SenesTech, Inc.

SenesTech, Inc. Earnings Recaps

SNES Materials 3 recaps
Q1 2026 May 16, 2026

SenesTech’s stock rose 4.6% after the company reported growth in its direct-to-consumer and subscription revenues following key strategic shifts, notably the in-house management of its Amazon channel that improved control and advertising efficiency.

Key takeaways
  • Direct-to-consumer revenue grew 42% in Q1 to $194,000 despite some disruption from transitioning Amazon operations in-house.
  • April e-commerce sales soared 163% year-over-year to $146,000, split between $96,000 on Amazon and $50,000 on the company website.
  • Subscription revenue increased 44% in Q1 to $56,000, with subscriber counts rising over 50%; April subscription revenue surged 198% year-over-year to $36,000.
  • Management focused on improving commercial execution via streamlined operations, enhanced digital marketing, packaging refresh, and a redesigned e-commerce platform to drive predictable recurring revenue.
  • Early trends suggest improved customer engagement and conversion, supporting the company’s strategy to scale via direct-to-consumer channels and subscription models.
Full recap
Q3 2025 Nov 11, 2025

SenesTech reported a strong third quarter for fiscal year 2025, achieving record revenues with a 43% year-over-year increase, driven by the rapid adoption of its Evolve product line and strategic retail partnerships.

Key takeaways
  • E-commerce sales exceeded 50% of total revenue, experiencing a notable 55% year-over-year growth, bolstered by a new partnership with Lowe's.
  • Gross margins maintained at a solid 63%, while operating expenses decreased by 4% year-over-year and 12% sequentially.
  • Adjusted EBITDA loss improved to $1.2 million, the best in the company's history, showcasing effective cash management strategies.
  • Retail sales surged by 254% year-over-year, facilitated by increased adoption through ACE Hardware and Bradley Caldwell in over 8,000 locations.
  • Municipal revenue grew 139% year-over-year, reflecting expanding deployments in major cities like New York, Chicago, and Baltimore.
Full recap
Q2 2025 Aug 8, 2025

SenesTech reported a remarkable second quarter for FY 2025, achieving record revenues and gross profit margins driven by a 94% year-over-year increase in sales of its Evolve Rodent Birth Control solution.

Key takeaways
  • Quarterly revenue hit an all-time high with Evolve sales constituting 83% of total revenues.
  • Gross profit margins improved to 65.4%, up from 54.2% year-over-year, signaling strong financial health.
  • E-commerce sales surged 78% year-over-year, making up over 50% of total sales, with Amazon as a primary growth driver.
  • Significant expansion into brick-and-mortar retail, with a nearly 500% sequential sales increase, bolstered by a partnership with Bradley Caldwell.
  • Sales to city and government verticals grew over 500% year-over-year, reflecting strong demand and trial deployments in major urban areas.
Full recap