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- **Revenue Surge**: Q3 2025 revenue jumped 43% YoY to $690,000, driven by evolved products (85% of sales) and e-commerce (54% of revenue). Amazon sales grew double-digit monthly.
- **Profitability Path**: Adjusted EBITDA loss of $1.2 million (best in company history) and $10 million cash balance suggest a path to profitability without equity raises.
- **Strategic Partnerships**: Lowe’s.com launch and potential brick-and-mortar trials, plus New Zealand regulatory approval, expand global reach.
- **Operational Efficiency**: OPEX down 12% sequentially, excluding one-time legal costs, with new automated facility boosting production capacity.
- **Growth Drivers**: PMP sales up 72% sequentially, municipal deployments in NYC and Chicago, and 254% YoY retail growth highlight diversification across channels.

**【Management Opening Remarks】**
- Robert Blum provided procedural instructions and highlighted the forward-looking nature of the discussion, emphasizing the risks associated with future projections.

**【CEO Summary Section】**
- **Record Revenue Growth**: Q3 2025 revenue reached $690,000, up 43% YoY and 10% sequentially, driven by evolved product sales (85% of total revenue) and e-commerce (54% of revenue). Amazon sales grew double-digit monthly.
- **Lowe’s Partnership**: Products launched on Lowe’s.com, with discussions for brick-and-mortar trials in ~100 stores by Q2 2026.
- **Operational Efficiency**: OPEX down 4% YoY and 12% sequentially, excluding $100,000 in one-time legal expenses. Adjusted EBITDA loss improved to $1.2 million, the best in company history.
- **New Facility**: Moved to a larger, automated Phoenix facility to support production capacity for future growth.
- **Diverse Channel Growth**: Retail sales up 254% YoY (Ace Hardware expansion), municipal sales up 139% YoY (Chicago, NYC trials), and PMP sales up 72% sequentially.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: 
  - Evolved: $589,500 (77% YoY growth)
  - ContraPESS: $100,500 (31% YoY decline)
  - E-commerce: $372,600 (55% YoY growth)
  - PMPs: $131,100 (29% YoY growth)
- **Gross Margins**: 63% (unchanged YoY), driven by evolved’s higher margins.
- **Cash Position**: $10 million at quarter-end, sufficient to bridge to profitability without equity raises.
- **Legal Expenses**: $100,000 related to litigation with Levitech, which CFO characterized as baseless.

**【Q&A Key Highlights】**
- **Lowe’s Brick-and-Mortar Expansion**: Testing 100 stores in Q2 2026, with focus on evolved’s efficacy in retail settings.
- **PMP Channel Momentum**: 20% of Q3 revenue, up 72% sequentially, with a major theme park entering its third month of orders.
- **International Progress**: New Zealand approval secured; 18 exclusive distributors pursuing approvals in 18+ countries.
- **Price Strategy**: Maintaining current pricing (~mid-pack vs. rodenticides), with flexibility for large-volume discounts.
- **Field Trials**: Positive results in Somerville and Cambridge trials, with orders expected post-validation.


SenesTech, Inc. (SNES) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

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Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SNES

SNES fundamentals

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