Senseonics Announces Preliminary Unaudited Revenue for Fourth Quarter 2025 and Provides Business Update
Rhea-AI Summary
Senseonics (NASDAQ: SENS) reported preliminary unaudited Q4 2025 revenue of ~$14.2M (+71% YoY) and preliminary full‑year 2025 revenue of ~$35.2M (+~57% YoY), the largest quarterly and annual revenue in company history. The company expects to report audited results after market close on March 2, 2026 and held cash of approximately $94.3M as of December 31, 2025. Senseonics introduced 2026 revenue guidance of $58–$62M (≈65%–76% growth) and forecasted ~50% gross margin. Company highlights include 103% U.S. new patient growth in Q4, FDA IDE approval and enrollment for the Gemini pivotal trial, and the commercial transition of Eversense 365 from Ascensia effective January 1, 2026.
Positive
- Q4 2025 revenue of approximately $14.2M (+71% YoY)
- Full‑year 2025 revenue of approximately $35.2M (+~57% YoY)
- Introduced 2026 revenue guidance of $58–$62M (65%–76% growth)
- U.S. new patient growth of 103% in Q4 2025
- FDA IDE approval and Gemini pivotal trial enrollment
- Unaudited cash balance of approximately $94.3M as of Dec 31, 2025
Negative
- Preliminary results are unaudited and subject to adjustment
- 2026 guidance contingent on transition of Eversense commercialization from Ascensia
- Expected CE mark and Gemini trial completion are anticipated but not guaranteed
News Market Reaction
On the day this news was published, SENS declined 1.52%, reflecting a mild negative market reaction. This price movement removed approximately $4M from the company's valuation, bringing the market cap to $274M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
SENS was up 1.4% prior to the news while key peers showed mixed to negative moves, including RXST at -8.11% and PACB at -5.83%, pointing to stock-specific factors rather than a broad sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 10 | Conference participation | Positive | +5.3% | Participation in Stifel 2025 Healthcare Conference and investor meetings. |
| Nov 10 | Exchange transfer | Positive | +5.3% | Transfer of stock listing from NYSE American to Nasdaq Global Select Market. |
| Nov 05 | Earnings results | Positive | +0.6% | Q3 2025 results with strong revenue growth and improved gross profit. |
| Oct 22 | Earnings call setup | Neutral | +6.1% | Scheduling of Q3 2025 earnings release and conference call details. |
| Oct 06 | Prelim revenue update | Positive | +22.0% | Preliminary Q3 2025 revenue with ~91% YoY growth and strong patient trends. |
Recent company updates, including preliminary revenue and listing changes, have generally seen positive price reactions, suggesting a pattern of the stock responding favorably to corporate news.
Over the last few months, Senseonics reported strong operational momentum. Preliminary Q3 2025 revenue of $8.1M grew around 90% YoY, supported by ~160% U.S. new-patient growth. The company completed a 1-for-20 reverse split and moved its listing to Nasdaq in mid‑November 2025. Conference participation and earnings communications have also coincided with positive share moves, framing today’s preliminary Q4 2025 and 2026 guidance update within an ongoing growth and capital markets repositioning story.
Regulatory & Risk Context
An effective Form S-3 universal shelf filed on Aug 6, 2025 allows Senseonics to issue up to $300 million in securities, including a $100 million ATM program with TD Cowen, providing capital-raising flexibility that could be dilutive if utilized.
Market Pulse Summary
This announcement detailed record preliminary Q4 2025 revenue of $14.2M, full-year revenue of $35.2M, and strong 2026 guidance of $58–$62M with an expected 50% gross margin. It also highlighted 103% U.S. new-patient growth, IDE approval for the Gemini pivotal trial, and pipeline milestones into 2026. Investors may track upcoming March 2, 2026 results, commercialization transition from Ascensia, cash levels near $94.3M, and trial progress as key follow-ups.
Key Terms
continuous glucose monitoring (cgm) medical
investigational device exemption (ide) regulatory
fda regulatory
pivotal trial medical
ce mark regulatory
AI-generated analysis. Not financial advice.
Preliminary unaudited revenue expected to be approximately
Introduced 2026 revenue guidance of
Expects to report fourth quarter and full year 2025 financial results on March 2, 2026
GERMANTOWN, Md., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Senseonics Holdings, Inc. (NASDAQ: SENS) a medical technology company focused on the development and manufacturing of long-term, implantable continuous glucose monitoring (CGM) systems for people with diabetes, today announced preliminary revenue for the fourth quarter of 2025 and provided a general business update.
Recent Highlights & Accomplishments
- Generated preliminary unaudited fourth quarter 2025 revenue of approximately
$14.2 million , an increase of71% year-over-year, and preliminary unaudited revenue of approximately$35.2 million , an increase of approximately57% year-over-year, representing largest quarterly and annual revenue in company history. - Achieved
103% new patient growth in the U.S. in the fourth quarter versus the same period in 2024, driven largely by positive returns from direct-to-consumer (DTC) marketing efforts and representing the largest new patient addition in company history. - Secured Investigational Device Exemption (IDE) approval from the FDA to commence a pivotal trial for the self-powered battery enabled Gemini sensor and enrolled the first patients in the trial.
- First commercial patients using pump partner Sequel’s twiist™ insulin delivery system with Eversense 365 compatibility.
- Executed agreements with Ascensia Diabetes Care to take over commercialization and distribution of Eversense®, beginning January 1, 2026 in the U.S.
“We closed a successful 2025 on a high note, achieving by far our highest revenue quarter as our DTC efforts continue to drive an increasing number of patients to the world’s first and only year-long CGM, said Tim Goodnow, PhD, President and Chief Executive Officer of Senseonics. “We now look ahead to a 2026 that should bring more exciting developments for Senseonics, most notably the transition of commercial and distribution rights to Eversense 365 from Ascensia, which we expect will lead to higher revenue and improved gross margins. We also expect a boost from an anticipated CE mark in Europe for Eversense 365, the launch of the twiist system with full Eversense compatibility, and the completion of the Gemini trial in the second half of 2026. Taken together, we look forward to building on the momentum we established in 2025 to drive increased shareholder value in 2026 and beyond.”
Full Year 2026 Financial Outlook
Senseonics expects full-year 2026 global net revenue to be approximately
Fourth Quarter and Full Year 2025 Financial Results & Conference Call Information
The Company currently expects to report revenues of approximately
Senseonics plans to release its fourth quarter and full year 2025 financial results after market close on March 2, 2026.
Management will hold a conference call to review the Company’s fourth quarter and full year 2025 performance starting at 4:30 p.m. (Eastern Time) on the same day. The conference call will be concurrently webcast. The link to the webcast will be available on Senseonics’ website at www.senseonics.com by navigating to “Investor Relations,” and then “Events & Publications,” and will be archived there for future reference. To listen to the conference call, please dial 1-800-343-5172 (US/Canada) or 1-203-518-9856 (International), passcode SENSQ4, approximately five to ten minutes prior to start time.
About Senseonics
Senseonics Holdings, Inc. (“Senseonics”) is a medical technology company focused on the development and manufacturing of glucose monitoring products designed to transform lives in the global diabetes community with differentiated, long-term implantable glucose management technology. Senseonics' CGM systems Eversense® 365 and Eversense® E3 include a small sensor inserted completely under the skin that communicates with a smart transmitter worn over the sensor. The glucose data are automatically sent every 5 minutes to a mobile app on the user's smartphone.
About Eversense
The Eversense® Continuous Glucose Monitoring (CGM) Systems are indicated for continually measuring glucose levels for up to 365 days for Eversense® 365 and 180 days for Eversense® E3 in persons with diabetes age 18 and older. The systems are indicated for use to replace fingerstick blood glucose (BG) measurements for diabetes treatment decisions. Fingerstick BG measurements are still required for calibration primarily one time per week after day 14 for Eversense® 365 and one time per day after day 21 for Eversense® E3, and when symptoms do not match CGM information or when taking medications of the tetracycline class. The sensor insertion and removal procedures are performed by a health care provider. The Eversense CGM Systems are prescription devices; patients should talk to their health care provider to learn more. For important safety information, see https://www.eversensediabetes.com/safety-info/.
Forward Looking Statements
Any statements in this press release about the Company’s future expectations, plans and prospects, including the anticipated level of fourth quarter 2025 and full year 2025 revenue and cash, cash equivalents and cash, cash equivalents and restricted cash as of December 31, 2025, and projected 2025 revenue and margins included in “Full Year 2026 Financial Outlook,” the conclusion and impact of the transition of commercial operations from Ascensia, the expected receipt of a CE mark for Eversense 365, the commercial launch of the twiist system with full Eversense compatibility, and the anticipated timing of the completion of the Gemini trial, and other statements containing the words "believe," “expect,” “intend,” “may,” “projects,” “will,” “planned,” and similar expressions, constitute forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including: uncertainties inherent in the financial close process in connection with the finalization of the Company’s 2025 financial statements, as well as the audit of such financial statements by the Company’s independent registered public accounting firm; uncertainties inherent in the transition of the commercial responsibility for Eversense from Ascensia; uncertainties in insurer, regulatory and administrative processes and decisions; uncertainties inherent in the development and registration and roll-out of new technology and solutions; uncertainties inherent in finalizing integration and commercial terms and coordination with health systems and other new collaboration partners and third parties; uncertainties inherent in the ongoing commercialization of the Eversense product and the expansion of the Eversense product and Senseonics’ and its partners’ activities; uncertainties relating to the current economic and regulatory/political environment, including the effects of tariffs; and such other factors as are set forth in the risk factors detailed in Senseonics’ Annual Report on Form 10-K for the year ended December 31, 2024, the Quarterly Report on Form 10-Q for the quarter ended September 30, 2025 and future reports filed with the SEC under the heading "Risk Factors." In addition, the forward-looking statements included in this press release represent Senseonics’ views as of the date hereof. Senseonics anticipates that subsequent events and developments will cause Senseonics’ views to change. However, while Senseonics may elect to update these forward-looking statements at some point in the future, Senseonics specifically disclaims any obligation to do so except as required by law. These forward-looking statements should not be relied upon as representing Senseonics’ views as of any date subsequent to the date hereof.
Senseonics Investor Contact
Jeremy Feffer
LifeSci Advisors
investors@senseonics.com
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