)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
CeriBell
CeriBell (CBLL) investor relations material
CeriBell 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Business Overview and Market Opportunity
Developed an AI-powered neuromonitoring platform with easy-to-use hardware and the Clarity algorithm, targeting seizure detection in acute care and a $3.5B+ U.S. market, including adult, pediatric, and delirium segments.
Achieved $87M–$89M in 2025 revenue, 34% YoY growth, and 88% gross margin as of Q3 2025.
Recurring revenue model: ~25% from SaaS/subscription, ~75% from single-use disposables, with consistent quarterly growth.
Only 3% of the addressable market and 10% of hospitals penetrated as of September 2025, with 600+ hospitals onboarded.
Top customers use 3x more devices than average, indicating strong potential for deeper account utilization.
Clinical Need, Impact, and Technology Differentiation
Seizures are highly prevalent and often undiagnosed in critically ill patients; up to 92% of ICU seizures are non-convulsive and require EEG for diagnosis.
Clarity algorithm enables rapid, continuous EEG monitoring and real-time seizure detection, reducing time to treatment and supporting earlier intervention.
Studies show Ceribell reduces ICU stay by 4.1 days, door-to-EEG time by 19.4 hours, and severe disability at discharge by 18 percentage points.
First and only FDA-cleared seizure detection for preterm and pediatric populations, and delirium detection.
Published nearly 50 studies and 100 abstracts supporting clinical efficacy.
Growth Strategy and Market Expansion
2026 focus: drive account acquisition, expand utilization in existing accounts, and leverage expanded sales force.
Gained FedRAMP High certification, unlocking access to 160 VA hospitals and expanding into children's hospitals.
FDA clearance for neonate and pediatric seizure detection adds $400M TAM and access to 280 children's hospitals, with full launch planned for 2026.
Commercial pilot and full launch of delirium detection planned for late 2026/early 2027, with further TAM expansion.
Plans to expand into NICU, PICU, and integrate into more hospital protocols and departments.
What drives higher utilization in existing accounts?
How does Delirium detection aid seizure management?
How do new launches impact path to profitability?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next CeriBell earnings date
Q4 202527 Feb, 2026
CeriBell
Next CeriBell earnings date
Q4 202527 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Ceribell Inc. is a medical technology company specializing in point-of-care electroencephalography (EEG) systems designed to enhance the diagnosis and management of patients with serious neurological conditions. Its flagship product, the Ceribell System, combines portable hardware with artificial intelligence (AI)-powered algorithms to enable rapid detection and continuous monitoring of neurological conditions in acute care settings. The system includes EEG disposable headbands and pocket-sized, battery-operated recorders, facilitating early detection and management of suspected seizure patients. The company is headquartered in Sunnyvale, California, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage