Every material Form 8-K SI-BONE, Inc. has filed with the SEC since August 03, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
SI-BONE reported third-quarter 2026 results for the quarter ended September 30, 2026. Revenue rose 14.5% to $55.7 million and the net loss narrowed to $3.6 million, while the company reaffirmed its 2026 revenue guidance of $231 million to $233 million and lowered its operating expense growth expectation to 10.5% from 12.0%.
Worldwide revenue was $55.7 million, up 14.5% from $48.7 million a year earlier; U.S. revenue was $52.8 million, up 13.9%.
Net loss was $3.6 million, or $0.08 per diluted share, compared with $4.6 million, or $0.11 per share, in the prior-year quarter.
2026 revenue guidance of $231 million to $233 million and gross margin of about 79.0% were reaffirmed.
Expected 2026 operating expense growth was reduced to about 10.5% from about 12.0% at the revenue midpoint.
SI-BONE initiated a voluntary recall on August 21, 2026, of 98 iFuse TORQ implants from specific lots because some tube packaging may not meet sterile-barrier criteria. The company expects a gross charge of up to approximately $150,000 in third and fourth quarter cost of goods sold, and says it does not expect third quarter revenue to be otherwise affected. Separately, the company extended its Santa Clara headquarters lease for October 2026 at $43,696 per month.
Recall covers 98 implants from specific lots; tube packaging was made between May 4 and May 15, 2026.
Two recalled implants were already used in patients; no infections or adverse events reported as of the filing date.
About 3,900 implants need repackaging and re-sterilization; up to approximately $150,000 gross charge expected in Q3 and Q4 cost of goods sold.
FDA was notified on August 31, 2026, and the company recommends a Class II classification; the Fourth Lease Amendment runs October 1 to October 31, 2026.
SI-BONE reported second-quarter 2026 worldwide revenue of $56.0 million, up 15.2% from a year earlier, and a net loss of $4.1 million, narrowed from $6.2 million. The company raised its 2026 worldwide revenue guidance to $231 million to $233 million from $230 million to $233 million, and it kept gross margin guidance at about 79%. For shareholders, the filing shows faster sales growth, a smaller loss and a higher low end of the revenue forecast.
Q2 2026 worldwide revenue was $56.0 million, up 15.2%; U.S. revenue was $53.2 million, up 14.7%.
Net loss narrowed to $4.1 million, or $0.09 per diluted share, from $6.2 million, or $0.14, a year earlier.
2026 revenue guidance is now $231 million to $233 million, implying growth of about 15% to 16%, versus the prior $230 million to $233 million.
Cash and equivalents were $145.9 million as of June 30, 2026, up from $144.7 million on March 31, 2026.
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