Senseonics Posts 72% Revenue Surge in Q4 2025, Eyes European Expansion

Event summary

  • Q4 2025 revenue hit $14.3M, up 72% YoY, with full-year revenue at $35.3M (+57% YoY).
  • CE Mark approval secured for Eversense 365 in Europe, launching commercialization in 2026.
  • First AID system integration with twiist launched in the US.
  • U.S. new patient growth reached 103% YoY, driven by direct-to-consumer marketing.
  • Net loss widened to $20.8M in Q4 2025, but full-year loss narrowed to $69.1M.

The big picture

Senseonics' strong revenue growth reflects its strategic shift to direct-to-consumer marketing and in-house commercialization. The company's expansion into Europe and integration with AID systems position it to compete more aggressively in the long-term CGM market. However, sustaining profitability amid rising operational costs remains a key challenge.

What we're watching

Market Expansion
Whether Senseonics can sustain its 103% U.S. patient growth while successfully launching in Europe.
Operational Efficiency
How the transition of commercialization from Ascensia impacts margins and execution speed.
Regulatory Milestones
The pace at which the Gemini sensor trial progresses and its potential approval timeline.