DarioHealth Corp (DRIO)
NASDAQ:DRIO
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-1.3Last Year’s EPS
-2.8Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of strong commercial momentum and meaningful operational improvements alongside near-term revenue and cash execution risks. Highlights include a record number of new agreements (85), a growing contracted ARR ($12.9M), a $122M multi-year commercial pipeline, expansion of gross margins (49% to 57% GAAP) and sizeable OpEx reductions (31% decline in total OpEx). Lowlights center on a 17% year-over-year revenue decline driven by a single legacy non-renewal, modest cash on hand ($26.0M) with continued cash burn, and timing/ramp risks as many large channel deals are still being implemented and will recognize revenue primarily in 2026–2027. Overall, the company shows improving unit economics and promising distribution scale, but reaching the stated breakeven target will require successful execution on ramps and continued margin discipline.Company Guidance
Record New Business Wins
Signed 85 new agreements in 2025 versus a target of 4, with average contract sizes 2x–10x larger than historical averages, described as the company’s strongest year on record for new business.
Contracted and Late-Stage ARR
$12.9 million in contracted and late-stage ARR from 2025 wins, expected to contribute revenue in 2026 and 2027.
Expanded Commercial Pipeline and Distribution Reach
Commercial pipeline expanded to $122 million (now presented as combined 2026 + 2027 view); access to more than 160 million covered lives through distribution partners and marketplaces.
Sequential Revenue Growth and Q4 Revenue
Returned to sequential revenue growth, with Q4 2025 revenue of $5.2 million, and management expects revenue acceleration through 2026, strongest in the second half of the year.
Improved Gross Margins
GAAP gross margin expanded from 49% in 2024 to 57% in 2025 (+8 percentage points); core B2B2C ARR business sustained ~80% non-GAAP gross margin for two years.
Material Operating Expense Reductions
Full-year total operating expenses declined 31% to $49.3 million; full-year non-GAAP operating expenses declined 26% (down $13.6 million) to $38.6 million year over year.
Operating Loss and Cash Burn Improvement
Full-year operating loss improved by $21.0 million (37%) on a GAAP basis and $9.6 million (29%) on a non-GAAP basis; net cash used in operating activities declined 33% from $38.6 million in 2024 to $25.9 million in 2025.
Strategic Partner Wins and Contract Extensions
Wins and deployments with major payers and partners including Florida Blue, UnitedHealthcare, Premera Blue Cross; finalizing 3-year extension with Aetna and 4-year extension with Centene; selected as preferred/in‑network partner for Solara Health and included in upcoming HCSC rollout.
Proprietary Data and AI Advantage
DarioIQ AI engine trained on over 13 billion real data points; company emphasizes vertically integrated data ownership and 100+ peer‑reviewed studies supporting clinical credibility.
Financial Targets and Outlook
Management expects to reduce non-GAAP operating loss by ~30% in 2026 and targets cash-flow breakeven by mid-2027; management cited a revenue range of ~$38–42 million as a breakeven threshold.
DRIO 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
DRIO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 19, 2026 | $8.93 | $8.24 | -7.73% |
Nov 13, 2025 | $11.75 | $9.92 | -15.57% |
Aug 12, 2025 | $10.06 | $8.57 | -14.81% |
May 14, 2025 | $14.43 | $13.20 | -8.52% |
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 DarioHealth Corp (DRIO) report earnings?
DarioHealth Corp (DRIO) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
What is DarioHealth Corp (DRIO) earnings time?
DarioHealth Corp (DRIO) earnings time is at May 20, 2026, Before Open (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 DRIO EPS forecast?
DRIO EPS forecast for the fiscal quarter 2026 (Q1) is -1.3.