secwatch.observer — SEC 8-K summary
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Issuer:     LENSAR, Inc. (LNSR)
CIK:        0001320350
Form:       8-K
Filed at:   2026-03-31T23:59:59+00:00
Accession:  0001193125-26-133153
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

LENSAR Q4 revenue $16.0M (-4% YoY); recurring revenue up 17% to $12.7M
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1320350/000119312526133153/0001193125-26-133153-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1320350/000119312526133153/lnsr-20260331.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-133153

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer