earnings
confidence high
sentiment neutral
materiality 0.60
NeuroPace Q4 rev $26.6M (+24%), FY25 rev $100M (+25%); guides FY26 $98-100M
NeuroPace Inc
- Q4 2025 revenue $26.6M (+24% YoY); RNS System revenue $22.4M (+26% YoY); gross margin 77.4%.
- Full year 2025 revenue $100.0M (+25% YoY); net loss ($2.7M) Q4; Adj. EBITDA ($5.0M) FY25.
- Submitted PMA-S to FDA for IGE indication expansion; NAUTILUS trial showed 77% median seizure reduction.
- Reiterated FY26 guidance: total rev $98-100M (20-22% RNS growth); Adj. EBITDA ($9-10M).
- DIXI Medical partnership ended Dec 31, 2025; discontinued ops reporting to begin Q1 2026.