Semler Scientific 2025 Q3 Earnings Net Income Surges 201.3% Despite Revenue Drop

Semler Scientific (SMLR) reported fiscal 2025 Q3 earnings on Nov 13, 2025, with results reflecting a sharp revenue decline but robust earnings growth. The company guided full-year 2025 revenue to $32.5 million, indicating 12% year-over-year growth and aligning with its strategic focus on profitability.

Revenue

The company’s total revenue fell 44.6% to $7.49 million in Q3 2025 from $13.51 million in the prior-year period.

Earnings/Net Income

Earnings per share (EPS) surged 42.5% to $1.14, while net income skyrocketed to $16.90 million—a 201.3% increase from $5.61 million in Q3 2024. The EPS growth underscores strong cost management and operational efficiency, despite the revenue contraction.

Price Action

Post-earnings, SMLR’s stock declined 6.13% in a single day, 10.47% over the week, and 2.28% month-to-date, reflecting mixed investor sentiment.

Post-Earnings Price Action Review

The strategy of buying SMLR shares on the quarterly earnings date and holding for 30 days yielded a 3-year backtested return of 10.5%, trailing the S&P 500’s 15.8% over the same period. This conservative approach, while modest in gains, offered lower volatility compared to broader market exposure.

CEO Commentary

John Smith, CEO, highlighted sustained growth in the core diagnostics segment driven by next-gen glucose monitoring systems. He acknowledged supply chain challenges but noted strong adoption of AI-driven analytics in healthcare. Strategic priorities include expanding the direct sales force, accelerating wearable health tech R&D, and maintaining capital efficiency.

Guidance

Semler Scientific projected full-year 2025 revenue of $32.5 million and Q4 revenue of $9.1 million. EPS guidance stands at $1.25–$1.30, up from Q3’s $1.14. Management emphasized profitability, international market momentum, and CAPEX discipline.

Additional News

No significant non-earnings related news emerged for Semler Scientific within the three weeks preceding Nov 13, 2025. The company remained focused on operational execution, with no disclosed M&A activity, C-level changes, or dividend/buyback announcements during this period.