SI earnings / call / takeaways
SI Q3 FY26 earnings call: key takeaways
What SI said on its earnings call of November 5, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 5, 2026·AI-generated from the call transcript and Lician data
- The company reported a net loss of $7.0 million for Q3 2026, with revenue of $16.2 million, exceeding the revenue consensus of $15.46 million (6:39)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | -$0.49 | – | – |
| Revenue | $15.5M | – | – |
What changed since last quarter
- The company raised full-year revenue guidance to $68-70 million, up from previous expectations. (8:11)
- The CEO highlighted improved surgeon adoption and product launches as key drivers of growth. (12:50)
- The CFO mentioned continued margin improvement and expected cost reductions from additive manufacturing in 2027. (9:50)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Full-year 2026 net revenue: $68 to $70 million. (8:11) | not captured |
| Margin | Full-year 2026 gross margin: expected to remain stable. (9:50) | not captured |
| Other | 510(k) for additive manufacturing to begin in 2027, providing cost reductions. (9:50) | not captured |
| Revenue | R&D expenses as a percentage of revenue to moderate in 2027. (9:50) | not captured |
| Other | Cash burn to moderately increase in Q4 2026 due to commercial and R&D investments. (9:50) | not captured |
What analysts pressed on
In their words
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.