Senzime AB (SE:SEZI)
:SEZI
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Earnings Data
Report Date
Aug 21, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.24Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive outlook: the company reported strong underlying operational momentum (notably sensor growth, a 1M monitored‑patient milestone, margin improvement, new business models like TetraGraph‑as‑a‑Service, TetraCom and important customer wins) while acknowledging a temporary Q1 growth dip driven by delayed U.S. deals, FX and tariff headwinds and some regional regulatory timing issues. Management emphasizes cost discipline, a solid pipeline, available funding and confidence in meeting full‑year objectives, but execution (recovering delayed deals, FX/tariff resolution and regulatory rollouts) is needed to realize targets.Company Guidance
Strong Sensor Sales Growth and Recurring Revenue
Sensor sales increased ~40% in constant currencies; rolling 12‑month sensor volume grew ~27%. Company passed 1,000,000 monitored patients milestone, strengthening recurring revenue (sensors are the majority of revenues and drive gross margin leverage).
U.S. Disposable Performance and TetraGraph-as-a-Service Traction
U.S. disposables grew ~55% in local currency and overall U.S. business grew ~11% in local currency. Shipped 246 TetraGraphs in the U.S. during the quarter, of which 120 were deployed under the new TetraGraph‑as‑a‑Service model. First two As‑a‑Service deals closed in about half the time of a typical capital sale and support higher long‑term sensor margins.
Installed Base Expansion and Product Deliveries
Total shipped TetraGraphs surpassed ~5,500 units to date. Q1 shipments were 376 units (versus 443 prior year). Notable pediatric progress with 65 TetraGraphs delivered to pediatric operating rooms and a threefold increase in pediatric sensor units in the quarter.
Underlying Gross Margin Improvement
Underlying gross margin improved to ~69.2% (reported margin 63.1% after FX/tariff effects). Management is increasing pricing (U.S. ASPs up ~5%) and expects further margin expansion from scale and pricing actions.
Cost Discipline and Cash / Cash‑Flow Improvements
Operating expenses declined ~5% year‑over‑year and ~17.5% versus Q4. Operating cash flow improved ~33% (still negative), EBITDA slightly better, net earnings improved (partly FX driven). Cash of SEK 55.3m and access to additional credit (SEK ~42.5m available) provide runway.
Clinical Guideline Support and Product Innovation
Publication of new European pediatric guideline recommending quantitative (preferably EMG‑based) monitoring supports adoption. Launched TetraCom (EHR connectivity) enabling integration with Epic/Oracle and partners (Philips, Masimo, GE, Mindray), creating new monetization/recurring service opportunities.
Large Customer Wins and Strong Pipeline
Secured important U.S. wins including Ivy League hospitals, a major IDN expansion with ~SEK 6m run rate/year, a large hospital extension in Florida, a major children's hospital in Texas, and ~250 hospitals as customers in the U.S. Management reports a strong pipeline and maintains full‑year targets.
SE:SEZI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SE:SEZI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | kr5.66 | kr4.76 | -15.90% |
Feb 18, 2026 | kr4.41 | kr4.52 | +2.49% |
Oct 29, 2025 | kr5.90 | kr6.00 | +1.69% |
Jul 18, 2025 | kr5.48 | kr5.85 | +6.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Senzime AB (SE:SEZI) report earnings?
Senzime AB (SE:SEZI) is schdueled to report earning on Aug 21, 2026, TBA (Confirmed).
What is Senzime AB (SE:SEZI) earnings time?
Senzime AB (SE:SEZI) earnings time is at Aug 21, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is the P/E ratio of Senzime AB stock?
The P/E ratio of Senzime AB is N/A.
What is SE:SEZI EPS forecast?
Currently, no data Available