Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-8.49%
$1.49
0% positive prob.
5-Day Prediction
-15.95%
$1.37
0% positive prob.
20-Day Prediction
-19.91%
$1.31
0% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q2 2026 | SELL | -8.49% | -15.95% | -19.91% | 100.0% | Pending |
| Q2 2026 | SELL | -8.49% | -15.96% | -19.91% | 100.0% | Pending |
| Q1 2026 | SELL | -9.83% | -16.58% | -21.72% | 100.0% | -7.83% |
| Q4 2025 | SELL | -9.16% | -15.82% | -20.89% | 100.0% | Pending |
| Q3 2025 | SELL | -9.25% | -15.43% | -21.01% | 100.0% | -20.11% |
SEC 8-K filings with transcript text
Aug 5, 2026 · 100% conf.
1D
-8.49%
$1.42
Act: +7.74%
5D
-15.96%
$1.30
20D
-19.91%
$1.24
2 snes-20260805xexx991.htm
Document
Exhibit 99.1
SenesTech Reports Record Q2 2026 Revenue and Gross Margin as
E-commerce Growth Accelerates
Revenue rose 56% sequentially and gross margin reached a company-record 73.6% in the first full quarter of in-house Amazon management, advancing the Company’s intended shift to a scalable, recurring-revenue platform.
SURPRISE, Ariz., August 5, 2026 /PRNewswire/ — SenesTech, Inc. (NASDAQ: SNES), the leader in fertility control for managing animal pest populations and the only manufacturer of EPA-compliant Rodent Birth Control™ products, today announced financial results for the second quarter ended June 30, 2026.
Q2 2026 Financial Highlights
•Total revenue increased 56% to a record $770,000 in Q2 2026, compared to $493,000 in Q1 2026, and increased 23% compared to $625,000 in Q2 2025. Growth was driven by continued expansion of the Company’s e-commerce business across both online DTC and online B2B channels, led by record performance during the first full quarter of in-house Amazon management and reflecting greater control over advertising, pricing and channel economics.
•First-half 2026 revenue increased 14% year over year to a record $1.26 million, compared to $1.11 million in the first half of 2025, reflecting continued execution of the Company’s overall growth strategy and establishing the strongest first-half revenue performance in Company history.
•E-commerce revenue, which includes both online DTC and online B2B channels, more than tripled to a record $511,000 in Q2 2026, compared to $179,000 in Q1 2026, an increase of 186%, and increased 206% compared to $167,000 in Q2 2025. Growth reflected accelerating adoption of Evolve®, stronger execution across Amazon and Shopify, and continued growth in subscription customers. For the first time in the Company’s history, e-commerce revenue exceeded direct B2B revenue, reflecting the continued expansion of the Company’s online business and the growing role e-commerce is expected to play in supporting future direct B2B growth.
•Amazon revenue increased more than fivefold to a record $349,000 in Q2 2026, compared to $61,000 in Q1 2026. Q2 marked the first full quarter under Company management, with Amazon establishing new records for order count, revenue, subscription revenue and subscriber count. Prior to February 2026, Amazon was managed by a third party.
•The Company’s e-commerce website revenue increased 31% to $155,000 in Q2 2026, compared to $118,000 in Q1 2026. Record subscriber growth demonstrated the continued expansion of the Company’s e-commerce strategy across both online DTC and online B2B channels.
•DTC subscription revenue increased 89% to a record $104,000 in Q2 2026, compared to $55,000 in Q1 2026, and increased 142% compared to $43,000 in Q2 2025. Combined subscriber count across Amazon and the Company’s e-commerce website increased 117% to a record level at quarter end, further strengthening the Company’s recurring revenue base and increasing revenue visibility.
•Direct B2B revenue was $259,000 in Q2 2026, compared to $460,000 in Q2 2025, which included a $180,000 periodic bulk sale associated with third-party management of the Amazon channel, as well as a large initial stocking order from a new distributor. With the Company’s e-commerce strategy now firmly established, a new EVP of Sales has been appointed to accelerate growth across the Company’s targeted B2B verticals.
•Evolve® revenue increased 27% to $662,000 in Q2 2026, compared to $520,000 in Q2 2025, and represented 86% of product revenue, compared to 83% in Q2 2025. ContraPest® revenue increased to
$107,000 in Q2 2026, compared to $105,000 in Q2 2025, and increased 43% from $75,000 in Q1 2026, reflecting a renewed focus on select customers and markets.
•Gross profit increased 68% to a record $567,000 in Q2 2026, compared to $338,000 in Q1 2026, and increased 39% compared to $409,000 in Q2 2025. Gross profit grew faster than revenue, reflecting improved channel mix, stronger direct-channel economics and disciplined product costs.
•Gross margin increased to a company-record 73.6% in Q2 2026, compared to 68.5% in Q1 2026 and 65.5% in Q2 2025. The improvement reflected continued strength in the Company’s e-commerce business, favorable supply costs, favorable product mix and disciplined pricing practices.
•Net loss for Q2 2026 improved to $1.8 million, compared to $2.1 million in Q1 2026. Net loss increased on a year-over-year basis, compared to $1.6 million in Q2 2025. The sequential improvement reflected higher revenue and record gross profit and was achieved despite $273,000 in severance costs.
•Adjusted EBITDA loss improved 15% to $1.4 million in Q2 2026, compared to $1.6 million in Q1 2026. Adjusted EBITDA loss increased on a year-over-year basis compared to $1.2 million in Q2 2025.
•Cash and cash equivalents totaled $5.1 million at quarter end.
July 2026 E-Commerce Momentum Accelerates
•E-commerce revenue for
Aug 3, 2026 · 100% conf.
1D
-8.49%
$1.42
Act: +7.74%
5D
-15.96%
$1.30
20D
-19.91%
$1.24
2 snes-20260803xexx991.htm
Document
Exhibit 99.1
SenesTech Active Subscriber Base More Than Doubles as E-commerce Strategy Gains Momentum
Integrated e-commerce strategy drives recurring revenue while supporting long-term growth across
consumer and business-to-business markets.
SURPRISE, Ariz., Aug. 3, 2026 — SenesTech, Inc. (NASDAQ: SNES), the leader in rodent birth control solutions, today announced that its active online subscription customer base, comprising both direct-to-consumer ("DTC") and business-to-business ("B2B") customers, more than doubled during the second quarter of 2026 compared to the first quarter, reaching a record level. That expansion reinforces the Company's recurring revenue model while potentially increasing customer lifetime value and improving long-term revenue visibility.
SenesTech's e-commerce business, which serves DTC and B2B customers placing one-time and subscription orders, grew 186% during the second quarter compared to the prior quarter. Subscriber growth was a meaningful contributor. The growth also reflects the Company's investments in Amazon, SenesTech.com and digital marketing, as well as the transition to direct management of its Amazon channel and Shopify platform.
The Company's e-commerce channels are also a meaningful source of commercial demand. A substantial portion of Shopify revenue comes from B2B customers, which the Company believes demonstrates that e-commerce demand extends well beyond the consumer market. Smaller commercial accounts increasingly purchase directly online, while larger accounts continue to be served by the Company's direct B2B sales team.
The strategy serves multiple purposes. Beyond driving direct-to-consumer sales, the Company's digital investments are intended to increase brand awareness, educate the market about rodent birth control and generate demand that supports its direct B2B sales efforts. Management believes rising consumer awareness also strengthens commercial demand by expanding brand familiarity, supporting growth across the Company's targeted vertical markets.
Building a larger active subscriber base is a key element of the Company's long-term e-commerce strategy. Subscription customers help generate predictable recurring revenue, improve visibility into future demand and strengthen long-term customer relationships. Unlike one-time product purchases, subscriptions are expected to encourage ongoing product use and create a more stable, recurring revenue stream.
The Company believes this strategy is particularly well suited for both its Evolve® and ContraPest® product lines because rodent birth control is designed for ongoing use as part of a long-term rodent population management program rather than as a one-time treatment. A subscription model simplifies replenishment for both consumer and commercial customers while encouraging consistent product use.
"Subscriber growth has become one of the clearest indicators that our e-commerce strategy is working," said Michael Edell, President and Chief Executive Officer of SenesTech. "Every new subscriber strengthens the predictability and quality of our revenue while creating long-term customer relationships. And the investments we are making in e-commerce are benefiting our entire business."
"Our e-commerce strategy is only one component of our long-term growth plan," continued Edell. "The investments we are making today are strengthening our brands, expanding recurring revenue and creating opportunities across our targeted commercial markets. As awareness continues to grow, we believe this
foundation will support sustainable growth throughout our business and further diversify our revenue base over time."
About SenesTech, Inc.
SenesTech is the leader in rodent birth control solutions. The Company's patented products, marketed under its Evolve® and ContraPest® brands, provide effective, sustainable approaches to long-term rodent population management that can be integrated into existing pest management programs or used independently. SenesTech serves both consumer and professional markets with science-based solutions aimed at addressing one of the world's most persistent pest challenges.
For more information, visit https://senestech.com.
This press release contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include, but are not limited to, statements regarding the expected benefits of the Company's e-commerce, direct-to-consumer, business-to-business and subscription strategies, including the potential for recurring customer relationships, increased customer lifetime value, future revenue visibility, future demand for Evolve® and ContraPest®, brand awareness and commercial growth. You are cautioned that such statements are based on current expectations and assumptions and are subject to risks, uncertainties and other factors that could cause actual results to differ
May 12, 2026 · 100% conf.
1D
-9.83%
$1.50
Act: +9.04%
5D
-16.58%
$1.38
Act: -7.83%
20D
-21.72%
$1.30
Act: +3.61%
2 snes-20260512xexx991.htm
Document
Exhibit 99.1
SenesTech Reports Record Direct-to-Consumer and Subscription Growth
Following Strategic E-Commerce Transition
In-house e-commerce transition and new CEO expected to support
scalable recurring revenue growth strategy
SURPRISE, Ariz., May 12, 2026 /PRNewswire/ — SenesTech, Inc. (NASDAQ: SNES), the leader in fertility control for managing animal pest populations and the only manufacturer of EPA-compliant Rodent Birth Control™ products today announced financial results for the first quarter ended March 31, 2026 and provided an update on the Company’s acceleration of revenue under newly appointed Chief Executive Officer, Michael Edell.
Q1 2026 Financial Highlights
•Revenue increased 2% to $493,000 in Q1 2026 compared to $485,000 in Q1 2025, despite approximately $157,000 of reduced third-party e-commerce revenue associated with the Company’s transition from third-party e-commerce management to in-house management of Amazon sales. Gross profit increased 8% to $338,000 in Q1 2026 compared to $313,000 in Q1 2025.
•Direct-to-consumer revenue increased 42% to $194,000 in Q1 2026, compared to $137,000 in Q1 2025, driven by strong Amazon execution and continued subscription growth.
•Subscription revenue increased 44% to $56,000 in Q1 2026, compared to $39,000 in Q1 2025, reinforcing the recurring nature of the Company’s growing direct-to-consumer business model.
•Third party e-commerce revenues declined to $17,000 in Q1 2026 compared to $157,000 in Q1 2025 due to the transition to managing Amazon efforts internally.
•B2B revenue increased 57% to $298,000 in Q1 2026 compared to $190,000 in Q1 2025, reflecting continued traction across distributor, municipal, and professional channels.
•Gross margin expanded to a company record 68.6% in Q1 2026 as direct channel economics improved and pricing discipline strengthened.
•Net loss for Q1 2026 was $2.1 million, compared to $1.7 million in Q1 2025. Q1 2026 included $443,000 in severance costs and one-time legal expenses.
•Adjusted EBITDA loss was $1.6 million in Q1 2026, compared to $1.5 million in Q1 2025.
•Cash and equivalents totaled $6.8 million at quarter end, supporting ongoing operational execution and strategic initiatives.
April 2026 E-Commerce Momentum
•April 2026 represented the first full month following completion of the Company’s Amazon transition from third-party e-commerce management to direct in-house management.
•E-commerce sales for April 2026 increased 163% to a record $146,000 compared to $56,000 during April 2025 and increased 47% compared to $99,000 during March 2026, providing early positive evidence for the Company’s evolving e-commerce strategy.
•Subscription-based revenue increased 198% to a record $36,000 during April 2026 compared to $12,000 during April 2025, while subscription-based customers increased 109%, reinforcing the recurring nature of the Company’s growing direct-to-consumer business model.
Recent Operational and Strategic Highlights
•Appointment of New CEO: Michael Edell’s appointment as President and Chief Executive Officer in May 2026 reinforces SenesTech’s focus on operational accountability, scalable growth, and disciplined execution. During his tenure as Interim Chief Operating Officer, Mr. Edell helped accelerate the Company’s direct-to-consumer strategy, including the transition to direct Amazon management, subscription growth initiatives, packaging redesign efforts, and broader go-to-market execution across e-commerce, distributor, municipal, and other B2B channels.
•Amazon Direct Management Transition Completed: SenesTech substantially completed its transition from third party e-commerce management of Amazon sales of Evolve products during March 2026. The transition provides the Company with greater visibility into customer behavior, enhanced control over advertising and media buying, improved pricing visibility, stronger customer engagement opportunities, and greater control over overall channel economics.
•E-Commerce Website Redesign Underway: SenesTech continues to redesign the e-commerce section of SenesTech.com to improve customer experience, simplify navigation, increase conversion rates, and support subscription growth. The redesign is expected to align closely with updated packaging, digital advertising initiatives, and broader consumer marketing efforts, with launch currently targeted for Q3 2026.
•B2B Vertical Expansion Strategy: SenesTech continues to refine its B2B strategy with increased focus on large-scale opportunities across targeted verticals including pest management, agriculture, municipalities, distributors, and other commercial markets capable of generating larger dollar opportunities. The emphasis on direct-to-consumer growth is also expected to support B2B revenues through increased brand awareness and inbound lead generation.
•Packaging Refresh Initiative: SenesTech is implementing updated packaging designed to i
This page provides SenesTech Inc. (SNES) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on SNES's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.