NASDAQ$NPCE

Neuropace Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

NeuroPace reported a 24% year-over-year revenue increase in Q1 2025, driven by strong demand for its RNS System and improved operating leverage.

NeuroPace delivered record Q1 2025 revenue of $22.5 million, supported by growth in its core RNS System line and strong gross margins. Net loss narrowed compared to the prior year, and the company ended the quarter with a robust cash position.

  • Achieved record quarterly revenue of $22.5 million, up 24% year-over-year
  • Gross margin reached 77.0%, exceeding full-year guidance
  • Operating loss narrowed to $5.1 million from $7.5 million in Q1 2024
  • Ended the quarter with $66.3 million in cash, cash equivalents, and short-term investments

Headline financials

Total Revenue

$22.5M

Previous: $18.1M+24.3%
EPS (adj)

-$0.21

Previous: -$0.32+34.4%
Gross Profit Margin

77.0%

Previous: 73.6%+4.6%
Capital Expenditures

-$37K

Previous: -$104K+64.4%
Net Income

-$6.59M

Previous: -$8.93M+26.2%
Operating Income

-$5.15M

Previous: -$7.55M+31.8%
Gross Profit

$17.3M

Previous: $13.3M+30.0%

Revenue & EPS history

Neuropace · Revenue · Quarterly

$22.5M

Q1 2025+24.3%vs Q1 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Neuropace · $1.6M total across 1 segment · Q4 2022

  • DIXI Medical
    $1.6M

Forward guidance

NeuroPace raised full-year 2025 revenue guidance to $93–97 million and expects gross margin between 73% and 75%, supported by strong commercial momentum.

Tailwinds

  • Increased full-year 2025 revenue guidance to $93–97 million
  • Projected gross margin of 73%–75% aligns with Q1 performance
  • Expanded physician base driving RNS adoption
  • New real-world data supports best-in-class efficacy of RNS System
  • AI-powered software development remains on track

Headwinds

  • Ongoing net losses despite revenue growth
  • SEEG distribution agreement to be wound down
  • R&D investment pressures short-term profitability
  • Long-term debt stands at $59.8 million
  • Continued dependence on single product line for growth

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.7%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-0.1%

Avg return

30 days after

50%

12 / 24 earnings

Positive

+37.4%

Q3 2025

Best reaction

-40.1%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%-1.8%
Q4 2025+1.1%+1.6%+5.9%
Q3 2025+37.4%+43.1%+74.5%
Q1 2025+21.6%+31.3%-14.5%
Q4 2024-2.4%-15.8%+2.6%
Q3 2024+25.7%+23.4%+49.9%
Q2 2024-1.9%-0.4%+4.8%
Q1 2024-40.1%-35.9%-51.4%
Q4 2023+0.8%+2.5%-8.4%
Q3 2023-1.4%+9.5%+14.6%
Q2 2023+9.8%+9.8%+103.4%
Q1 2023+1.9%-3.5%-15.4%
Q4 2022-13.3%-7.8%-1.9%
Q3 2022-9.9%-17.6%-29.6%
Q2 2022-3.5%-10.2%-26.6%
Q1 2022+1.2%-3.6%-3.8%
Q4 2021-0.9%-7.7%-1.2%
Q3 2020-15.2%-22.2%-47.7%
Q3 2021-15.2%-22.2%-47.7%
Q2 2021-7.6%-10.7%-8.0%
Q2 2020-7.6%-10.7%-8.0%
Q1 2020+0.8%+8.7%+2.2%
Q1 2021+0.8%+8.7%+2.2%
Q4 2020+0.8%+8.7%+2.2%

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