Earnings summaries and quarterly performance for SI-BONE.
Executive leadership at SI-BONE.
Board of directors at SI-BONE.
Research analysts who have asked questions during SI-BONE earnings calls.
CC
Caitlin Cronin
Canaccord Genuity
4 questions for SIBN
Also covers: ATEC, AXGN, BVS +10 more
CB
Craig Bijou
Bank of America Securities
4 questions for SIBN
Also covers: BLCO, COO, FNA +9 more
DS
David Saxon
Needham & Company
3 questions for SIBN
Also covers: ALC, ALGN, ATEC +11 more
DT
David Turkaly
Citizens JMP
3 questions for SIBN
Also covers: AXGN, FNA, HAE +4 more
MP
Matthew Park
Cantor Fitzgerald
2 questions for SIBN
Also covers: AXGN, BVS, CERS +5 more
RN
Richard Newitter
Truist Securities
2 questions for SIBN
Also covers: AXNX, DXCM, GKOS +18 more
YL
Young Li
Jefferies
2 questions for SIBN
Also covers: ALC, ARAY, ATEC +8 more
Andrew Ranieri
Morgan Stanley
1 question for SIBN
Also covers: ATEC
Felipe Lamar
Truist Securities
1 question for SIBN
Also covers: BBNX, TMCI, TNDM +1 more
Kallum Titchmarsh
Morgan Stanley
1 question for SIBN
Also covers: ATEC, AXNX, EMBC +5 more
MO
Matthew O'Brien
Piper Sandler & Co.
1 question for SIBN
Also covers: APYX, ATEC, ATRC +18 more
MO
Matt O'Brien
Piper Sandler Companies
1 question for SIBN
Also covers: BBNX, BSX, DXCM +6 more
S
Samantha
Piper Sandler & Co.
1 question for SIBN
Also covers: CVRX, RCEL
XL
Xuyang Li
Jefferies
1 question for SIBN
Also covers: BLCO, HYPR
Recent press releases and 8-K filings for SIBN.
SI-BONE Announces Preliminary Q4 and Full Year 2025 Revenue
SIBN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SI-BONE announced preliminary worldwide revenue for Q4 2025 between $56.2 million and $56.3 million, representing approximately 15% growth, and for Fiscal Year 2025 between $200.8 million and $200.9 million, representing approximately 20% growth.
- The company's U.S. revenue for Q4 2025 was between $53.3 million and $53.4 million (approximately 14% growth), and for Fiscal Year 2025 was between $190.9 million and $191.0 million (approximately 21% growth).
- As of December 31, 2025, cash and equivalents were approximately $147.7 million, with net cash generation of approximately $2.0 million in Q4 2025, marking the third consecutive quarter of net cashflow breakeven.
- U.S. active physicians increased by approximately 250 in Q4 2025, reaching around 1,640, an approximate 18% growth.
Jan 12, 2026, 2:11 PM
SI-BONE Announces Preliminary Q4 and Full Year 2025 Revenue
SIBN
Earnings
- SI-BONE, Inc. (SIBN) announced its preliminary and unaudited revenue and cash and cash equivalents for the fourth quarter and full year 2025 on January 12, 2026.
- For Fourth Quarter 2025, worldwide revenue is estimated between $56.2 - $56.3 million, representing approximately 15% growth compared to the prior year period.
- For Fiscal Year 2025, worldwide revenue is estimated between $200.8 - $200.9 million, reflecting approximately 20% growth compared to the prior year period.
- The company reported cash and equivalents of ~$147.7 million at the end of Q4 2025, implying net cash generation of ~$2.0 million in the quarter.
- These preliminary figures are subject to adjustment prior to the completion of SI-BONE's financial closing and audit procedures.
Jan 12, 2026, 2:00 PM
SI-BONE Discusses Strong Q3 2025 Performance, Product Pipeline, and Financial Outlook
SIBN
Revenue Acceleration/Inflection
Product Launch
Guidance Update
- SI-BONE reported 21% revenue growth in Q3 2025, alongside 27% growth in the number of physicians performing procedures, totaling over 1,500 surgeons in the quarter.
- The company has diversified its product portfolio with breakthrough devices like Granite for pelvic fixation and TNT for pelvic ring fractures, with a third breakthrough device targeting a significant unmet clinical need in spine expected in 2026.
- Significant reimbursement tailwinds include a new technology add-on payment of $4,100 (up to 30% higher reimbursement) for the TNT product effective October 5, 2025, and a 17% increase in payment for in-office SI Joint Fusion procedures effective January 1, 2026.
- SI-BONE achieved a gross margin of 79.8% in Q3 2025 and anticipates maintaining around 78% over the next two to three years, with a long-term goal of returning to 80%.
- The company has demonstrated durable growth, averaging over 20% annually since going public, and expects revenue growth to consistently outperform OPEX growth, leading to healthy adjusted EBITDA margins.
Dec 2, 2025, 5:00 PM
SI-BONE Discusses Q3 2025 Performance, Product Pipeline, and Financial Outlook
SIBN
Product Launch
Guidance Update
Revenue Acceleration/Inflection
- SI-BONE reported a 21% revenue growth in Q3 2025, marking four quarters of adjusted EBITDA profitability and a couple of quarters of net cash break-even. The number of physicians performing procedures grew 27% year-over-year, with over 1,500 surgeons doing at least one procedure in the quarter.
- The company has diversified its product portfolio beyond its original iFuse product, with new offerings like Granite for pelvic fixation and TNT for pelvic ring fractures, and plans to launch a third breakthrough device in the second half of 2026 targeting the largest unmet clinical need in spine, focusing on compromised bone applications.
- SI-BONE anticipates several reimbursement tailwinds, including a new technology add-on payment of $4,100 for TNT cases (up to 30% higher reimbursement) effective October 5, 2025, and a 17% increase in payment for in-office SI joint fusion procedures starting January 1, 2026.
- The CFO noted strong Q3 gross margins at 79.8% and expects gross margins to be around 78% over the next two to three years, with a potential to return to 80%. The company aims for revenue growth to consistently outperform OpEx growth, targeting an average of 1.5 times operating leverage.
Dec 2, 2025, 5:00 PM
SI-BONE Reports Strong Q3 2025 Performance and Outlines Growth Strategy
SIBN
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- SI-BONE reported strong Q3 2025 performance with 21% revenue growth and a 27% increase in physicians performing procedures, marking four consecutive quarters of adjusted EBITDA profitability.
- The company is diversifying its product portfolio beyond SI Joint Fusion, with new breakthrough devices like Granite and TNT, and plans to launch a third breakthrough device in 2026 focused on compromised bone applications.
- Management addressed patent expiration concerns by noting that newer patents for iFuse 3D extend through 2034/2035 and emphasized the company's broad, patent-protected product pipeline.
- Significant growth opportunities are expected from increasing procedures per existing physician, penetrating new market segments, and favorable reimbursement tailwinds, including a $4,100 add-on payment for TNT and a 17% increase for in-office SI Joint Fusion procedures.
- SI-BONE achieved a strong Q3 2025 gross margin of 79.8% and anticipates maintaining approximately 78% over the next two to three years, while focusing on operating leverage to drive continued EBITDA growth.
Dec 2, 2025, 5:00 PM
SIBN Reports Strong Q3 2025 Revenue Growth and Sustained Profitability
SIBN
Earnings
Revenue Acceleration/Inflection
- SIBN reported 20.6% worldwide revenue growth to $48.7 million and 21.2% U.S. revenue growth to $46.4 million in Q3 2025.
- The company achieved a 79.8% gross margin, an improvement of 75 basis points, and recorded $2.3 million in positive adjusted EBITDA for Q3 2025. This marks the fourth consecutive quarter of positive adjusted EBITDA.
- SIBN generated $2.3 million in positive cash flow from operating activities and maintained $145.7 million in cash and equivalents as of September 30, 2025.
- U.S. active physicians grew by 27.4% to 1,530 in Q3 2025, compared to 1,200 in Q3 2024.
Nov 10, 2025, 9:30 PM
SI-BONE Reports Strong Q3 2025 Results, Raises Full-Year Revenue Guidance, and Highlights Product Momentum
SIBN
Earnings
Guidance Update
Product Launch
- SI-BONE reported Q3 2025 worldwide revenue of $48.7 million, representing 21% growth year-over-year, and achieved positive adjusted EBITDA of $2.3 million, translating to an adjusted EBITDA margin of approximately 5%.
- The company reached a significant financial milestone by generating $2.3 million cash from operating activities in Q3 2025, marking its first quarter of meaningful positive operating cash flow, and ended the quarter with $145.7 million in cash and marketable securities.
- SI-BONE updated its full-year 2025 revenue guidance to range between $198 million-$200 million, implying 18%-20% year-over-year growth, and expects a full-year gross margin of 79.5%.
- Key product advancements include the successful commercialization of iFuse TORQ in Europe, significant progress on two new products expected to launch in 2026, and a new technology add-on payment (NTAP) for iFuse TORQ TNT effective October 1st, which represents over $4,100 in hospital reimbursement for pelvic fracture fixation in Medicare patients.
Nov 10, 2025, 9:30 PM
SI-BONE Reports Strong Q3 2025 Revenue Growth and Positive Operating Cash Flow, Raises Full-Year Guidance
SIBN
Earnings
Guidance Update
Product Launch
- SI-BONE (SIBN) reported worldwide revenue of $48.7 million for Q3 2025, representing approximately 21% growth year-over-year, with U.S. revenue growing 21.2% to $46.4 million.
- The company achieved positive adjusted EBITDA of $2.3 million, translating to an approximate 5% margin, and generated its first quarter of meaningful positive cash flow from operating activities of $2.3 million.
- SI-BONE updated its full-year 2025 revenue guidance to a range of $198 million-$200 million, implying year-over-year growth of approximately 18%-20%, an increase from the previous guidance of 17%-18%.
- Physician engagement saw substantial growth, with 1,530 physicians performing procedures in Q3 2025, a 27% year-over-year increase, and 330 new physicians added, marking the largest quarterly increase in company history.
- The company plans to launch a new SI joint dysfunction solution in Q1 2026 and a breakthrough device in late 2026, while CMS finalized a 17% increase in 2026 reimbursement for office-based SI joint procedures.
Nov 10, 2025, 9:30 PM
SI-BONE Reports Strong Q3 2025 Revenue and Profitability, Updates Full-Year Guidance
SIBN
Earnings
Guidance Update
Product Launch
- SI-BONE reported Q3 2025 worldwide revenue of $48.7 million, marking 20.6% growth, with U.S. revenue increasing 21.2% to $46.4 million.
- The company achieved positive adjusted EBITDA of $2.3 million (approximately 5% margin) and generated $2.3 million in positive cash flow from operating activities for Q3 2025, marking its first quarter of meaningful positive operating cash flow.
- SI-BONE updated its full-year 2025 revenue guidance to a range of $198 million-$200 million.
- Strategic product advancements include the successful commercialization of iFuse TORQUE in Europe, the filing of a 510(k) application for a next-generation technology anticipated for Q1 2026 launch, and progress on a third breakthrough device with potential commercialization by late 2026.
- Gross margin for Q3 2025 was 79.8%, and the company now anticipates gross margins to stabilize around 78%-78.5% over the medium term.
Nov 10, 2025, 9:30 PM
SI-BONE Reports Strong Q3 2025 Results and Raises Full-Year Guidance
SIBN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SI-BONE, Inc. reported strong financial results for Q3 2025, with worldwide revenue growing 20.6% to $48.7 million and U.S. revenue increasing 21.2% to $46.4 million.
- The company achieved positive adjusted EBITDA of $2.3 million and positive cash from operating activities of $2.3 million in the quarter, improving its net loss by 30.6% to $4.6 million.
- SI-BONE raised its fiscal year 2025 worldwide revenue guidance to a range of $198 million to $200 million, representing 18% to 20% year-over-year growth, and expects a gross margin of approximately 79.5%.
- As of September 30, 2025, the company held $145.7 million in cash and equivalents.
Nov 10, 2025, 9:12 PM
Quarterly earnings call transcripts for SI-BONE.
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