Senseonics Holdings, Inc. Q3 2025 Earnings Recap

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.