{"filings":[{"id":2162157,"accession_number":"0001193125-26-342330","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2026-08-10T20:05:16+00:00","items":["5.07"],"status":"ready","headline":"LENSAR shareholders elect three directors, approve say-on-pay and PwC ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Class III directors: Ellis (13,430,892), Lindstrom (13,303,843), Link (13,302,526) votes for.","Ratified PricewaterhouseCoopers as independent auditor for FY2026: 18,245,337 for, 19,635 against.","Advisory say-on-pay approved: 13,671,195 for, 1,440,815 against.","Advisory frequency vote: one year chosen (14,814,363 votes); board will hold annual say-on-pay votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":746529,"accession_number":"0001193125-26-248230","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2026-05-29T20:05:15+00:00","items":["5.02","5.08","8.01"],"status":"ready","headline":"LENSAR appoints Michael A. Rossi as Interim CFO; annual meeting set for Aug 4, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael A. Rossi appointed Interim CFO effective May 29, 2026, via consulting agreement with Monomoy Advisors at $375/hour.","Rossi previously CFO at Access Vascular, ConcertAI, and Harvard Bioscience (Nasdaq: HBIO).","Annual meeting scheduled for Aug 4, 2026, held virtually; record date June 10, 2026.","Stockholder proposals and director nominations due by June 8, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92072,"accession_number":"0001193125-26-213268","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q1 revenue down 5% to $13.4M; net income $36.3M on $23.9M warrant gain and $10M merger termination income","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Recurring revenue rose 9% YoY to $12.6M (94% of total); total system sales fell to $836K from $2.6M.","Net income $36.3M ($1.56 basic EPS) vs net loss $27.3M ($2.32 loss) in Q1 2025; adjusted EBITDA loss $0.3M.","Placed 7 ALLY systems in Q1; total installed base 440 (up 12% YoY); backlog of 11 pending installations.","Selling, general & admin expenses down 77% due to absence of $4.4M acquisition costs; R&D flat at $1.4M.","CEO cites terminated Alcon transaction uncertainty as cause of system placement slowdown; expects recovery."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":13428000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92071,"accession_number":"0001193125-26-157105","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"LENSAR CFO Thomas R. Staab II to resign effective May 8, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Thomas R. Staab II notified company of resignation on April 10, 2026, effective May 8, 2026.","Resignation is to pursue other professional opportunities; not due to any disagreement with company.","Staab will continue as principal financial officer through Transition Date; search for new CFO underway."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102613,"accession_number":"0001193125-26-133153","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q4 revenue $16.0M (-4% YoY); recurring revenue up 17% to $12.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss narrowed to $1.5M ($0.12/sh) from $18.7M loss a year ago, largely on warrant liability fair-value change.","Full-year revenue $58.4M (+9%); recurring revenue $46.3M (+15%) driven by 22% increase in worldwide procedures.","ALLY installed base reached ~200 systems (+48% YoY); 15 placed in Q4, 13 systems in backlog.","SG&A rose $3.5M to $10.3M, primarily from $3.5M in costs tied to the terminated Alcon merger.","Procedure volume 54,756 in Q4 (+20% YoY) and 206,014 for FY2025 (+22% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":13428000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102612,"accession_number":"0001193125-26-109458","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["1.01","1.02","7.01","9.01"],"status":"ready","headline":"LENSAR terminates merger with Alcon; retains $10M deposit; FTC intended to challenge deal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Merger agreement terminated effective March 16, 2026; FTC intended to seek injunction.","LENSAR retains $10.0M deposit from Alcon under the Termination Agreement.","Parties agreed termination is mutual; regulatory approval unlikely by extended outside date of July 23, 2026.","Company to report Q4 and full-year 2025 financial results with strategic update on March 31, 2026.","LENSAR reaffirms focus on ALLY Robotic Cataract Laser System and market expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102609,"accession_number":"0001193125-26-104937","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K/A","filed_at":"2026-03-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"LENSAR secures $9.2M revolving credit facility from Wells Fargo secured by brokerage account","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving, non-purpose margin facility secured by a first-priority lien on a designated brokerage account at Wells Fargo.","Borrowing capacity up to $9.2 million based on collateral value in the Collateral Account.","Interest at fixed Treasury Yield plus margin or variable SOFR plus margin, at company election.","Credit agreement contains customary defaults including payment failure and collateral insufficiency."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102611,"accession_number":"0001193125-26-104194","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"LENSAR enters $50M revolving credit facility with Wells Fargo secured by brokerage account","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving non-purpose margin credit facility up to $50M, secured by first-priority lien on a designated brokerage account at Wells Fargo.","Approximately $10M in collateral deposited; borrowings bear interest at Treasury Yield + margin or SOFR + margin.","Facility contains customary events of default including bankruptcy, failure to pay, or insufficient collateral value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102610,"accession_number":"0001193125-26-072059","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LENSAR acquisition by Alcon faces FTC second request; closing expected H1 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["LENSAR and Alcon continue cooperating with FTC on Second Request and review.","Transaction now expected to close in first half of 2026, subject to FTC approval.","Previous closing timeline not specified; this update indicates regulatory delay.","Press release furnished under Item 7.01 FD; no financial details revised."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118855,"accession_number":"0001193125-25-326777","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LENSAR stockholders elect three Class II directors, ratify PwC as auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Nicholas T. Curtis elected with 14,344,298 votes FOR, 1,101,660 WITHHELD, 2,067,913 broker non-votes.","Todd B. Hammer elected with 14,199,606 FOR, 1,246,352 WITHHELD, same broker non-votes.","Aimee S. Weisner elected with 14,303,359 FOR, 1,142,599 WITHHELD, same broker non-votes.","Ratification of PricewaterhouseCoopers LLP as auditor: 17,469,668 FOR, 32,629 AGAINST, 11,574 ABSTAINED.","Total voting power present at meeting: 17,513,871 votes, representing 88.07% of outstanding capital stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118854,"accession_number":"0001193125-25-268073","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q3 revenue $14.3M, net loss $3.7M; ALLY installed base grows 77% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $14.3M, +6% YoY; net loss $3.7M ($0.31/share) vs $1.5M loss in Q3 2024.","Adjusted EBITDA -$0.3M vs +$0.4M prior year; procedure volume +11% to 46,811.","18 ALLY systems placed in Q3; installed base of 185 ALLY systems (+77% YoY), total 425 (+20%).","Alcon acquisition expected to close Q1 2026; FTC review ongoing; $5.3M deal costs incurred."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":42410000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118853,"accession_number":"0001193125-25-245196","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["5.08","8.01"],"status":"ready","headline":"LENSAR sets Dec 18 2025 annual meeting, contingent on pending Alcon merger not closing first","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual meeting scheduled for December 18, 2025; record date October 24, 2025.","Stockholder proposals and director nominations due by October 31, 2025.","Meeting canceled if Alcon Research merger closes before December 18.","If merger completes, LENSAR becomes wholly owned Alcon subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135390,"accession_number":"0000950170-25-104556","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q2 revenue up 10% to $13.9M; ALLY placements surge; Alcon merger on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2025 revenue $13.9M (+10% YoY); procedure volume up 23% to 52,100.","18 ALLY systems placed; ALLY installed base grew 107% to ~165; total installed base ~410 (+23% YoY).","Net loss improved to $1.8M ($0.15/share) from $9.0M ($0.79/share) in Q2 2024, driven by warrant liability change.","Adjusted EBITDA loss of $0.3M vs. $30K positive in prior year period.","Merger with Alcon received >99% shareholder approval; FTC review ongoing; expected close by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":28094000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135389,"accession_number":"0000950170-25-092921","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LENSAR stockholders approve merger with Alcon Research","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["15,983,846 votes for the merger, 26,033 against, 5,113 abstentions; 80.69% quorum.","Merger compensation proposal also approved: 14,369,161 for, 1,600,968 against.","Adjournment proposal approved but not needed due to sufficient votes for merger.","Merger will result in LENSAR surviving as a wholly owned subsidiary of Parent (Alcon).","Special meeting held July 2, 2025; merger agreement dated March 23, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152376,"accession_number":"0001193125-25-125116","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FTC issues Second Request for LENSAR-Alcon merger, extending HSR waiting period","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["LENSAR and Alcon each received a Second Request from the FTC regarding the pending merger.","The HSR waiting period is extended until 30 days after substantial compliance with the Second Request.","LENSAR continues to expect the merger to close in the second half of 2025.","Both companies intend to promptly respond and cooperate with the FTC review."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152375,"accession_number":"0000950170-25-066375","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q1 revenue up 34% to $14.2M; net loss $27.3M on warrant liability adjustment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $14.2M (+34% YoY); recurring revenue $11.5M (81% of total).","Worldwide procedure volume 52,347 (+33% YoY); placed 14 ALLY Systems.","Net loss $27.3M ($2.32/share) vs $2.2M loss a year ago, driven by $4.2M merger costs and $22.5M warrant liability change.","Adjusted EBITDA improved to positive $0.2M from negative $1.3M in Q1 2024.","Installed base of ALLY Systems ~150; total combined LENSAR/ALLY base ~395 (+26% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":14159000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152374,"accession_number":"0000950170-25-066893","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K/A","filed_at":"2025-05-08T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"LENSAR Q1 revenue $14.2M (+34% YoY); net loss $27.3M on warrant liability","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $14.2M vs $10.6M in Q1 2024, driven by system sales and 33% procedure volume growth.","Net loss $27.3M ($2.32/share) vs $2.2M loss YoY; increase primarily from warrant liability revaluation due to 58% stock price rise.","Adjusted EBITDA was $0.2M vs -$1.3M in Q1 2024; includes $4.2M in Alcon merger-related costs.","Placed 14 ALLY systems in Q1; total installed base ~395 systems, up 26% YoY.","Recurring revenue $11.5M (81% of total); procedure volume 52,347 worldwide, up 33% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":14159000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171212,"accession_number":"0001193125-25-060906","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-03-24T23:59:59+00:00","items":["1.01","7.01","8.01","9.01"],"status":"ready","headline":"Alcon acquires LENSAR for $14.00/share cash plus CVR up to $2.75, total ~$430M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Per-share consideration: $14.00 cash plus contingent value right (CVR) of up to $2.75 if 614,000 cumulative procedures achieved by Dec 31, 2027.","Total potential consideration of ~$430M; represents 24% premium to 30-day VWAP and 47% to 90-day VWAP.","North Run affiliates, representing ~45.8% of voting power, entered voting agreement to support the merger.","Transaction expected to close mid-to-late 2025, subject to regulatory approvals and LENSAR stockholder approval.","LENSAR's ALLY Robotic Cataract Laser System and Streamline software strengthen Alcon's cataract equipment portfolio."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171211,"accession_number":"0000950170-25-028363","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q4 revenue $16.7M (+38% YoY); positive Adj. EBITDA; ALLY placements surge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $16.7M, up 38% YoY; full-year revenue +27% YoY to ~$54M (implied).","Net loss $18.7M ($1.61/sh) driven by $17.6M warrant liability charge; Adjusted EBITDA positive $0.5M.","Placed 31 ALLY systems in Q4; total installed base ~385 (+26% YoY); 80+ ALLY placements in 2024.","Recurring revenue exceeded $40M in 2024 (+23% YoY); U.S. procedure market share >20% first time.","Worldwide procedure volumes grew 24% to nearly 170,000 in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":53494000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188178,"accession_number":"0000950170-24-122790","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q3 revenue $13.5M (+38% YoY); 24 ALLY placements; adj. EBITDA positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $13.5M, up 38% YoY; procedure volume +29% worldwide.","Net loss $1.5M vs net income $2.6M a year ago due to $4.3M swing in warrant liability.","Placed 24 ALLY systems; installed base 355 systems (+20% YoY).","Adjusted EBITDA turned positive at $0.4M vs -$1.4M in Q3 2023.","U.S. market share of 19.9% (up 3.5pp); backlog of 24 systems pending installation."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":36763000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204676,"accession_number":"0000950170-24-093326","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["1.02","2.02","9.01"],"status":"ready","headline":"LENSAR Reports Q2 2024 Results with 17 ALLY Placements and Terminates Oertli Development Agreement","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2024 revenue $12.6M, up 5% YoY; net loss $9.0M vs $8.8M loss in Q2 2023.","Placed 17 ALLY Systems in Q2 2024, highest since launch; total installed base ~330 systems.","Worldwide procedure volume increased 19% to 42,203 in Q2 2024 from 35,349 in Q2 2023.","Terminated Development Agreement with Oertli Instrumente AG effective Aug 5, 2024, with no termination penalties.","Received MDR certification (CE Mark) and Taiwan FDA approval; first EU and SE Asia ALLY systems shipped."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":23224000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221516,"accession_number":"0000950170-24-058603","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LENSAR stockholders elect O'Farrell and Winer as Class I directors, ratify PwC","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elizabeth G. O'Farrell received 13,650,553 votes FOR, 1,705,445 WITHHELD; Gary M. Winer received 13,322,586 FOR, 2,033,412 WITHHELD.","PricewaterhouseCoopers LLP ratified as independent auditor for FY2024 with 16,568,106 FOR, 134,822 AGAINST, 301,710 ABSTAIN.","Approximately 87.94% of total voting power (17,004,638 votes) represented at the meeting.","Directors elected to serve until the 2027 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221515,"accession_number":"0000950170-24-056284","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q1 revenue $10.6M (+28% YoY); net loss narrows to $2.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $10.6M for Q1 2024, up 28% YoY; net loss $2.2M ($0.19 per share) vs $4.3M ($0.40) loss in Q1 2023.","Worldwide procedure volume increased 25% to 39,486; U.S. procedure volume up 23%. Installed base of ALLY systems reached 65.","U.S. procedure share grew 1.5% sequentially from Q4 2023, the highest single-quarter gain since ALLY launch; total share up 4.3% since launch.","Adjusted EBITDA loss improved to $1.3M from $1.8M; SG&A flat at $6.8M, R&D down 12% to $1.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":10588000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221514,"accession_number":"0000950170-24-055579","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"LENSAR grants performance-based equity awards to officers with $75M/$100M revenue targets","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Nicholas T. Curtis receives 71,400 RSUs and 71,400 PSUs; other officers also receive awards.","RSUs vest in four equal annual installments from May 6, 2024 grant date.","PSUs condition: 50% vests if cumulative one-year trailing revenues reach $75M by Dec 31, 2026; 50% if $100M by Dec 31, 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241053,"accession_number":"0000950170-24-024351","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q4 revenue up 18% to $12.1M; 44 ALLY systems placed in 2023, beating 30 target","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 revenue $12.1M (+18% YoY); full-year revenue up 19% from 2022.","Net loss Q4 2023 $3.9M ($0.35 per share) vs $2.5M ($0.24) in Q4 2022.","Placed 44 ALLY systems in 2023, exceeding target of 30; backlog of 9 as of Dec 31, 2023.","Adjusted EBITDA Q4 2023 was ($1.2M) vs ($0.1M) in Q4 2022.","Expect to secure additional international regulatory clearances and launch in select markets in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241052,"accession_number":"0000950170-24-020190","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"LENSAR adopts inducement plan (100k shares), raises three execs' base salaries 4%","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved 2024 Employment Inducement Incentive Award Plan, reserving 100,000 shares for new-hire inducement grants.","Eligible recipients must be new employees or rehired after bona fide interruption; awards are material inducement.","Board approved 4% base salary increase for CEO Nicholas T. Curtis and other named officers, effective Jan 22, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241051,"accession_number":"0000950170-24-011745","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"LENSAR board approves 2023 annual cash bonuses at 103% of target for three named officers","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Bonuses approved Jan 31, 2024 for CEO Nick Curtis, Alan Connaughton, and Thomas Staab at 103% of target.","Payouts reflect performance slightly above annual targets for 2023.","No changes to base salary, equity grants, or other compensation disclosed.","Form 8-K filed Feb 6, 2024; no other material events reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258539,"accession_number":"0000950170-23-061532","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q3 revenue $9.8M (+26% YoY); net income $2.6M vs -$4.0M loss; ALLY installed base 39","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $9.8M, +26% YoY ($7.7M); U.S. procedure volume +16% YoY.","Net income $2.6M ($0.13 EPS) vs net loss $4.0M ($0.39 loss) in Q3 2022.","ALLY installed base 39; 11 installs in Q3; backlog of 8; exceeded full-year target of 30.","Adjusted EBITDA -$1.4M, improved from -$1.6M; SG&A decreased due to $1.4M Employee Retention Credit.","Recurring revenue ~80% of total; South Korea volume down due to reimbursement challenges."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":30059000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258538,"accession_number":"0000950170-23-053209","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-10-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"LENSAR director John P. McLaughlin to retire effective Oct 31, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John P. McLaughlin notified the Board of his retirement on October 9, 2023.","Retirement effective October 31, 2023; not due to any disagreement with the Company.","No replacement named; Board size will decrease by one."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275835,"accession_number":"0000950170-23-040141","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q2 revenue up 49% YoY to $12M; ALLY installed base grows to 28 systems","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $12.0 million, +49% YoY; net loss $8.8M ($0.81/share) vs $6.8M loss prior year.","Adjusted EBITDA improved to -$0.2M from -$4.3M; cash $25.5M after May 2023 financing.","ALLY system installed base 28 as of June 30, with 6 backlog; U.S. procedure volumes +13% YoY.","Estimated U.S. FLACS market share rose to 15.6% from 15.0% in Q1 2023.","May 2023 financing added $19.1M net cash; $6.0M non-cash warrant revaluation charge recorded."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":20264000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275834,"accession_number":"0000950170-23-038298","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-08-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LENSAR shareholders approve issuance of shares to North Run Capital affiliate in special meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal to issue shares upon conversion of Series A preferred stock and exercise of warrants to affiliate of North Run Capital, LP approved.","Votes: 5,233,795 in favor, 3,154,033 against, 9,585 abstained; no broker non-votes.","Total shares voted: 8,397,413 representing ~74.97% of outstanding common stock as of June 2, 2023 record date.","Approval required under Nasdaq Listing Rule 5635(b) for issuance exceeding 20% of outstanding shares.","The special meeting was held on August 1, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293442,"accession_number":"0000950170-23-024814","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-05-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LENSAR stockholders elect two Class III directors, ratify PwC, expand board to nine","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["William J. Link and Richard L. Lindstrom elected as Class III directors with 5,883,023 and 5,910,865 votes for, respectively.","PricewaterhouseCoopers LLP ratified as independent auditor for FY 2023 with 8,602,158 votes for, 229,157 against.","Board size increased from 7 to 9; Thomas B. Ellis appointed as Class III director, Todd B. Hammer as Class II director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293441,"accession_number":"0001193125-23-148214","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["1.01","3.02","3.03","5.03","9.01"],"status":"ready","headline":"LENSAR closes $20M private placement of convertible preferred stock and warrants to North Run affiliate","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds of $20M from sale of 20,000 Series A Convertible Preferred Shares (stated value $1,000) and warrants to NR-GRI Partners, an affiliate of North Run Capital.","Preferred shares convertible into ~7.94M common shares at $2.51875; warrants to purchase ~4.37M shares at $2.45 (Class A) and $3.0625 (Class B) per share.","Conversion and exercise limited to 19.99% beneficial ownership unless shareholders vote to remove blocker at special meeting by August 16, 2023.","Directors and executive officers entered voting agreements committing to vote their shares in favor of ownership blocker removal.","Company restricted from issuing >10% of outstanding common stock or incurring >$1M debt without Buyer consent while 20% ownership condition holds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293440,"accession_number":"0001193125-23-144213","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["1.01","3.02","3.03","5.02","9.01"],"status":"ready","headline":"LENSAR enters $20M securities purchase agreement with North Run Capital affiliate","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 20,000 Series A Convertible Preferred Shares at $1,000 stated value each for $20M gross proceeds.","Preferred shares convertible into ~7.94M common shares at $2.51875 per share, subject to 19.99% ownership blocker.","Issued warrants to purchase ~4.37M common shares with exercise prices of $2.45 (Class A) and $3.0625 (Class B).","Board increased to nine members; appointed Thomas B. Ellis and Todd B. Hammer as directors effective after 2023 annual meeting.","Net proceeds ~$19.1M to be used for working capital and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293439,"accession_number":"0000950170-23-021945","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR reports Q1 revenue of $8.3M, net loss $4.3M; ALLY installed base grows to 19 systems with backlog of 13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $8.3M, down 12% YoY; net loss $4.3M ($0.40/sh) vs $6.7M loss in Q1 2022.","ALLY installed base increased to 19 systems; backlog of 13 additional systems as of May 12.","U.S. procedure volumes up 13% YoY; LLS users who upgraded to ALLY performed >20% more procedures Q1 2023 vs Q1 2022.","Company raised $20M private placement; management expects 2023 ALLY installs to exceed 30.","Worldwide procedures 31,600 (down from 38,901 due to South Korea); R&D expenses down 66% to $1.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":8252000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314078,"accession_number":"0000950170-23-008301","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-03-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q4 2022 revenue $10.2M (-9% YoY); net loss narrows to $2.5M from $3.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 total revenue $10.2M, down 9% from $11.2M in Q4 2021 due to lower South Korea procedure revenue.","Net loss Q4 2022: $2.5M ($0.24 per share) vs $3.9M ($0.41) in Q4 2021; Adjusted EBITDA improved to ($0.065M) from ($1.6M).","Installed ten ALLY Adaptive Cataract Treatment Systems in 2022; contracts signed for six more systems, installations expected H1 2023.","SG&A expenses rose 24% to $7.2M, driven by ALLY promotion; R&D fell 53% to $1.6M as ALLY development costs normalized.","CEO reports positive surgeon feedback: ALLY cuts 1-1.5 hours from surgical day, supports faster case volume."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314077,"accession_number":"0000950170-23-002701","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-02-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR reports Q4 rev ~$10.2M (-9% YoY), FY rev ~$35.4M; ALLY System installations at 10","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 revenue approximately $10.2M, down from $11.2M in Q4 2021; up 32% sequentially from Q3 2022.","Full year 2022 revenue approximately $35.4M, compared to $34.5M in 2021.","Cash and cash equivalents totaled approximately $14.7M as of December 31, 2022.","Ten ALLY Systems installed in 2022; contracts for six additional systems, installations expected in H1 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":35358000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314076,"accession_number":"0001193125-23-008447","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2023-01-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"LENSAR approves 2022 bonuses at 90% of target, 4.5% raise, equity grants for officers","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved 2022 annual cash bonuses at 90% of target for CEO Curtis, CFO Connaughton, COO Staab.","Base salary increased 4.5% effective January 9, 2023 for the three named executive officers.","Curtis received 77,651 options and 22,186 RSUs; Connaughton 54,356 options and 15,530 RSUs.","Options strike price $2.65 (FMV on grant date); vest 25% at one year then monthly over 36 months.","RSUs vest 25% annually over four years; all grants under the 2020 Incentive Award Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332518,"accession_number":"0000950170-22-023520","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q3 2022 revenue down 6% to $7.7M; net loss narrows to $4.0M; launches ALLY system","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $7.7M, down 6% YoY; U.S. procedure volume up 9%, offset by South Korean reimbursement challenges.","Net loss of $4.0M (-$0.39 per share) improved from $6.2M loss (-$0.65) in Q3 2021; Adjusted EBITDA -$1.6M.","Launched ALLY Adaptive Cataract Treatment System in the U.S. in August 2022; first installations with positive surgeon feedback.","R&D expenses dropped 50% to $1.6M as ALLY development costs capitalized after June 2022 clearance.","Approximately 88% of revenue from recurring sources; worldwide procedure volume 28,453 in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":25126000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":349987,"accession_number":"0000950170-22-018210","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-09-08T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"LENSAR applies for CE Mark certification of ALLY System in European Union","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Application for CE Mark certification of the ALLY Adaptive Cataract Treatment System submitted.","CE Mark would allow commercialization of ALLY in the European Union following successful certification.","Application follows U.S. FDA clearance of ALLY in June 2022 and the U.S. commercial launch.","Company plans to use distributor network for EU commercialization, similar to first-generation system."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":349986,"accession_number":"0001564590-22-029547","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-08-16T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"LENSAR announces first commercial ALLY System cases; Dr. Weinstock performs 15 surgeries","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["First commercial cases performed with ALLY System by Dr. Robert Weinstock at The Eye Institute of West Florida.","Dr. Weinstock performed 15 laser-assisted cataract surgeries after installing his ALLY System.","ALLY received FDA clearance in June 2022; company expects to install 8-12 systems in 2022 as controlled launch.","First-generation LLS systems achieved 99.7% uptime; ALLY targets even higher service reliability.","ALLY features Augmented Reality and Cataract Density Imaging for enhanced surgical guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":349985,"accession_number":"0001564590-22-028304","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q2 revenue $8.0M (+1% YoY), net loss ($6.8M); FDA OK for ALLY system","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of ($6.8M) or ($0.67)/share vs. ($4.4M) or ($0.47)/share in Q2 2021.","Total procedure volume up 8% to 33,359; U.S. volume up 15% vs. Q2 2021.","Selling, general & administrative expenses rose 37% to $7.6M; R&D up 28% to $3.8M.","Adjusted EBITDA (ex stock comp) was ($4.3M) vs. ($2.3M) a year ago.","FDA cleared ALLY Adaptive Cataract Treatment System in June; expects ~10 U.S. placements in 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":17378000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367099,"accession_number":"0001564590-22-024880","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-06-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"LENSAR holds commercial launch meeting for ALLY System after FDA clearance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["LENSAR (LNSR) held commercial launch meeting week of June 27, 2022 for ALLY Adaptive Cataract Treatment System.","Company expects to place 8 to 12 ALLY Systems in a controlled initial launch starting Q3 2022.","ALLY launched with phacoemulsification features disabled; second 510(k) delayed due to predicate device withdrawal.","Supply chain constraints delayed raw material delivery; wider U.S. availability planned for 2023.","LENSAR plans to file CE Mark application in 2022 to commercialize ALLY in the European Union."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367098,"accession_number":"0001564590-22-023044","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-06-13T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"LENSAR receives FDA 510(k) clearance for ALLY Adaptive Cataract Treatment System","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA 510(k) clearance received on June 9, 2022 for next-generation ALLY system.","ALLY is first FDA-cleared platform for femtosecond-laser cataract surgery in a single sterile environment.","Initial controlled launch planned for Q3 2022; wider availability targeted in 2023.","Over 125 surgeons experienced ALLY during live demonstrations at ASRS and company office."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367097,"accession_number":"0001564590-22-021624","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-05-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LENSAR shareholders elect Curtis and Weisner as Class II directors, ratify PwC as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Nicholas T. Curtis received 5,962,722 votes FOR, Aimee S. Weisner 5,957,948 FOR.","Ratification of PricewaterhouseCoopers LLP as independent auditor passed with 8,162,824 FOR.","8,204,800 shares voted, representing about 74.69% of outstanding common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367096,"accession_number":"0001564590-22-018696","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q1 2022 revenue $9.3M (+33% YoY); net loss $6.7M; ALLY 510(k) under FDA review","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $9.3M, up 33% from $7.0M in Q1 2021; 89% from recurring sources.","Procedure volume 38,901, up 38% YoY; product, lease, and service revenue all increased.","Net loss $6.7M ($0.67 per share) vs $5.2M ($0.56) in Q1 2021; R&D expense rose 74% to $4.8M due to ALLY development.","FDA accepted 510(k) for ALLY Adaptive Cataract Treatment System; launch anticipated in 2022 if cleared.","Adjusted EBITDA was ($4.2)M vs ($2.2)M in Q1 2021; stock-based comp $1.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":9340000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386481,"accession_number":"0001564590-22-008409","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-03-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q4 2021 revenue $11.2M (+35% YoY); full-year revenue up 31% to $34.2M; net loss narrows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $11.2M vs $8.3M YoY; full-year revenue $34.2M (+31% vs 2020).","Net loss $3.9M ($0.41 per share) vs $6.8M ($0.78) in Q4 2020; loss narrowed.","Procedure volume up 37% in Q4 and 35% for full year 2021.","ALLY Adaptive Cataract Treatment System 510(k) submitted and accepted for FDA substantive review.","Cash of $31.6M with only $0.7M used in Q4; commercial launch of ALLY expected in 2022 subject to FDA clearance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386480,"accession_number":"0001564590-22-007866","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-03-01T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FDA accepts LENSAR's 510(k) for ALLY Adaptive Cataract Treatment System for substantive review","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["510(k) submission for next-gen ALLY system accepted for substantive review by FDA.","Company plans two-step release: additional 510(k) for phacoemulsification features later in 2022.","Expects ALLY launch in H2 2022 if marketing clearance is granted.","Conference call on March 3, 2022 to discuss Q4 and full year 2021 results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386479,"accession_number":"0001193125-22-008731","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2022-01-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"LENSAR appoints Kendra W. Wong as Principal Accounting Officer; grants equity awards to executives","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kendra W. Wong appointed Principal Accounting Officer on Jan 11, 2022; base salary raised to $225,000, target bonus 30%.","Wong received option to buy 21,970 shares at $6.04 per share, vesting over 4 years.","Board approved 2021 annual bonuses for CEO Curtis, CFO Connaughton, and COO Staab at 105% of target.","Executives granted stock options and RSUs: Curtis 105k options + 30k RSUs; Connaughton and Staab each 52.5k options + 15k RSUs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":404391,"accession_number":"0001564590-21-055056","cik":1320350,"company_name":"LENSAR, Inc.","ticker":"LNSR","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LENSAR Q3 2021 revenue $8.3M (+16% YoY), net loss widens to $6.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $8.3M, up 16% YoY; procedure volumes grew 23% over Q3 2020.","Net loss of $6.2M ($0.65 loss per share) vs. $4.8M loss ($0.64 per share) in Q3 2020.","R&D spending surged 59% to $3.2M, driven by development of ALLY Adaptive Cataract Treatment System.","Cash and equivalents $32.3M; cash utilization $2.2M in the quarter.","Adjusted EBITDA was ($3.9M) compared to ($0.4M) in Q3 2020, reflecting higher R&D and SG&A."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":23237000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71052408.28498292,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-11-08T23:59:59+00:00|404391"}