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Dec 31, 2024

Neuropace Q4 2024 Earnings Report

NeuroPace reported record revenue growth in Q4 2024 with improved operating results.

Key Takeaways

NeuroPace achieved record Q4 2024 revenue of $21.5 million, reflecting a 19% year-over-year increase, primarily driven by strong sales of the RNS System. The company reported a net loss of $5.3 million, an improvement from the $6.2 million loss in Q4 2023. Operating expenses increased slightly due to higher investments in R&D and sales efforts. Gross margin reached 75.4%, exceeding guidance. The company completed a $74.8 million public offering in February 2025 to strengthen its balance sheet and fund future growth initiatives.

Q4 2024 revenue increased 19% year-over-year to $21.5 million.

Net loss improved to $5.3 million from $6.2 million in Q4 2023.

Gross margin was 75.4%, exceeding the company’s 72-74% guidance range.

Completed a $74.8 million public offering in February 2025.

Total Revenue
$21.5M
Previous year: $18M
+19.2%
EPS
-$0.18
Previous year: -$0.23
-21.7%
Gross Profit Margin
75.4%
Previous year: 75.2%
+0.3%
Gross Profit
$16.2M
Previous year: $13.5M
+19.5%
Cash and Equivalents
$13.4M
Previous year: $18.1M
-25.6%
Total Assets
$94.6M
Previous year: $108M
-12.1%

Neuropace

Neuropace

Forward Guidance

NeuroPace expects revenue to grow between 15% and 20% in 2025, with an anticipated range of $92M to $96M. The company aims to improve operational efficiency while continuing investments in AI-powered software and new product developments.

Positive Outlook

  • 2025 revenue guidance of $92M to $96M, reflecting 15-20% growth.
  • Gross margin expected to remain strong between 73% and 75%.
  • R&D investments in AI-enabled software and next-gen platform expected to drive long-term growth.
  • FDA submission for expanded RNS therapy indication expected in the second half of 2025.
  • Public offering proceeds will provide capital to support operational goals and cash flow breakeven.

Challenges Ahead

  • Continued net losses expected in the near term.
  • Higher operating expenses may impact short-term profitability.
  • Regulatory approvals for new indications remain uncertain.
  • Competition in the neuromodulation space could pressure growth.
  • Potential reimbursement challenges may affect revenue projections.