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Performance beat was driven by the 'flywheel' effect of three emerging growth engines: Point-of-Care Ultrasound (POCUS), Home and Community Care, and Embedded partnerships.
The Embedded business saw a 439% revenue increase, primarily attributed to the Midjourney partnership and the growing market recognition of semiconductor-based imaging's potential.
Core POCUS growth was bolstered by a shift toward enterprise-level software deals, with the Compass AI pipeline increasing five times since last year.
Management attributes record gross margins of 71% to a favorable revenue mix, specifically the high-margin contributions from the Butterfly Embedded segment.
Strategic positioning in medical education reached a milestone with 80% of U.S.
medical schools now using Butterfly, shifting from small device placements to full one-to-one ultrasound curricula.
International revenue declined 14% due to a difficult year-over-year comparison against the iQ3 launch and several large deals shifting into the third quarter.
Full-year 2026 revenue guidance was raised to $119 million-$123 million, reflecting confidence in the commercialization of Home and Community Care and Embedded milestones.
The next-generation probe, built on the P5.1 chip, is on track for a Q1 2027 launch, aiming to deliver harmonic imaging that exceeds the performance of traditional PZT handheld competitors.
Management expects to enter the multi-billion dollar ultrasound cart market in late 2027 with the launch of iQ Station, leveraging existing hospital capital budgets.
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| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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