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Butterfly Network (BFLY) Reports Record Revenue Growth

Butterfly Network, Inc. (NYSE: BFLY) recently released its financial results for the fourth quarter and full year ended December 31, 2025, showcasing significant growth and achievement. Here are the detailed highlights of the financial performance:

  • Record Quarterly Revenue: Butterfly Network reported a quarterly record revenue of $31.5 million in Q4, representing an impressive 41% year-over-year growth from $22.4 million in the fourth quarter of 2024.

  • Positive Net Cash Flow: The company generated positive net cash flow of $6.3 million in Q4, marking the lowest annual cash usage in the company's history.

  • Revenue Breakdown: U.S. revenue amounted to $26.8 million, reflecting a robust 55% increase from the prior year, driven by revenue from a new co-development partnership with Midjourney and increased probe sales. International revenue decreased 6% year-over-year to $4.7 million.

  • Gross Margin: Butterfly Network's gross profit was $21.2 million, compared to $13.7 million in the previous year period. The total gross margin, on a GAAP basis, increased to 67.3% from 61.4% in the prior year period.

  • Operating Expenses: Operating expenses were $37.9 million, up 22% from $31.0 million in the prior year period. Total operating expenses, excluding stock-based compensation and other expenses, were $26.2 million.

  • Net Loss and Adjusted EBITDA: The net loss was $15.3 million, an improvement from $18.1 million in the prior year period. Additionally, the adjusted EBITDA loss was $3.2 million, compared to $9.1 million in the prior year period.

  • Cash and Cash Equivalents: The company had cash and cash equivalents of $150.5 million as of December 31, 2025.

Looking ahead, Butterfly Network provided revenue guidance of $117 million to $121 million for the fiscal year 2026, representing approximately 20% to 24% growth, along with an adjusted EBITDA loss of $21 million to $25 million.

Today the company's shares have moved -8.57% to a price of $4.16. For the full picture, make sure to review Butterfly Network's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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