{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-061532","form_type":"8-K","ticker":"LNSR","cik":"0001320350","company_name":"LENSAR, Inc.","filed_at":"2023-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.595567+00:00","generated_at":"2026-06-08T06:10:22.956354+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LENSAR Q3 revenue $9.8M (+26% YoY); net income $2.6M vs -$4.0M loss; ALLY installed base 39","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-061532","json":"https://secwatch.observer/filing/0000950170-23-061532.json","markdown":"https://secwatch.observer/filing/0000950170-23-061532.md","text":"https://secwatch.observer/filing/0000950170-23-061532.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1320350/000095017023061532/0000950170-23-061532-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1320350/000095017023061532/lnsr-20231109.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T06:10:22.956354+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4ab5d75ed7ca7b83fdae79d09bfe148e17445d56","claim":"LENSAR, Inc. reported fiscal quarter ended September 30, 2023 results: revenue $9.8 million, net income $2.6 million, EPS $0.13.","evidence_excerpt":"Total revenue for the quarter ended September 30, 2023 was $9.8 million, an increase of $2.1 million, or 26%, compared to total revenue of $7.7 million for the quarter ended September 30, 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1320350/000095017023061532/0000950170-23-061532-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter ended September 30, 2023"},{"label":"Revenue","value":"$9.8 million"},{"label":"Net income","value":"$2.6 million"},{"label":"EPS","value":"$0.13"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"4ab5d75ed7ca7b83fdae79d09bfe148e17445d56","claim":"LENSAR, Inc. reported fiscal quarter ended September 30, 2023 results: revenue $9.8 million, net income $2.6 million, EPS $0.13.","evidence_excerpt":"outside the U.S., while also further expanding the ALLY installed base in U.S.” Third Quarter 2023 Financial Results Total revenue for the quarter ended September 30, 2023 was $9.8 million, an increase of $2.1 million, or 26%, compared to total revenue of $7.7 million for the quarter ended September 30, 2022. The increase in the third quarter of 2023 was primarily","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1320350/000095017023061532/0000950170-23-061532-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter ended September 30, 2023"},{"label":"Revenue","value":"$9.8 million"},{"label":"Net income","value":"$2.6 million"},{"label":"EPS","value":"$0.13"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}