Senseonics Holdings, Inc. Earnings Recaps
Q1 2026
May 11, 2026
The stock gained 7.6% post-earnings, reflecting investor approval of revenue growth, margin expansion, and upward guidance. Strong execution on commercial integration and new market penetration appear to have outweighed any lingering skeptics.
Key takeaways
- Q1 revenue reached $11.7 million, with gross margin expanding to 58%, supported by higher manufacturing volumes and ending revenue sharing with Ascensia.
- Raised 2026 full-year global net revenue guidance to $60–64 million, implying 70%–82% year-over-year growth.
- Commercial integration is progressing well, with full U.S. ownership of the Eversense commercial team and ongoing European integration.
- Direct-to-consumer new patient shipments grew nearly 100% year-over-year in Q1, accounting for ~60% of total new patient volume.
- Expansion of Eon Care network is driving scale, now performing over one-third of all Eversense insertions with presence in 34 states and plans to add more nurses.
Q3 2025
Nov 7, 2025
Senseonics reported a robust 90% year-over-year revenue growth in Q3 2025, driven by surging demand for its Eversense 365 continuous glucose monitor and enhanced direct-to-consumer marketing initiatives.
Key takeaways
- New patient shipments skyrocketed by 160% year-over-year, fueling record high quarterly new patient starts.
- Strategic memorandum signed with Ascensia Diabetes Care to regain Eversense commercialization control, enhancing operational strategy.
- Direct-to-consumer marketing efforts resulted in a 300% increase in patient leads year-over-year, with 60% of new patients sourced from DTC advertising.
- The total number of providers prescribing Eversense grew by over 55% year-over-year, reflecting increased market penetration and confidence in the product.
- Continued expansion of Eon Care's network, accounting for approximately 25% of nationwide insertions, is expected to bolster future access and adoption of Eversense 365.