Niagen Bioscience, Inc. (NAGE) Earnings Call Transcripts

Niagen Bioscience, Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal year 2026, Niagen Bioscience, Inc. reported revenues of $31.5 million, reflecting a 5% year-over-year growth, excluding the divested reference standard business. The company generated a net income of $6.3 million, or $0.08 per share, an improvement from $0.07 per share in the prior year. Management reaffirmed its full-year revenue growth guidance of 10% to 15%, indicating confidence in the ongoing demand for NAD supplementation and the success of new product launches, despite some headwinds from increased competition in the NMN market.

Reported metrics

Guidance from management

Management reaffirmed its full-year revenue growth guidance of 10% to 15% and indicated that selling and marketing expenses would increase in absolute dollars and as a percentage of net sales, while general and administrative expenses are expected to rise by $3 million to $4 million year-over-year.

What management said

We're hopeful for two things. One is a wider distribution of sales to clinics. So we're in 1,200 clinics at this point, but there are some thousand addressable clinics. So we're hoping to expand the number of clinics to whom we're selling. But also we're hoping that the ultimate price point to the end consumer comes down. We think $800 is a lot to pay for many people. But we think if we can get that price down throug...

I think we'll see the impact of Olympia in the summer, the end of the summer. It's possible we would talk to other pharmacies. There are 503B pharmacies and 503A pharmacies. But at this point, we don't know.

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape, particularly the impact of NMN products on Niagen's market share. There were questions about the effectiveness of marketing strategies in overcoming these challenges and the potential for further price competition affecting margins.

Main topics on the call

• Revenue Growth and E-commerce Performance — Niagen reported $31.5 million in revenue, with a core e-commerce business growing 14% year-over-year. CEO Rob Fried noted, "The direct-to-consumer website grew twice as fast as Amazon," highlighting strong online sales m...
• Product Launches and Innovation — The launch of the Niagen Plus at-home injection kit received enthusiastic initial responses, with management stating, "It's only 4 or 5 days, but it's been, I would say, outstanding those first 4 or 5 days." Additionally...
• Challenges from NMN Competition — Management acknowledged increased competition from NMN products, stating, "We are seeing an increase in NMN sellers and NMN sales on Amazon and elsewhere, and it is impacting our sales." This has led to higher bidding co...
• Financial Health and Cash Position — The company ended the quarter with $66.5 million in cash and no debt, indicating a strong balance sheet. CFO Ozan Pamir emphasized, "Our balance sheet remains strong," which supports ongoing investments in marketing and ...

Read the full Niagen Bioscience, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 Niagen Bioscience, Inc. earnings call transcripts on record, spanning March 10, 2020 to August 4, 2026. Based on this history, Niagen Bioscience, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NAGE

Exchange

NasdaqCM

Country

US

Sector

Consumer Staples

Industry

Personal Care Products

Calls on record

29

First call

March 10, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly