
Research analysts who have asked questions during Ceribell earnings calls.
Joshua Jennings
TD Cowen
7 questions for CBLL
Stephanie Piazzola
Bank of America
6 questions for CBLL
Robert Marcus
JPMorgan Chase & Co.
5 questions for CBLL
William Plovanic
Canaccord Genuity
4 questions for CBLL
Macauley Kilbane
William Blair & Company
3 questions for CBLL
Jon Young
Canaccord Genuity Group Inc.
2 questions for CBLL
Lilia-Celine Lozada
JPMorgan Chase & Co.
2 questions for CBLL
Bill Plovanic
Canaccord Genuity
1 question for CBLL
Brandon Vazquez
William Blair & Company, L.L.C.
1 question for CBLL
Marie Thibault
BTIG
1 question for CBLL
Travis Steed
Bank of America
1 question for CBLL
Recent press releases and 8-K filings for CBLL.
- Ceribell, Inc. received FDA 510(k) clearance for its next-generation Clarity algorithm, designed to detect electrographic seizures in newborns from pre-term to older ages.
- This clearance establishes Ceribell's system as the first and only FDA-cleared AI-powered seizure detection system spanning all patient ages, from pre-term neonates through adults.
- The technology addresses a significant unmet need in neonatal care, where research indicates that up to 90% of seizures go undetected without EEG monitoring, and prolonged seizures can lead to an 8-fold increased risk of mortality and long-term disability in high-risk newborns.
- The system, supported by EEG data from over 700 patients, combines proprietary algorithms with specialized hardware, including a neonatal-optimized headcap, to enable real-time detection of non-convulsive seizures in intensive care units and emergency rooms across the U.S..
- Ceribell, Inc. announced on December 9, 2025, that it received FDA 510(k) clearance for its proprietary delirium screening and monitoring solution.
- This clearance establishes the Ceribell System as the first and only FDA cleared delirium screening and monitoring device, enabling it to simultaneously support continuous seizure, electrographic status epilepticus (ESE), and delirium monitoring at the bedside.
- The delirium algorithm was validated using EEG data and clinical assessments from 225 adults in critical care environments.
- Ceribell has submitted a New Technology Add-on Payment (NTAP) application to the Centers for Medicare and Medicaid Services (CMS) for this new indication and plans to finalize its go-to-market strategy in the near future.
- Ceribell reported $22.6 million in revenue for 3Q 2025, representing 31% year-over-year growth and an 88% gross margin.
- The company's AI-powered EEG platform targets a >$2 billion estimated U.S. annual addressable market for serious neurological conditions, with 615 active accounts as of September 30, 2025.
- Key 2025 progress includes FDA clearance for neonate Clarity and headcap, which opens an incremental ~$400 million market and ~280 children's hospitals, with a combined commercial launch expected in 2026.
- Ceribell's business model generates recurring revenue, with approximately 75% from product sales (single-patient disposable) and 25% from subscriptions (SaaS + loaned capital), supported by consistent sequential quarterly revenue growth.
- Cerebell reported $22.6 million in revenue last quarter, achieving 31% year-over-year growth and an 88% company-wide gross margin.
- The company's neuro monitoring platform, which uses AI for seizure detection, is active in over 600 US accounts and addresses a $2 billion US Total Addressable Market (TAM).
- Cerebell's revenue model is primarily driven by 75% disposable single-use headbands and 25% subscription fees.
- The company is focused on expanding its US market penetration, currently at 3%, and has gained access to 200 VA hospitals and 280 children's hospitals through new pediatric and neonate capabilities, expanding its TAM by $400 million.
- Future growth initiatives include developing algorithms for additional indications such as delirium and stroke, with the delirium 510k indication currently well on track.
- CeriBell reported a $22.6 million quarter in Q3, demonstrating 31% year-over-year growth, and is currently run-rating at approximately $90 million with 88% gross margins. The company's current guidance for the full year is $87 million - $89 million, with gross margins expected in the mid-80s.
- The company is active in 615 hospitals in the US, representing about 10% of the target market, and is only 30% penetrated within these active accounts. A significant expansion of the sales force post-IPO, increasing territory managers from mid-30s to mid-50s, is expected to accelerate revenue growth starting in 2026.
- Strategic growth initiatives include expanding within existing accounts, a successful VA pilot leading to committed expansion, and systematizing engagement with large Integrated Delivery Networks (IDNs).
- CeriBell is mitigating tariff impacts by shifting manufacturing to Vietnam and is committed to becoming profitable without additional capital, despite increased net losses due to commercial investments.
- CeriBell achieved $22.6 million in Q3 revenue, demonstrating 31% year-over-year growth and an 88% gross margin, with an annualized run rate of approximately $90 million.
- The company's current full-year guidance is $87 million-$89 million, with gross margins expected in the mid-80s as manufacturing shifts to Vietnam to mitigate tariff impacts.
- CeriBell has expanded its sales force significantly post-IPO, with the impact on revenue anticipated to begin in 2026, and reports its pipeline of new accounts is the "most robust it's ever been".
- Currently active in 615 US hospitals, representing 10% of the target market, CeriBell sees expansion within the VA system and large IDNs as key growth opportunities for the coming year.
- Despite increased net losses due to commercial investments, the company is focused on growth and is committed to achieving profitability without requiring additional capital.
- CeriBell reported Q3 revenue of $22.6 million, representing 31% year-over-year growth, with high 88% gross margins.
- The company has raised its guidance to $87 million-$89 million, noting a conservative approach and expected seasonality with Q4 and Q1 typically being higher.
- CeriBell has expanded its sales force, increasing territory managers from mid-30s to mid-50s post-IPO, with the impact on growth expected to accelerate starting in 2026.
- To mitigate tariff impacts, CeriBell is shifting manufacturing to Vietnam and is already accepting commercial products from there, aiming for a long-term mix between China and Vietnam.
- Despite increased net losses due to commercial investments, the company remains a growth-first entity committed to achieving profitability without additional capital.
- CBLL reported total revenue of $22.6 million for Q3 2025, representing 31% growth over the prior year, and raised its full-year 2025 revenue guidance to $87 million-$89 million.
- The company posted a net loss of $13.5 million, or $0.37 per share, for Q3 2025, with $168.5 million in cash, cash equivalents, and marketable securities as of September 30, 2025.
- Active accounts increased by 31 sequentially to 615 as of September 30, 2025, marking the largest sequential increase since becoming a public company.
- CBLL received 510(k) clearance for Clarity in pediatric populations and anticipates bringing a neonatal application to market in 2026, which is expected to expand its addressable market by approximately $400 million.
- Ceribell reported total revenue of $22.6 million in the third quarter of 2025, marking a 31% increase compared to the same period in 2024.
- The company achieved a gross margin of 88% in Q3 2025 and ended the quarter with 615 total active accounts.
- Net loss for Q3 2025 was $13.5 million, or $0.37 net loss per share.
- Ceribell raised its revenue guidance for the full year 2025 to a range of $87 million to $89 million, representing growth of approximately 33% to 36% over the prior year.
- As of September 30, 2025, cash, cash equivalents, and marketable securities totaled $168.5 million.
- CeriBell reported strong financial performance for its last quarter, with $21.2 million in revenue, 38% year-to-year growth, and an 88% gross margin, operating in 584 US accounts.
- The company targets a $2 billion total addressable market (TAM) in the US for seizure detection, currently 3% penetrated, and is expanding its neural monitoring platform to pediatric and neonatal populations, as well as new indications like delirium and stroke, aiming to make EEG a new vital sign.
- CeriBell is derisking its supply chain by establishing a new manufacturing site in Vietnam, which will be operational by the end of the current quarter (Q3), while maintaining a dominant market position through superior products, its proprietary AI algorithm, and extensive clinical evidence.
- Key investment areas include growing commercial infrastructure, significant R&D for new indications, and generating further clinical evidence to drive adoption and establish EEG as a standard of care.
Quarterly earnings call transcripts for Ceribell.
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