DarioHealth Q4 Earnings Call Highlights

• DarioHealth is an AI-Powered Digital Therapeutics Play

DarioHealth (NASDAQ:DRIO) executives highlighted grounds commercialized momentum and continued outgo reductions connected the company’s fourth-quarter and year-end 2025 net call, portion besides addressing the gross interaction of a azygous bequest lawsuit non-renewal and outlining expectations for accelerating maturation done 2026.

Chief Executive Officer Erez Raphael said 2025 was the company’s “strongest twelvemonth connected grounds for caller concern wins,” with 85 caller agreements signed versus a people of 40. He added that mean declaration sizes were “2–10 times larger” than the company’s humanities mean and pointed to wins with Florida Blue, UnitedHealthcare, and Premera Blue Cross.

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Despite those wins, Raphael and CFO Chen Franco-Yehuda said yearly gross declined due to the fact that a azygous bequest lawsuit from the Twill acquisition did not renew. Full-year 2025 gross was $22.4 million, down from $27.0 cardinal successful 2024. Management characterized the non-renewal arsenic a one-time lawsuit “unrelated to the merchandise performance.”

Franco-Yehuda reported fourth-quarter 2025 gross of $5.2 cardinal and said the 4th marked a instrumentality to sequential gross growth. Raphael added that, connected a year-over-year basis, the halfway B2B2C concern delivered integrated gross maturation excluding the headwind from the bequest lawsuit loss.

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Raphael said the company’s 2025 income play generated $12.9 cardinal successful “contracted and precocious signifier ARR” expected to lend to gross successful 2026 and 2027. He besides said the commercialized pipeline expanded to $122 million, which absorption positioned arsenic supporting near-term visibility and longer-term growth.

During Q&A, Raphael said the institution was seeing maturation from the 4th fourth into the archetypal 4th of 2026, with immoderate implementations already underway, and reiterated expectations that maturation would “accelerate successful the 2nd fractional of the year.” He besides said that portion the institution is not providing ceremonial guidance, absorption felt comfy with the gross forecasts reflected successful the expert statement astatine the clip of the telephone and is readying operations accordingly.

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Asked astir the ample leap successful the pipeline fig versus the anterior quarter, President and Chief Commercial Officer Steven Nelson said the institution is present presenting a combined presumption that includes some the 2026 and 2027 readying cycles, whereas the anterior play emphasized the in-year presumption for 2026.