Semler Scientific, Inc. Q2 FY2025 Earnings Call
· Earnings call transcript and AI-powered summary
- Company: Semler Scientific
- Reporting Period: Q2 2025
- Date: July 2025 (based on post-earnings updates through July 31)
Financial Performance
- Revenue: $8.2 million in Q2 2025, down year-over-year due to CMS reimbursement changes affecting usage of PAD diagnostic device.
- Operating Expenses: $10.3 million, including $1.9 million in non-cash stock-based compensation and $0.5 million on DOJ settlement-related legal costs.
- GAAP Net Income: $66.9 million (vs. loss from operations of $1.2 million); driven by unrealized Bitcoin gains.
- EPS: $5.71 (basic), $5.04 (fully diluted).
- Cash and Equivalents: $13.6 million as of June 30, 2025.
Bitcoin Strategy & Performance
- Total Bitcoin Held (as of July 31, 2025): 5,021 BTC valued at $586.2 million (vs. 4,636 BTC at $496.9 million end of Q2).
- Cost Basis: $476 million → Unrealized gain of $110 million.
- BTC Acquired in Q2: 1,444 BTC at $103,581 per BTC (~$149.6 million).
- BTC Acquired Post-Q2: 385 BTC at $119,090 per BTC (~$45.8 million).
Continue Reading
Unlock the full AI-powered summary with key highlights, financial performance, and analyst Q&A.
Upgrade to ProfessionalContinue Reading
Unlock the full earnings call transcript with speaker labels and formatted dialogue.
Upgrade to Professional