CeriBell (CBLL) Corporate presentation summary

Market opportunity and financial highlights

• U.S. total addressable market estimated at $3.5B, with adult seizure, pediatric/neonate, and delirium segments each exceeding $1B potential.

• FY 2026 revenue guidance is $114M–$117M, with 33% YoY revenue growth in Q2 2026 and 90% YTD gross margin as of June 30, 2026.

• Less than 4% of the addressable market penetrated, with 12% hospital penetration and significant room for expansion.

Product innovation and clinical impact

• AI-powered, point-of-care EEG platform enables rapid seizure detection and continuous monitoring in acute care settings.

• Proprietary Clarity algorithm provides bedside alerts and real-time feedback, supporting faster diagnosis and treatment.

• System reduces time from suspicion to diagnosis to minutes, compared to hours or days with conventional EEG.

• Validated cost savings include reduced anti-seizure medication use, shorter ICU/hospital stays, and fewer patient transfers.

Indication expansion and regulatory milestones

• 2026 saw FDA clearances for pediatric (age 1+) and neonate seizure detection, unlocking a $400M incremental market.

• FDA clearance and NTAP reimbursement for delirium monitoring, with commercial launch targeted by year-end 2026.

• FDA breakthrough designation for LVO stroke detection algorithm in inpatient settings.