earnings
confidence high
sentiment neutral
materiality 0.85
Charlotte's Web Q4 rev $13.3M (+4.7% YoY), net loss $11.5M; announces BAT debenture conversion & CMMI pilot
Charlotte's Web Holdings, Inc.
2026-Q1 EPS reported
-$0.08
revenue$11,159,000
- Q4 2025 revenue $13.3M, up 4.7% YoY; net loss $11.5M ($0.07 loss per share).
- Full-year 2025 revenue $49.9M (+0.5% YoY); net loss $29.7M ($0.19 per share).
- BAT to convert C$75.3M debenture + $10M new equity, holding ~40% of shares; subject to TSX and shareholder approval.
- Charlotte's Web selected as CBD launch partner for CMMI Medicare pilot; CMS BEI guidance allows up to $500/beneficiary annually starting April 2026.
- DeFloria (33% owned) cleared by FDA for Phase 2 trial of AJA001 for autism irritability; expects mid-2026 start.