CapsoVision, Inc. (CV) Earnings Call Transcripts

CapsoVision, Inc.'s Latest Earnings Call - Q4 FY2025

In the fourth quarter of 2025, CapsoVision, Inc. reported total revenue of $3.9 million, reflecting a 13% year-over-year growth, driven by increased adoption of its CapsoCam Plus system. The company achieved a full-year revenue growth of approximately 15% and generated 21% new accounts, indicating strong commercial momentum. Management provided guidance indicating that they expect to submit their 510(k) application for the CapsoCam Colon Gen 2 and its AI module in Q3 2026, with potential market launch in early 2027, which could be a significant catalyst for future growth.

Reported metrics

Guidance from management

CapsoVision expects to submit its 510(k) application for CapsoCam Colon Gen 2 and its AI module in Q3 2026, with a potential market launch in early 2027.

What management said

Yes. Thanks, Kyle. So our Colon Gen 2 have higher resolution, higher image quality and a larger field of view for better detection. We also have better software and working with our AI module. And so far, the enrollment goes well, so far, so good. Our Clinical Director, Keri Jorgenson is a very capable person and a good manager. We are -- all this clinical study enrollment is in good hands. So we still are on track t...

Yes. So on this one, we expect the FDA -- it takes FDA 6 months to get to clear the device. So from end of Q3, we expect Q1 2027, we'll get the clearance and launching it in the marketplace, the beginning of second half 2027.

What analysts pressed on

Analysts expressed concerns regarding the increased operating expenses, particularly in light of the company's focus on R&D and public company costs. There are also questions about the timeline for clinical study results and regulatory approvals, especially for the pancreatic cancer initiative.

Main topics on the call

• Revenue Growth Acceleration — CapsoVision achieved a total revenue of $3.9 million in Q4 2025, representing a 13% increase year-over-year. Management noted, 'This continued growth reflects increasing physician awareness, strong clinical utility and t...
• CapsoCam Plus Adoption — The number of patients imaged using CapsoCam Plus grew to over 161,000, with approximately 9,400 patients in Q4 alone, up from 8,374 in the prior year. This reflects a 12% year-over-year growth in patient utilization.
• Pipeline Development and Regulatory Progress — CapsoVision is advancing its CapsoCam Colon Gen 2 with an expected 510(k) submission in Q3 2026. CEO Johnny Wang stated, 'We see a clear opportunity to advance directly to a more capable system that incorporates improved...
• Financial Position and Capital Raise — The company completed a $14 million private placement to strengthen its balance sheet, which CEO Wang described as reflecting 'continued confidence in our strategy and provides additional flexibility to invest in product...

Read the full CapsoVision, Inc. transcript (Q4 FY2025) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 CapsoVision, Inc. earnings call transcripts on record, spanning November 13, 2025 to May 14, 2026. Based on this history, CapsoVision, Inc. reports quarterly. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CV

Exchange

NasdaqCM

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

3

First call

November 13, 2025

Most recent

May 14, 2026

Reporting cadence

quarterly