Sensirion Holding AG (SENS) Earnings Call Transcripts

Sensirion Holding AG's Latest Earnings Call - June 6, 2026

In Q2 2026, Senseonics Holdings, Inc. reported significant commercial progress following its transition from a partnership with PC Corporation to an in-house commercial strategy. Revenue guidance for the fiscal year was maintained at $60 million to $64 million, representing over 80% growth year-over-year. The company highlighted a strong margin profile, with gross margins expected to be between 55% and 58%. Management emphasized the success of their Eversense 365 product and the strategic expansion of their commercial efforts, particularly through direct-to-consumer (DTC) marketing and the EON nurse network.

Reported metrics

Guidance from management

Management maintained revenue guidance at $60 million to $64 million for 2026, with gross margins expected to be between 55% and 58%.

What management said

One of the very timely things, so I called Mukul the other day, said, what happens if somebody steals some of our sensors in shipping? And unfortunately happens. Well, the reality is -- those sensors are turned off in the cloud. So even if you got access somehow to an expired or stolen Eversense sensor, you're never going to be able to activate it because each individual sensor is controlled through linking to the cl...

I think I got this one. For Gemini, nothing would change for integration with AID because we'll keep the similar same transmitter, right? So it will only transmit and talk to a pump when the Bluetooth is on, on the transmitter, right? In the flash mode, you're not really transmitting to the pump. So nothing is changing with Gemini. With Freedom, with the Bluetooth coming from the sensor will change, right, because no...

What analysts pressed on

Analysts expressed interest in the potential impact of the 1-year real-world data on commercial efforts and partnerships. There were questions about the competitive landscape, particularly regarding quality assurance and the integration of new products with existing pump systems.

Main topics on the call

• Commercial Transition — Senseonics transitioned from a partnership with PC Corporation to an in-house commercial strategy, leveraging the Ascensia commercial organization. Management stated, 'we've been able to leverage that experience and that...
• Eversense 365 Performance — The Eversense 365 product showed strong real-world performance, with patients using their transmitter on body 93% of the time. Dr. Kaufman noted, 'the mean sensor glucose value is very important... 160.'
• DTC Marketing Impact — DTC marketing has driven significant growth, with 60% of business coming from this channel. Management plans to increase DTC spend in the second half of the year.
• Product Pipeline — The company is advancing its Gemini and Freedom products, with Gemini expected to launch in Q2 2027 and Freedom in Q2 2028. These products aim to eliminate on-body components.

Read the full Sensirion Holding AG transcript (June 6, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 49 Sensirion Holding AG earnings call transcripts on record, spanning March 12, 2020 to August 19, 2026. Based on this history, Sensirion Holding AG reports quarterly. The most recent call on file is dated August 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SENS

Exchange

SWX

Country

CH

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

49

First call

March 12, 2020

Most recent

August 19, 2026

Reporting cadence

quarterly