The earnings call presented several positive developments, including strong revenue growth, an increase in new patient starts, and an expanded presence in the pharmacy channel. However, there were concerns about increased operating expenses, a notable churn rate, and potential uncertainties from CMS proposals. Overall, the positive aspects outweigh the negative, reflecting a strong quarter and optimistic future guidance.

Company Guidance

During the Beta Bionics Second Quarter 2025 Earnings Conference Call, the company provided an optimistic outlook for the fiscal year. They reported $23.2 million in net sales for the second quarter, marking a 54% year-over-year increase, and 4,934 new patient starts, growing 57% from the previous year. The company saw high 20s percentage of new patient starts reimbursed through the pharmacy channel, a significant increase from the mid-single-digit percentage in the same quarter last year. Gross margin slightly improved to 53.8% from 53.7% the previous year, reflecting the company's cost discipline and manufacturing efficiency. Operating expenses for the quarter were $32.4 million, representing a 63% increase due to sales force expansion and R&D investments. Beta Bionics raised its full-year 2025 guidance, projecting net sales between $88 million and $93 million, with 25% to 28% of new patient starts expected through the pharmacy channel. The guidance reflects confidence in their growing pharmacy presence and operational efficiencies.

Record-Breaking Revenue Growth

Beta Bionics reported $23.2 million in net sales for Q2 2025, indicating a 54% year-over-year growth.

Increase in New Patient Starts

The company saw 4,934 new patients adopt the iLet, a 57% increase compared to the previous year.

Expansion in Pharmacy Channel

A high 20s percentage of new patient starts were reimbursed through the pharmacy channel, up from a mid-single-digit percentage in Q2 2024.

Improvement in Gross Margin

Gross margin for Q2 was 53.8%, slightly up from 53.7% in Q2 2024.

Increased Full Year Guidance

The company raised its full-year 2025 revenue guidance to $88 million to $93 million, up from $82 million to $87 million.

Positive Feedback on Bionic Portal

The updated Bionic portal, which allows providers access to real-time clinical outcomes, received overwhelmingly positive feedback from prescribers.

Successful Investor and Analyst Day

The company highlighted the iLet's superior clinical outcomes and adaptability, setting a new standard for the industry.

Beta Bionics, Inc. (BBNX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BBNX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.42 / -	-0.575	―	―	―
Jul 29, 2025	2025 (Q2)	-0.46 / -0.39	-0.334	-16.77% (-0.06)
May 06, 2025	2025 (Q1)	-0.48 / -0.93	-0.287	-224.04% (-0.64)
Mar 25, 2025	2024 (Q4)	-0.90 / -2.72	-0.44	-518.18% (-2.28)

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

BBNX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$14.66	$16.76	+14.32%
May 06, 2025	$11.35	$14.37	+26.61%
Mar 25, 2025	$15.22	$13.15	-13.60%

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 Beta Bionics, Inc. (BBNX) report earnings?

Beta Bionics, Inc. (BBNX) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Beta Bionics, Inc. (BBNX) earnings time?

Beta Bionics, Inc. (BBNX) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BBNX EPS forecast?

BBNX EPS forecast for the fiscal quarter 2025 (Q3) is -0.42.

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