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- **Revenue Growth**: Q3 2025 revenue up 31% YoY to $22.6 million; full-year guidance raised to $87-89 million. 
- **Market Penetration**: 615 active accounts (31 new Q3), targeting 200+ NICUs and 280 children's hospitals. 
- **Clinical Validation**: Pediatric Clarity algorithm shows 94.4% sensitivity in 645 patients; neonatal headcap cleared for preterm/term infants. 
- **Financial Strength**: $168.5 million cash; mid-80s gross margin expected for FY2026. 
- **Strategic Wins**: VA system partnership, neonatal product pipeline ($400M incremental market).

**【CEO Summary Section】**
- Q3 2025 revenue: $22.6 million (31% YoY growth), driven by 31 new active accounts (total 615). 
- Raised full-year 2025 guidance to $87-89 million (34% YoY growth). 
- Expanded into VA system with FedRAMP High Authorization; VA pilot shows intent for broader rollout. 
- Pediatric Clarity algorithm demonstrates 94.4% sensitivity, 93.1% specificity in 645 patients. 
- Neonatal headcap cleared for preterm and term infants; full neonatal Clarity launch planned for 2026. 
- Penetration: 10% of U.S. acute care hospitals, 30% within active accounts, 3% of total addressable market.

**【CFO Financial Commentary】**
- Product revenue: $17 million (28% YoY), Subscription: $5.6 million (44% YoY). 
- Gross margin: 88% (vs. 87% YoY), maintained despite tariffs via Vietnam manufacturing line. 
- Operating expenses: $34.6 million (39% YoY), driven by commercial expansion. 
- Cash reserves: $168.5 million; no plans to raise capital. 
- Q4 2025 gross margin expected to remain mid-80s; FY2026 guidance for mid-80s gross margin.

**【Q&A Highlights】**
- **2026 Outlook**: Management declines to provide 2026 guidance, but cites account additions and utilization as key drivers. 
- **Neonatal Launch**: 200 existing NICU accounts will adopt departmentally; 280 children's hospitals represent new account opportunity. 
- **Utilization Growth**: Tenured accounts growing via protocol adoption (stroke, cardiac arrest), departmental expansion (ED, step-down units). 
- **Competition**: Increased competitive activity in 2025, but Ceribell maintains momentum with superior clinical evidence and cybersecurity. 
- **VA Expansion**: First phase of VA rollout planned for next quarters, leveraging successful pilot results.

CeriBell, Inc. (CBLL) Q3 2025 Earnings Call Transcript

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