Earnings summaries and quarterly performance for NeuroPace.
Executive leadership at NeuroPace.
Board of directors at NeuroPace.
Research analysts who have asked questions during NeuroPace earnings calls.
RP
Rohin Patel
JPMorgan Chase & Co.
4 questions for NPCE
Also covers: CVRX, HAE, INGN
Frank Takkinen
Lake Street Capital Markets
3 questions for NPCE
Also covers: ANGO, AORT, AXGN +17 more
Michael Kratky
Leerink Partners
3 questions for NPCE
Also covers: AXGN, BBNX, DXCM +6 more
Michael Polark
Wolfe Research
3 questions for NPCE
Also covers: BSX, DXCM, EMBC +11 more
PS
Priya Sachdeva
BTIG
3 questions for NPCE
RO
Ross Osborn
Cantor Fitzgerald
3 questions for NPCE
Also covers: AXGN, CERS, CVRX +12 more
VC
Vikramjeet Chopra
Wells Fargo & Company
2 questions for NPCE
Also covers: ALGN, ATEC, CNMD +9 more
JP
Junwoo Park
Cantor Fitzgerald
1 question for NPCE
Also covers: CERS, PAVM, SMTI
Mike Kratky
Leerink Partners
1 question for NPCE
Also covers: AXGN, DXCM, INSP +4 more
Nelson Cox
Lake Street Capital Markets
1 question for NPCE
Also covers: AORT, AQST, CVRX +6 more
VC
Vik Chopra
Wells Fargo & Company
1 question for NPCE
Also covers: ALGN, ATEC, CNMD +7 more
YC
Yi Chen
H.C. Wainwright & Co.
1 question for NPCE
Also covers: ANGO, APDN, BLFS +22 more
Recent press releases and 8-K filings for NPCE.
NeuroPace Reports Strong 2025 Results and Provides 2026 Guidance
NPCE
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- NeuroPace achieved a significant milestone in 2025 with its first-ever $100 million in revenue, marking 25% year-on-year growth, primarily driven by its RNS System which also grew 25% to $81.7 million and delivered 77.2% gross margins.
- For 2026, the company projects revenue of $98-$100 million, with RNS revenue growth of 20%-22% and an anticipated increase in gross margins to 81%-82%.
- Strategic growth initiatives include the recent PMA supplement submission to the FDA for idiopathic generalized epilepsy (IGE) patients and ongoing development for pediatric and Lennox-Gastaut indications, though 2026 guidance does not include revenue from potential IGE approval.
- The company is developing AI algorithms leveraging its over 24 million individualized EEG recordings to enhance therapy effectiveness and efficiency, and reported an increase in its cash balance from $60 million in Q3 2025 to $61 million in Q4 2025.
- NeuroPace remains confident in its ability to achieve cash flow break-even by 2027.
6 days ago
NeuroPace Reports Preliminary FY2025 Results and Provides FY26 Guidance
NPCE
Earnings
Guidance Update
New Projects/Investments
- NeuroPace reported preliminary unaudited total revenue of ~$100 million for FY2025, representing +25% YoY growth, with RNS Revenue at ~$81.7 million (+25% YoY growth) and a gross margin of ~77.2%. For Q4 2025, total revenue was ~$26.6 million (+24% YoY growth).
- The company provided FY26 guidance for revenue between $98 million and $100 million, with RNS Revenue growth of ~20-22% and a projected gross margin of ~81-82%.
- NeuroPace is pursuing market expansion into generalized epilepsy and pediatrics, with a PMA-S submitted to the FDA in Q4 2025 for indication expansion in idiopathic generalized epilepsy (IGE).
- The company is also focused on advancing its AI ecosystem built on a proprietary iEEG dataset, developing a robust product pipeline including next-gen PDMS and AI-Powered ADAPT, and expanding access through community channels.
6 days ago
NeuroPace Achieves $100 Million Revenue in 2025, Guides for 2026 Growth
NPCE
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- NeuroPace achieved $100 million in revenue for the first time in 2025, marking 25% year-on-year growth, with its core RNS System contributing $81.7 million.
- For 2026, the company provided revenue guidance of $98-$100 million, projecting 20%-22% RNS revenue growth and 81%-82% gross margins. This guidance is for the core focal RNS business and does not include potential revenue from new indications.
- The company reported an increase in its cash balance from $60 million in Q3 2025 to $61 million in Q4 2025 from operations, achieving its second consecutive quarter of positive adjusted EBITDA.
- Strategic initiatives include the submission of a PMA supplement to the FDA in December for idiopathic generalized epilepsy (IGE), a market representing approximately 250,000 patients, and ongoing development of an AI suite and next-generation hardware.
- The distribution relationship with Dixie Medical was wound down by the end of Q3 2024 to enhance focus on the higher-margin RNS business.
6 days ago
NeuroPace Reports Strong 2025 Financials and Outlines 2026 Growth Strategy
NPCE
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- NeuroPace achieved a significant milestone in 2025 with $100 million in total revenue, marking 25% year-on-year growth, primarily driven by its core RNS System revenue of $81.7 million. The company also reported a 77.2% gross margin for the year.
- For 2026, NeuroPace is guiding to revenue of $98-$100 million, with RNS revenue growth of 20%-22% and an anticipated gross margin of 81%-82%. This guidance excludes potential revenue from new indications.
- The company is actively pursuing indication expansion for its RNS System, having submitted a PMA supplement to the FDA for idiopathic generalized epilepsy (IGE) patients, following positive Nautilus trial results showing a 77% median seizure reduction rate at 18 months. Plans also include expansion into pediatric and Lennox-Gastaut patient populations.
- NeuroPace is developing AI algorithms and a next-generation hardware platform to leverage its unmatched dataset of over 24 million individualized EEGs, with the first AI product, "seizureID," submitted to the FDA.
- The company reported an increase in its cash balance from $60 million in Q3 to $61 million in Q4 2025 and remains confident in achieving cash flow break-even by the end of 2027.
6 days ago
NeuroPace Reports Preliminary Q4 and FY 2025 Results and Initial 2026 Outlook
NPCE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NeuroPace reported preliminary unaudited total revenue of approximately $26.6 million for Q4 2025, a 24% increase over Q4 2024, and approximately $100 million for full year 2025, a 25% increase over 2024.
- For 2026, total revenue is anticipated to be $98 million to $100 million, reflecting 20% to 22% growth in the core RNS business compared to 2025 RNS revenue.
- The company expects 2026 gross margin to be 81% to 82%, an increase from the 77.2% preliminary unaudited gross margin for full year 2025.
- As of December 31, 2025, NeuroPace held $61.1 million in cash equivalents and short-term investments.
- NeuroPace will report DIXI related financial results as a discontinued operation starting in Q1 2026, with comparable periods adjusted accordingly.
7 days ago
NeuroPace Files PMA Supplement for RNS System Indication Expansion
NPCE
Product Launch
New Projects/Investments
- NeuroPace has submitted a Premarket Approval Supplement (PMA-S) to the U.S. Food and Drug Administration (FDA) to expand the labeled indication for its RNS® System.
- The expansion seeks to include patients with antiseizure-medication (ASM) resistant idiopathic generalized epilepsy (IGE) with generalized tonic-clonic (GTC) seizures.
- This submission is supported by positive preliminary 18-month NAUTILUS trial data, which showed a 77% median GTC seizure reduction and a favorable safety profile.
- The RNS System has been granted Breakthrough Device Designation for this IGE indication, and PMA supplements are typically reviewed within approximately 180 days.
Dec 17, 2025, 1:00 PM
NeuroPace Reports Record Q3 2025 Revenue and Raises Full-Year Guidance
NPCE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NeuroPace reported record total revenue of $27.4 million in Q3 2025, representing 30% year-over-year growth, primarily driven by RNS revenue of $22.6 million.
- The company achieved positive adjusted EBITDA of $0.1 million in Q3 2025, marking the first time in its history.
- NeuroPace raised its full-year 2025 revenue guidance to $97 million-$98 million (from $94 million-$98 million) and its gross margin guidance to 76%-77% (from 75%-76%).
- The company is strategically shifting its focus to the core RNS business, with Dixie product sales expected to be substantially complete by the end of 2025.
- The PMA supplement for NAUTILIST (IGE) is on track for submission before year-end, while the pediatric indication submission timeline has been extended beyond 2025.
Nov 4, 2025, 9:30 PM
NeuroPace Reports Strong Q3 2025 Financial Results and Raises Full-Year Guidance
NPCE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NeuroPace reported record quarterly revenue of $27.4 million in Q3 2025, representing 30% growth compared to the third quarter of 2024.
- The company delivered a strong gross margin of 77.4% in Q3 2025, an increase from 73.2% in the third quarter of 2024.
- Net loss for the third quarter of 2025 was ($3.5) million, an improvement from a net loss of ($5.5) million in the third quarter of 2024.
- NeuroPace increased its full-year 2025 revenue guidance to between $97 million and $98 million and its gross margin guidance to between 76% and 77%.
- Operationally, NeuroPace remains on track to submit the NAUTILUS PMA Supplement to the FDA for IGE indication expansion by year-end 2025 and submitted its Seizure ID™ AI application to the FDA for approval.
Nov 4, 2025, 9:10 PM
NeuroPace Reports Q3 2025 Financial Results and Increases Guidance
NPCE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NeuroPace reported record quarterly revenue of $27.4 million for the third quarter of 2025, marking a 30% growth compared to the third quarter of 2024.
- The company achieved a gross margin of 77.4% in Q3 2025, an increase from 73.2% in the third quarter of 2024.
- NeuroPace increased its full-year 2025 revenue guidance to between $97 million and $98 million and its gross margin guidance to between 76% and 77%.
- The company remains on track to submit the NAUTILUS PMA Supplement to the FDA for IGE indication expansion by year-end 2025 and has submitted its Seizure ID™ AI application for approval.
Nov 4, 2025, 9:05 PM
NeuroPace Reports Q3 2025 Results and Provides FY 2025 Guidance
NPCE
Earnings
Guidance Update
New Projects/Investments
- NeuroPace reported Q3 2025 revenue of $27.4M, reflecting 30% YoY growth, and achieved a gross margin of 77.4%, an increase of 417 basis points YoY.
- The company provided FY 2025 revenue guidance of $97M-$98M, indicating 18%-23% growth, and FY gross margin guidance of 76%-77%.
- NeuroPace identifies a $3.5B+ annual target market opportunity and projects 20%+ long-range plan (LRP) growth, with over 6,000 patients having received the RNS System.
- Strategic initiatives include expanding into generalized epilepsy, with the NAUTILUS trial completing 1-year follow-up in March 2025 and a planned PMA-S submission in Q4 2025, and leveraging its 22M+ iEEG recordings to develop an AI ecosystem for therapy optimization and product pipeline expansion.
Nov 4, 2025, 9:00 PM
Quarterly earnings call transcripts for NeuroPace.
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