What is the revenue and EPS growth rate for Niagen year over year?

What were the key takeaways from Niagen’s earnings call?

What does Niagen do and what are its main business segments?

Did Niagen beat or miss consensus estimates last quarter?

What is the market's earnings forecast for Niagen next quarter?

What were the key takeaways from Niagen's earnings call?

What is Niagen's latest dividend and current dividend yield?

What factors drove the changes in Niagen's revenue and profit?

- **Record Financial Performance**: 30% YoY revenue growth to $129.4M, $17.4M net income, and $64.8M cash.
- **2026 Growth Drivers**: 10-15% revenue growth from e-commerce, IV injections (launching H1 2026), and cosmetics partnerships.
- **Scientific Leadership**: 29 new studies validate NR's anti-aging benefits, with NR shown superior to NMN in clinical trials.
- **Strategic Moves**: Sold non-core ChromaDex business, filed lawsuit against FDA NMN reversal, and expanded IP portfolio.
- **Financial Strength**: 64.3% gross margin, $20.4M EBITDA, and no debt.

**【CEO Summary Section】**
- **Q4 2025 Financial Highlights**: Revenue of $33.8 million (+16% YoY), full-year revenue of $129.4 million (+30% YoY), net income of $17.4 million, and $64.8 million in cash with no debt.
- **2026 Outlook**: 10-15% revenue growth, focusing on e-commerce, partnerships, and new channels like beauty and IV injections.
- **Strategic Initiatives**: Launch of Niagen Plus at-home injection kits in H1 2026, expansion into cosmetics (e.g., Tru Niagen Beauty), and litigation against FDA's NMN reversal.
- **Competitive Position**: Undisputed leader in NAD science with 29 studies published since last call, including NR superiority over NMN and anti-aging benefits.

**【CFO Financial Commentary】**
- **2025 Financial Performance**: Gross margin 64.3%, adjusted EBITDA $20.4 million (+119% YoY), and $13.5 million cash from operations.
- **Expense Management**: 220bps improvement in SG&A as a % of sales, R&D up $300k, and G&A up $8.7 million due to stock comp and consulting.
- **2026 Guidance**: 10-15% revenue growth, stable SG&A %, higher R&D for pharma dev, and G&A up $4-5 million for infrastructure.
- **Balance Sheet**: $64.8 million cash post $6M sale of non-core ChromaDex business.

**【Q&A Key Highlights】**
- **Niagen Plus Launch**: 1 SKU initially via telehealth, targeting biohackers at $100/week vs. $500 IV sessions. Pen-style injector planned for 2027.
- **NMN Competition**: FDA reversal creates confusion; all NMN sellers infringe patents. Legal case likely resolved within 12-18 months.
- **Parkinson's Research**: Collaborating on preventative NR trials; manuscript pending publication.
- **Share Buybacks**: $10M program used $250k to date; expect accelerated pace in 2026.
- **Gross Margin Growth**: Driven by 1,000mg SKU and e-commerce efficiency, with 2026 improvement from supply chain and product mix.

Niagen Bioscience, Inc.(NAGE)-20260305-2025 Q4 Earnings call transcript

- **Revenue Surge**: 33% YoY growth to $34M, fueled by e-commerce and new healthcare partnerships.
- **Telehealth Expansion**: Prescription-only at-home injections set to launch via telehealth mid-2026.
- **Scientific Dominance**: 40+ clinical studies confirm Niagen as superior NAD booster; FDA challenges to competitors highlight company's rigor.
- **Pharma Pipeline Momentum**: Parkinson's Phase III results expected Q1 2026; exploring standalone entity for Rx development.
- **Financial Strength**: $64.3M cash, no debt; revised FY25 guidance for 25-30% revenue growth.

**【CEO Summary Section】**
- **Record Revenue Growth**: Q3 2025 revenue of $34 million, up 33% YoY, driven by e-commerce ($19M, +29%), distribution ($7M, +109%), and ingredients ($6.9M, +4%).
- **New Strategic Partnerships**: Onboarded a network of 8,000 healthcare practitioners, expanding Niagen Plus distribution to 1,000 clinics.
- **Telehealth Expansion**: Launched prescription-only at-home injection kits, with plans to integrate into telehealth platforms by mid-2026.
- **Scientific Leadership**: Over 40 clinical studies and 50 patents support Niagen's efficacy as the most effective NAD precursor.
- **Pharma Pipeline Progress**: Phase III Parkinson's trial results expected Q1 2026; exploring standalone entity for pharmaceutical applications.

**【CFO Financial Commentary】**
- **Profitability**: Net income $4.6M ($0.06/share), up from $1.9M ($0.02/share) YoY. Gross margin improved to 64.5% (vs. 63.5% YoY).
- **Cash Position**: $64.3M in cash, no debt. Revised FY25 revenue guidance: 25-30% growth.
- **Expense Management**: R&D up $500K YoY, G&A up $800K YoY (driven by share-based compensation).

**【Q&A Key Highlights】**
- **IV Market Uptake**: Early-stage partnership with 8,000+ practitioners; feedback pending. At-home injections to launch via telehealth mid-2026.
- **FDA NMN Decision**: No immediate impact on sales; most competitors ignore regulations. Niagen's quality and patents maintain differentiation.
- **Market Dynamics**: High pricing in IV clinics limits volume; telehealth adoption key to scaling.
- **Pharma Strategy**: Considering separate entity for Rx applications; clinical data will guide timeline.

Niagen Bioscience, Inc. (NAGE) Q3 2025 Earnings Call Transcript

- **Revenue Growth**: Q1 2025 revenue surges 38% to $30.5M, driven by e-commerce and ingredient sales.
- **Profitability**: Net income of $5.1M and $7.9M cash from ops highlight strong margins and cash flow.
- **Niagen Plus Momentum**: 600 clinics now offer IV infusions, with plans to expand to 1,000 by year-end.
- **Clinical Pipeline**: Parkinson's study completion by June; FDA updates on NR for AT expected later this year.
- **Market Leadership**: Expanded IP portfolio and 75% of Amazon NAD supplements failing label claims reinforce brand integrity.
- **At-Home Innovation**: Injectable Niagen for home use expected Q4 2025, targeting expanded access.

**【CEO Summary Section】**
- Q1 2025 revenue reached $30.5 million, up 38% YoY, driven by e-commerce ($16.8M, +31%) and ingredient sales ($8M, +95%).
- Net income of $5.1 million and $7.9 million in cash from operations highlight strong profitability.
- Niagen Plus IV now available at 600 clinics, with faster infusion times and minimal side effects, targeting NAD market growth.
- Phase 3 Parkinson's study expected to complete by June 2025, with potential FDA updates on NR for AT later this year.
- Expanded IP portfolio with new NR salt form patents, solidifying market leadership.

**【CFO Financial Commentary】**
- Gross margin improved to 63.4% (vs. 60.7% YoY), driven by e-commerce scale and pharma-grade supply chain optimization.
- Selling & marketing expenses decreased to 26.6% of sales, reflecting efficient growth.
- R&D expenses down $8M YoY due to prior year Niagen Plus launch costs.
- Full year 2025 revenue outlook raised to 20-25% YoY growth, supported by e-commerce and ingredient momentum.
- G&A expenses expected to rise $7-8M YoY due to performance-based stock grants.

**【Q&A Key Highlights】**
- **Niagen Plus Expansion**: Targeting 1,000 clinics by year-end, with pharma-grade supply chain secured. Physicians and compounding pharmacies show strong interest.
- **E-commerce Strategy**: Maintaining disciplined marketing spend, exploring TikTok influencers and event-driven campaigns. No major new promotions planned.
- **FDA & Clinical Pipeline**: Pre-IND feedback for NR in AT received; Parkinson's study results may take 6-12 months post-completion. At-home injectable Niagen expected Q4 2025.
- **Market Surveillance**: 75% of top-selling NAD supplements fail label claims; FDA support for NMN ban reinforces regulatory focus.
- **New Product Launches**: Tru Niagen Beauty formulation in development for US launch, alongside immune-boosting variants.


Niagen Bioscience, Inc. (NAGE) Q1 2025 Earnings Call Transcript

- **Revenue Growth**: Q4 2024 up 37% YoY to $29.1M; FY2024 up 19% to $99.6M, driven by e-commerce (30% YoY) and pharma-grade NIAGEN (96% YoY).
- **Profitability**: FY2024 net income $8.6M vs. loss in 2023; operating cash flow $12.1M.
- **Strategic Momentum**: NIAGEN IV in 500 clinics; Q3 2025 launch of at-home injections; Parkinson's study completion Q2 2025.
- **Financial Outlook**: FY2025 revenue +18%, G&A up $5-6M for rebranding; gross margin modest improvement.
- **Risk Management**: Resolved pharma-grade supply chain issues; $1.3M recovered from Elysium settlement.


**【CEO Summary Section】**
- **Record Q4 Revenue**: $29.1 million (37% YoY growth), driven by e-commerce (30% YoY) and pharmaceutical-grade NIAGEN (96% YoY). Full-year revenue reached $99.6 million (19% YoY growth). 
- **Profitability and Cash Flow**: Net income of $7.2 million for Q4, $8.6 million for FY2024, and $12.1 million in operating cash flow. Ended with $44.7 million in cash and no debt.
- **Market Leadership**: NIAGEN IV available in 500 clinics, with plans for at-home injections in Q3 2025. NO-PARK Parkinson's study completion expected in Q2 2025, with data sharing pending.
- **Strategic Initiatives**: Announced name change to better reflect mission, and partnership with Dartmouth to waive royalty obligations.

**【CFO Financial Commentary】**
- **Q4 Financial Highlights**: 
  - Gross margin improved to 62.5% (vs. 61% YoY), driven by higher-margin e-commerce and pharma-grade sales.
  - Operating income of $7.1 million (vs. $0.2 million loss YoY). 
  - Non-GAAP EPS of $0.09, up from breakeven YoY.
- **FY2025 Outlook**: 
  - 18% YoY revenue growth, with focus on e-commerce, partnerships, and pharma-grade expansion.
  - Gross margin modest improvement via supply chain optimization.
  - G&A expenses expected to increase by $5-6 million due to rebranding and business growth.
- **Key Balances**: 
  - Cash of $44.7 million (vs. $32.6 million YoY). 
  - Recovery of $1.3 million from Elysium legal settlement, with final payment expected in Q1 2025.

**【Q&A Key Themes】**
- **Product Innovation**: Stick pack (300mg NR + indole-3-acetic acid) targeting younger, fitness-focused consumers; at-home NIAGEN injections in Q3 2025.
- **Supply Chain**: Pharma-grade NIAGEN supply chain resolved, with focus on BOD (beyond use date) management for clinics.
- **Market Dynamics**: Increased competition in NAD space, with ChromaDex emphasizing IP enforcement and consumer education.
- **Clinical Pipeline**: Parkinson's study completion in Q2 2025; potential for NR as Rx via partnerships or spinouts.


Actual												-0.1	-0.06	-0.07	-0.1	-0.12	-0.08	-0.13	-0.08	-0.11	-0.09	-0.01	-0.02	-0.03	-0.03	0.0049	0	-0.01	0	0.0295	0.09	0.06	0.04	0.05	0.05
Forecast												-0.11	-0.1	-0.098	-0.095	-0.086	-0.082	-0.0923	-0.0993	-0.0888	-0.0841	-0.0617	-0.025	-0.0466	-0.04	-0.03	-0.0275	-0.02	-0.02	0.0057	0.0225	0.02	0.009	0.0175	0.022
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+9.09%	+40.00%	+28.57%	-5.26%	-39.53%	+2.44%	-40.85%	+19.44%	-23.87%	-7.02%	+83.79%	+20.00%	+35.62%	+25.00%	+116.33%	+100.00%	+50.00%	+100.00%	+417.54%	+300.00%	+200.00%	+344.44%	+185.71%	+127.27%

NAGE

NAGE fundamentals

NAGE Q4 2025 Earnings

Earnings Call

You can ask Aime

NAGE

NAGE fundamentals

NAGE Q4 2025 Earnings

Earnings Call

NAGE Earnings Call Summary for Q4/20254:30 PM on Mar 4, 2026

NAGE Earnings Call Summary for Q3/20254:30 PM on Nov 4, 2025

NAGE Earnings Call Summary for Q2/20254:30 PM on Aug 6, 2025

NAGE Earnings Call Summary for Q1/20254:30 PM on May 7, 2025

NAGE Earnings Call Summary for Q4/20244:30 PM on Mar 4, 2025

You can ask Aime