SenesTech Inc (SNES)
NASDAQ:SNES
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.4Last Year’s EPS
-0.87Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and commercial progress points—record direct-to-consumer, subscription and gross margin metrics, significant April e-commerce momentum, and B2B growth—while acknowledging near-term disruptions from the Amazon transition, one-time restructuring/legal costs (~$443k), modest overall quarterly revenue growth (+2%), and an ongoing adjusted EBITDA loss. Management emphasized discipline, measurable KPIs, and a clear plan to convert early momentum into repeatable revenue and improved cash flow. The tone is constructive and forward-looking but tempered by early-stage execution risk and the need to sustain recent gains over subsequent quarters.Company Guidance
Direct-to-Consumer Revenue Growth
Direct-to-consumer revenue increased 42% year-over-year to a record $194,000 in Q1 2026 (from $137,000 prior year), driven by bringing Amazon operations in-house and D2C initiatives.
Post-Quarter E-commerce Momentum (April)
April e-commerce sales rose 163% year-over-year to approximately $146,000 (March-to-April increase ~47%). April Amazon retail sales were ~$96,000 and senestech.com sales ~$50,000, showing early payoff from the Amazon transition.
Subscription and Recurring Revenue Expansion
Subscription revenue increased 44% in Q1 to $56,000 (from ~$39,000 prior year) with subscriber counts up more than 50%. Post-quarter April subscription revenue jumped ~198% year-over-year to ~$36,000 and subscription-based customers increased 109% in April.
Strong B2B Growth
Business-to-business revenue increased 57% year-over-year to $298,000 (from ~$190,000), with continued traction across distributors, municipalities, professional and commercial channels and active municipal deployments in major U.S. cities.
Record Gross Margin and Gross Profit Improvement
Gross margin reached a company record 68.6% in Q1 (versus 64.5% prior year), and gross profit increased 8% to $338,000 (from $313,000), reflecting improved production efficiency and reduced reliance on discounted sales.
Operational and Commercial Execution Initiatives
Management implemented actionable changes: in‑house Amazon control, streamlined operations, B2B sales restructuring, website redesign, packaging refresh, increased ad control, and subscription focus—early results indicate improved channel visibility and conversion opportunities.
Cash Position and Runway
Cash and cash equivalents of $6.8 million at quarter end, which management estimates provides operating runway into Q3 2027 under the current plan.
SNES 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
SNES Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $1.66 | $1.81 | +9.04% |
Mar 12, 2026 | $2.26 | $1.92 | -15.04% |
Nov 10, 2025 | $3.48 | $3.20 | -8.05% |
Aug 07, 2025 | $5.39 | $4.69 | -12.99% |
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 SenesTech Inc (SNES) report earnings?
SenesTech Inc (SNES) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is SenesTech Inc (SNES) earnings time?
SenesTech Inc (SNES) earnings time is at Aug 06, 2026, 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 SNES EPS forecast?
SNES EPS forecast for the fiscal quarter 2026 (Q2) is -0.4.