DarioHealth Corp (DRIO)
NASDAQ:DRIO
Want to see DRIO full AI Analyst Report?
Earnings Data
Report Date
Aug 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-1.22Last Year’s EPS
-3.6Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized sequential revenue growth, a materially improved cost structure, a sizeable commercial pipeline ($127M) and expanding channel distribution (targeting >175M covered lives), supported by proprietary data assets and early AI-driven engagement gains. Key positives include meaningful OpEx reductions, improving margins on core B2B2C offerings (~80% non-GAAP gross margin), a clear strategic push to participate in care- and outcomes-based revenue via partnerships, and accelerating consumer product demand. Offsetting these positives are a year-over-year revenue decline tied to deliberate removal of non-recurring pharmaceutical revenue, continued GAAP and non-GAAP operating losses, dependence on the timing of large partner conversions (implementation and onboarding risks), limited near-term revenue visibility and an ongoing strategic review that introduces some uncertainty. On balance, management presented measurable operational improvements and a clear path toward scaled, higher-margin channel revenue, while acknowledging conversion and timing risks that remain to be resolved.Company Guidance
Sequential Revenue Growth
Q1 2026 revenue was $5.6M, up from $5.2M in Q4 2025 (+~7.7% quarter-over-quarter); this marks the second consecutive quarter of sequential revenue growth.
Strong Commercial Pipeline and Account Wins
Total commercial pipeline of approximately $127M across 241 open opportunities; added 85 new accounts in 2025 (vs. 40 target) and 10 new accounts in Q1 2026 (mostly via channel partners).
Expanded Distribution Reach via Channel Partnerships
Channel ecosystem growth: current partner-driven access cited at over 116M covered lives and, with a new largest-ever channel contracting (major Northeastern hospital network), expected distribution reach expands to over 175M covered lives; new partner alone expected to add ~65M covered lives and ~3,500 employer relationships.
High-Margin B2B2C Economics and Improved Gross Margins
Company-reported gross margin of 57% in Q1 2026 (stable year-over-year, up from 54% in Q4 2025). B2B2C non-GAAP gross margin remains ~80% for the ninth consecutive quarter, highlighting favorable unit economics as channel revenue scales.
Operating Expense Reductions and Improving Loss Profile
Total OpEx for Q1 2026 was $10.5M, down 21% year-over-year and down 8% sequentially. Non-GAAP OpEx was $8.7M, down 18% year-over-year and down 3% sequentially. GAAP operating loss improved to $7.3M (22% improvement YoY, 15% sequential), and non-GAAP operating loss was $5.3M (8% improvement YoY, 11% sequential).
Improved Cash Dynamics
As of March 2026, combined cash and short-term deposits were $20M. Net cash used in operations was $6.0M in Q1 2026 vs. $6.7M in Q1 2025 (a 10% reduction year-over-year). Company remains in compliance with debt covenants and principal payments under the Callodine facility do not begin until May 2028.
Contracted / Late-Stage Revenue and ARR
Management highlighted nearly $13M in contracted and late-stage business closed out in 2025 and referenced ~$30M of contracted ARR in late-stage agreements expected to contribute to revenue later in 2026 and in 2027.
DarioIQ AI Early Engagement Lift
DarioIQ deployment driving behavioral-triggered engagement programs with reported improvements of up to 40% in member retention and up to 55% lift in active sessions versus control groups, indicating meaningful early AI-driven engagement gains.
Proprietary Data and Clinical Evidence
Company claims >13 billion proprietary real-world data points tied to clinical outcomes and more than 100 peer‑reviewed clinical studies — used to support AI personalization, regulatory positioning and expansion into outcomes/claims-based models.
Expansion Toward Care Delivery and Strategic Partnerships
Strategic shift to move closer to care delivery via partnerships (e.g., deepening integration with GreenKey Health for sleep apnea pathway), enabling potential participation in claims- and outcomes-based revenue models without building full care-delivery infrastructure in-house.
Direct-to-Consumer (B2C) Momentum
Consumer revenue showing strong growth: up 42% year-over-year and 24% quarter-over-quarter, driven primarily by demand for the MSK product (also seeing international demand and interest from clinics).
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 |
|---|---|---|---|
May 13, 2026 | $8.68 | $8.10 | -6.68% |
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% |
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 Aug 17, 2026, Before Open (Confirmed).
What is DarioHealth Corp (DRIO) earnings time?
DarioHealth Corp (DRIO) earnings time is at Aug 17, 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 (Q2) is -1.22.