Earnings summaries and quarterly performance for SHOULDER INNOVATIONS.
Research analysts covering SHOULDER INNOVATIONS.
Recent press releases and 8-K filings for SI.
Shoulder Innovations Guides to $45M-$46M Revenue for 2025 and Details Robotics Solution
SI
Guidance Update
Product Launch
New Projects/Investments
- Shoulder Innovations guided to $45 million-$46 million in revenue for 2025.
- The company provided an update on its robotic solution for shoulder arthroplasty, designed for the ambulatory surgery center (ASC) environment and integrated with its ProVoyance planning platform.
- Shoulder Innovations plans to expand into fracture and revision indications in Q1 2026, addressing currently unserved market segments.
- The company reported 50% year-over-year growth in its Core and Contender surgeon groups in Q3, which account for 95% of its revenue.
- CFO Jeff Points stated that the new robotic solution does not affect the company's ability to achieve cash flow break-even with current cash on hand.
Dec 3, 2025, 1:30 PM
Shoulder Innovations discusses 2025 guidance and robotic surgery advancements
SI
Product Launch
Guidance Update
New Projects/Investments
- Shoulder Innovations (SI) guided to $45 million-$46 million in 2025.
- The company provided an update on its robotic solution, ProVoyance, an AI-enabled automated preoperative planning solution for shoulder arthroplasty, designed for ambulatory surgery centers (ASCs) with minimal capital investment.
- SI plans to enter fracture and revision indications in Q1 2026, which currently represent areas they do not treat.
- The "Core Contender" surgeon group, responsible for 95% of revenue, increased by 50% in each of the past two quarters.
- The CFO stated that the robotic initiative does not alter the company's ability to reach cash flow break-even with current cash on hand, and they aim for profitability over time.
Dec 3, 2025, 1:30 PM
Shoulder Innovations Provides 2025 Guidance and Announces Robotic Solution
SI
Guidance Update
Product Launch
New Projects/Investments
- Shoulder Innovations (SI) guided to $45 million-$46 million in revenue for 2025.
- The company announced a new robotic solution for shoulder arthroplasty, integrating with its AI-enabled ProVoyance preoperative planning platform, designed for deployment in ambulatory surgery centers with minimal capital investment.
- SI plans to enter the fracture and revision indications market in Q1 2026, which currently represents a significant untapped opportunity for the company.
- The company reported 50% year-over-year growth in its Core Contender surgeon group in Q3, contributing to nearly 60% business growth.
- Management highlighted excellent gross margins in Q3 and emphasized a focus on profitability and operational leverage, benefiting from a focused market and efficient product design.
Dec 3, 2025, 1:30 PM
Shoulder Innovations Reports Strong Growth and Product Pipeline at Jefferies Conference
SI
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- Shoulder Innovations operates in a $2.8 billion global shoulder arthroplasty market that is growing at 10% annually, with approximately 75% of this market located in the United States.
- The company's key differentiators include its InSet Glenoid technology, which has demonstrated 100% survivorship up to almost nine years in clinical studies, and an AI-enabled preoperative planning platform used for effectively all of its procedures.
- Shoulder Innovations has developed a capital-efficient ecosystem featuring a two-tray instrument package for ambulatory surgery centers (ASCs), a significant advantage as procedures increasingly shift to ASCs following CMS payment authorization in January 2024.
- The company reported just under $42 million in revenue on a trailing 12-month basis, achieving a 55% CAGR and 58% growth in the third quarter.
- Future growth is expected from new product launches, including the i70, i135 (fracture), i185 (revision), and metal hypersensitivity heads (N22), with fracture and metal hypersensitivity products anticipated for release in the coming weeks or first half of 2026.
Nov 18, 2025, 8:30 AM
Shoulder Innovations Highlights Strong Growth and Strategic Advantages in Shoulder Arthroplasty Market
SI
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- Shoulder Innovations operates in a $2.8 billion global shoulder arthroplasty market that is growing at 10% annually.
- The company reported trailing 12-month revenue of just under $42 million with a 55% Compound Annual Growth Rate (CAGR), and Q3 growth of 58%.
- Key competitive advantages include the InSet Glenoid technology, which has demonstrated 100% survivorship up to almost nine-year follow-up, and an AI-enabled preoperative planning platform (ProVoyance), which is utilized for every implant.
- Shoulder Innovations is strategically positioned for the shift of procedures to ambulatory surgery centers (ASCs), with procedures in ASCs increasing from 10% in December 2023 to over 30% in January 2024, supported by a capital-efficient, two-tray instrument system.
- Upcoming product launches, including the i70 (shortest reverse stem), i135 (fracture), i185 (revision), and a device for metal hypersensitivity, are anticipated to expand market coverage and enhance gross margins, with initial releases in the coming weeks and broader commercialization in H1 2026.
Nov 18, 2025, 8:30 AM
Shoulder Innovations Discusses Market Growth, Technology, and Product Pipeline at Jefferies Conference
SI
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Shoulder Innovations operates in a $2.8 billion global shoulder arthroplasty market that is growing at 10% annually, with 75% of the market in the United States.
- The company's core InSet Glenoid technology has shown 100% survivorship up to almost nine-year follow-up and an 87% reduction in rocking horse motion. Additionally, their AI-enabled ProVoyance preoperative planning platform is utilized for every implant.
- Shoulder Innovations is strategically positioned for the accelerating shift of shoulder arthroplasty procedures to ambulatory surgery centers (ASCs), with over 30% of their procedures now in ASCs compared to 10% in December 2023, largely due to their capital-efficient, two-tray instrument package.
- On a trailing 12-month basis, the company reported just under $42 million in revenue with a 55% CAGR, and experienced Q3 growth of approximately 58%.
- Upcoming product launches include the i70 reverse shoulder arthroplasty stem, fracture indications (i135) with broader commercialization in H1 2026, and metal hypersensitivity heads (N22) expected in coming weeks, which are anticipated to have more compelling average selling prices.
Nov 18, 2025, 8:30 AM
Shoulder Innovations Reports Strong Q3 2025 Results and Raises Full-Year Revenue Guidance
SI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Shoulder Innovations reported Q3 2025 revenue of $11.8 million, marking a 58% increase over the prior year quarter.
- The company achieved a gross margin of 76.2% for Q3 2025.
- For Q3 2025, net loss was $8.7 million, and Adjusted EBITDA loss was $7.5 million.
- Shoulder Innovations increased its full-year 2025 revenue guidance to a range of $45 million to $46 million, up from prior guidance of $42 million to $44 million.
- As of September 30, 2025, cash and cash equivalents, and marketable securities totaled $137 million.
Nov 12, 2025, 2:13 PM
Shoulder Innovations Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SI
Earnings
Guidance Update
Product Launch
- Shoulder Innovations reported Q3 2025 revenue of $11.8 million, marking a 58% increase year-over-year, and subsequently raised its full-year 2025 revenue guidance to $45-$46 million.
- The company's gross margin was 76.2% in Q3 2025, with a net loss of $8.7 million and an adjusted EBITDA loss of $7.5 million.
- Shoulder Innovations significantly strengthened its balance sheet, ending Q3 2025 with over $137 million in cash and marketable securities following $115 million in gross proceeds from its July convertible notes financing and IPO.
- Operational growth was driven by a 53% year-over-year increase in implant volume to 1,584 units, and the launch of the Inset 70 humeral stem.
- The company also received FDA 510(k) clearance for its iSeries humeral implant product line for fracture indications and anticipates launching new products for metal hypersensitivity in the coming weeks.
Nov 11, 2025, 9:30 PM
Shoulder Innovations Reports Q3 2025 Results and Raises Full-Year Guidance
SI
Earnings
Guidance Update
Product Launch
- Shoulder Innovations reported revenue of $11.8 million in the third quarter ended September 30, 2025, marking a 58% increase over the prior year quarter.
- The company achieved a gross margin of 76.2% in Q3 2025, with a net loss of $8.7 million and an Adjusted EBITDA loss of $7.5 million for the same period.
- Shoulder Innovations increased its full-year 2025 revenue guidance to a range of $45 million to $46 million, up from the previous guidance of $42 million to $44 million.
- Key business highlights include the full commercial launch of the InSet™ 70 and FDA 510(k) clearance for expanding the I-Series humeral stem product line to include certain fracture indications.
Nov 11, 2025, 9:05 PM
Quarterly earnings call transcripts for SHOULDER INNOVATIONS.
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