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 is guiding for $87 million-$89 million in revenue for 2025, representing 34% year-over-year growth with an 88% gross margin.
- In 2025, the company expanded its total addressable market (TAM) from $2 billion to $3.5 billion, driven by FDA clearance for pediatric and neonate seizure detection and the first and only FDA clearance for delirium detection.
- For 2026, Ceribell plans a full launch of pediatric and neonate seizure detection and will conduct market development and a commercial pilot for delirium detection, with a full launch anticipated in Q4 2026 or early 2027.
- Strategic initiatives for 2026 include expanding into VA hospitals following FedRAMP High Cybersecurity certification and a successful pilot, and leveraging an expanded sales force to drive account acquisition and utilization.
- Ceribell is confident it can reach cash flow break-even with the cash raised during its IPO.
- Ceribell guided for $87 million-$89 million in revenue for 2025, representing 34% year-over-year growth with an 88% gross margin.
- In 2025, the company expanded its total addressable market (TAM) from $2 billion to $3.5 billion by gaining FDA clearance for delirium detection (a $1 billion opportunity) and for neonate and pediatric seizure detection (an incremental $400 million TAM), with a full launch of Delirium planned for Q4 2026 or early 2027.
- Ceribell plans to continue driving penetration in the U.S. acute care seizure market, which is currently 3% penetrated, through account acquisition (including expansion into VA hospitals in 2026) and increased utilization in existing accounts.
- The company is confident it can reach cash flow break-even with the cash raised during its IPO, leveraging its existing sales force for new product launches like delirium and neonate/pediatric indications.
- Ceribell guided $87 million-$89 million in revenue for 2025, representing 34% year-over-year growth with an 88% gross margin.
- The company expanded its Total Addressable Market (TAM) from $2 billion to $3.5 billion in 2025, primarily due to FDA clearance for seizure detection in pediatric and neonate populations and the first and only FDA clearance for delirium detection.
- Ceribell plans a full launch of delirium detection in Q4 2026 or early 2027 and will continue to expand into VA hospitals and children's hospitals in 2026.
- The business model is comprised of 25% subscription fees and 75% disposable headband sales, which has contributed to consistent quarterly revenue growth.
- Ceribell is currently 3% penetrated in the U.S. seizure acute care market, indicating substantial opportunity for growth through new account acquisition and increased utilization in existing accounts.
- CeriBell, Inc. (CBLL) announced on January 5, 2026, that the U.S. Food and Drug Administration (FDA) granted Breakthrough Device Designation for its Large Vessel Occlusion (LVO) stroke detection and monitoring solution.
- The designated solution utilizes Ceribell's existing hardware and an AI-based algorithm to interpret EEG signals for early detection of LVO stroke in hospital settings.
- This designation recognizes the potential for timely and accurate LVO detection, addressing a critical need given that LVO strokes contribute to approximately 62% of post-stroke dependence and 96% of post-stroke mortalities.
- The company aims to improve outcomes for in-hospital stroke patients, who often experience significant delays in detection and treatment compared to community-onset strokes.
- 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.
Quarterly earnings call transcripts for Ceribell.
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