Last mentioned: Mar 4, 2026
Earnings Call
Management confirms CMS reimbursement rate of $897 and 2025 assay expansion.
Q4 2025 Earnings
Company reports 25% total revenue growth and progress in clinical diagnostic pivot.
FDA Submission
510(k) premarket notification submitted for Lucent AD Complete.
FDA 510(k) Submission
Premarket notification submitted for Lucent AD Complete diagnostic test.
Q4 2025 Close
Quanterix reports $43.9M in revenue with 25% YoY growth.
CMS Reimbursement Milestone
CMS approves $897 reimbursement rate for Lucent AD Complete, establishing a national reference price.
Assay Portfolio Expansion
Launch of 13 new assays including pTau-205 and pTau-212 for neurodegenerative research.
Quanterix reported a 25% revenue surge driven by its Simoa and Spatial platforms, securing critical CMS reimbursement for its Alzheimer’s diagnostic test. Meanwhile, BigBear.ai is navigating a transitional period, narrowing losses and expanding into the UAE to offset declining domestic government program volumes.
The Q4 2025 earnings cycle highlights a strategic shift toward high-margin data intelligence, with Sportradar and Quanterix leading through specialized platform scaling. While BigBear.ai navigates a transition in government contract volumes, the broader sector is prioritizing operational efficiency and international expansion to drive long-term profitability.
A wave of Q4 2025 earnings reports reveals a stark performance gap between high-margin consumer platforms and specialized technology firms. While On Holding and Sportradar delivered record margins and aggressive capital returns, Quanterix and BigBear.ai faced organic declines despite achieving critical regulatory and liquidity milestones.
The Q4 2025 earnings cycle reveals a strategic pivot toward institutionalizing AI governance and securing defense-grade supply chains. Major players like BigBear.ai and CPS Tech are scaling operations through strategic acquisitions and facility expansions, while Paysafe reports record digital wallet adoption, intensifying the focus on transactional security.
Quanterix reported Q4 2025 revenue of $43.9 million, driven by a 25% year-over-year increase and significant progress in its Alzheimer’s diagnostic portfolio. Despite organic declines in its core Simoa and Spatial segments, the company secured a $897 CMS reimbursement rate for its Lucent AD Complete test and submitted its 510(k) to the FDA.
Quanterix reported a 25% year-over-year revenue increase to $43.9 million in Q4 2025, driven by a surge in diagnostics partner revenue and critical regulatory milestones. The company achieved a commercial breakthrough with a $897 CMS reimbursement rate for its Lucent AD Complete test, positioning it for large-scale clinical adoption.