CeriBell (CBLL) investor relations material

Market opportunity and financial highlights

• U.S. total addressable market estimated at $3.5B, with adult seizure acute care over $2B and pediatric/neonate expansion adding ~$400M opportunity.

• FY 2026 revenue guidance is $112M–$116M, with Q1 2026 revenue up 29% YoY and gross margin at 87%.

• Only 3% of the addressable market and 11% of hospitals penetrated, indicating significant growth potential.

Product innovation and clinical impact

• AI-powered, point-of-care EEG platform enables rapid seizure detection in acute care, reducing diagnosis time from hours to minutes.

• Proprietary Clarity algorithm provides real-time seizure burden and bedside alerts, supporting timely intervention.

• Validated to reduce ICU and hospital length of stay, anti-seizure medication use, and unnecessary patient transfers.

• FDA clearances for pediatric and neonate indications, including pre-term, with commercial launch initiated in 2026.

Clinical guidelines and unmet needs

• Guidelines recommend timely EEG for seizure detection in various acute neurological conditions, but conventional EEG is slow and resource-intensive.

• Seizures are highly prevalent and often undiagnosed in critically ill adults and neonates; up to 92% of ICU seizures are non-convulsive.

• Delirium is a major unmet need, affecting over 3 million U.S. patients annually, with high morbidity and mortality.