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Beta Bionics
Beta Bionics (BBNX) investor relations material
Beta Bionics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Achieved $100.3 million in net sales for 2025, up 54% year-over-year, with Q4 net sales of $32.1 million, up 57% year-over-year.
Installed customer base grew 129% year-over-year to 35,011 users, with nearly 20,000 new users adopting the iLet in 2025.
Strategic product launches and integration milestones, including Bionic Circle, Color iLet, and Libre 3 Plus, supported market expansion.
R&D milestones included completion of first-in-human Phase 2a feasibility trial for the bihormonal system, with additional trials planned for H1 2026.
Pharmacy channel strategy drove significant adoption and access, with formulary agreements established with all major PBMs.
Financial highlights
Q4 2025 gross margin was 59%, up 179 basis points year-over-year; full year gross margin was 55.4%.
Q4 2025 operating expenses were $35.1 million; adjusted EBITDA loss for Q4 was ($10.5M), net loss ($13.5M).
Ended 2025 with $265 million in cash, cash equivalents, and investments.
Full year 2025 loss from operations was $71.7M, net loss $73.2M.
Sequential quarterly revenue growth and margin improvement observed throughout 2025.
Outlook and guidance
2026 revenue guidance: $130–$135 million; gross margin expected between 55.5% and 57.5%.
36%–38% of new patient starts in 2026 expected to be reimbursed through the pharmacy/PBP channel.
OpEx and CapEx to increase as a percentage of revenue, with investments in sales, marketing, and R&D (notably Mint and bihormonal system).
At least 20 new sales territories to be added in 2026, with most expansion in the first half.
Q1 2026 revenue and new patient starts expected to decline sequentially from Q4 2025, with revenue more weighted to first half of 2026.
PBP channel growth drivers for 2026
Bihormonal system: path to market timeline?
Installed base growth vs. new patient starts?
FDA warning letter: Q2 remediation on track?
Sales force expansion: Rationale for pace?
Gross margin drivers for 2026 cadence?
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Next Beta Bionics earnings date
TD Cowen 46th Annual Health Care Conference4 Mar, 2026
Beta Bionics
Next Beta Bionics earnings date
TD Cowen 46th Annual Health Care Conference4 Mar, 2026
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Frequently asked questions
Beta Bionics Inc is a U.S.-based medical technology company focused on the development of autonomous insulin delivery systems for people with diabetes. The company is developing the iLet Bionic Pancreas, an all-in-one wearable device designed to automate blood glucose management using insulin or a combination of insulin and glucagon. Beta Bionics aims to improve the quality of life for individuals with type 1 diabetes through advanced, user-friendly technologies. The company is headquartered in Boston, Massachusetts, and its shares are listed on the NASDAQ.
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