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    BEAT
    Earnings call· Jun 2026(Q2 FY26)

    HeartBeam Q2 FY26 earnings call BEAT

    Aug 13, 2026 Source

    Executive summary

    HeartBeam Q2 FY26 — Heart Attack Detection Pre-Sub Submitted, Commercial Rollout Underway

    HeartBeam is rapidly advancing its heart attack detection program, submitting its pre-submission to the FDA and seeing strong clinical trial enrollment. The initial commercial launch in the concierge market is gaining traction with workflow integration, and the company has significantly reduced its operating cash burn, extending its financial runway. Management remains focused on core priorities and expects accelerated revenue growth in the second half of the year.

    Highlights

    5
    • Submitted pre-submission to FDA for heart attack detection indication on call date, advancing regulatory pathway.

    • Net cash used in operating activities decreased 7% QoQ to $3.3 million in Q2 FY26.

    • Cash runway extended further into 2027 following $11.5 million common stock financing in April 2026.

    • ALIGN-ACS pilot study completed enrollment in less than 4 months with 134 patients, results accepted for TCT presentation.

    • HEADSTART-ACS pilot study surpassed 50% enrollment in less than 3 months for its 500-patient study.

    Concerns

    2
    • Net loss for Q2 FY26 was $5 million, including $0.9 million in one-time items related to leadership transition.

    • Initial commercial rollout metrics are still in the 'thousands of patients', with detailed metrics to be provided after Q3.

    Guidance & targets

    5
    CategoryTargetConfidence
    Operating Cash Flow
    below $2.5 million
    high materiality
    High
    Full-Year Operating Cash Outflows
    below $14 million
    high materiality
    High
    Pivotal Trial Start for Heart Attack Detection
    before year-end
    high materiality
    High
    Commercial Order Flow Magnitude
    increasing magnitude
    medium materiality
    Medium
    Patients for Cash Flow Positive
    sub-30,000 patients
    high materiality
    High

    Operational metrics

    14
    Net cash used in operating activities
    $3.3 million7% decrease QoQ, 3% decrease YoY
    Q2 FY26

    Reflects tightly managed cost profile and efficiency gains.

    Operating Cash Outflow Baseline
    below $2.5 million
    per quarter, Q4 FY26 onwards

    Expected after leadership transition related noise in Q3 and final payments from contract changes.

    Full-Year Operating Cash Outflows
    below $14 million
    FY26

    Company is trending to come in below this target.

    Capital Raise
    $11.5 millioncommon stock only financing
    April 2026

    Strengthened financial position and extended cash runway.

    Cash, Cash Equivalents and Restricted Cash
    $8.8 million
    as of June 30, 2026

    Net of spend from the quarter, extended cash runway into 2027.

    Adjusted Net Loss
    $4.1 million12% decrease QoQ, 17% decrease YoY
    Q2 FY26

    Excludes one-time items related to leadership transition.

    Issued Patents
    25
    current

    Worldwide patents incorporating proprietary tri-core 3D signal reconstruction technology.

    Concierge Program Patient Pool
    1.9 million
    current

    Total patients embedded into concierge services in the US.

    Cardiac-Oriented Patients in Concierge Programs
    hundreds of thousands
    current

    Estimated 20% or more of the total concierge patient pool.

    Patients for Cash Flow Positive
    sub-30,000
    long-term

    Historically stated as 30,000, now potentially less due to reduced cost profile.

    ALIGN-ACS Pilot Study Enrollment
    134in less than 4 months
    completed

    Study evaluating HeartBeam vs 12-lead EKG for chest pain in ERs.

    HEADSTART-ACS Pilot Study Enrollment
    over 50%in less than 3 months
    current

    Indonesian government-supported study evaluating heart attack detection in real-world settings.

    Patch Study Enrollment
    approximately 50enrolling ahead of speed
    initiated

    Evaluating the patch in the same two hospitals as ALIGN-ACS.

    FDA Pre-Submission Review Period
    75
    from submission date

    Timeframe for FDA to respond with additional information or not, leading to pivotal trial.

    Industry KPIs

    5
    MetricValueDetails
    New product launch rampincreasing magnitude of order flow
    FCF conversion leverage guidancesub-30,000 patients for cash flow positivepatients
    Sales force commercial capacity buildsufficient
    Indicated addressable patient population1.9 millionpatients
    Pivotal trial clinical evidence milestonesPre-sub submitted to FDA

    Product announcements

    3
    ProductTypeDetails
    12-lead EKG Patchmilestone
    Acoustic Sensors Technologyroadmap
    Fluid Monitoring Technologyroadmap

    Risks & headwinds

    2
    One-time costs related to leadership transitionQ2 FY26, with some related noise in Q3 FY26

    $0.9 million in Q2 FY26 net loss (comprising $0.6M non-cash stock-based comp and $4.3M severance accrual)

    Mitigation: These are one-time in nature, underlying net loss is lower; company focused on reducing cost profile.

    Increased operating spend due to pivotal MI studyBefore year-end 2026 and into 2027

    May increase spend beyond baseline Q4 FY26 operating cash flow of sub-$2.5 million

    Mitigation: Framed as a 'great problem to have' due to positive trends in enrollment and FDA collaboration; partially offset by cash receipts from commercial launch.

    What to watch in Q3 FY26

    4

    Pivotal Trial Start for Heart Attack Detection

    Before year-end 2026
    CurrentPre-sub submitted to FDA today (Aug 13, 2026)
    TargetTrial initiated

    Why it matters

    Initiation of the pivotal trial is a critical step towards FDA approval for heart attack detection, which is the company's top strategic priority and a major value driver.

    But quite frankly, based on the fact that there were predicates that we identified, and it's a 510(k), I wouldn't expect the trial to be of an exorbitant number. Based on the fact and the proof statements of the trials that we have previously run that have all been completed ahead of their schedules, I think we feel cautiously optimistic💬 we could start the trial before year-end.

    Q&A highlights

    6

    Clarify the strategic shift to licensing data and target partners/applications.

    Management clarified that 'licensing' was an overstatement; the focus is on partnerships with integrated systems for workflow integration, not pure data licensing. The Indonesia trial might evolve into a licensing strategy, but it's yet to be determined.

    I think licensing may have been a bit of kind of an overstatement because it's embedded into the concept, basically the concept and the initiative of working with the integrated systems to incorporate our technology into their workflow.

    asked by Jeremy Perlman · answered by Richard Ferrari

    2 min read5 chapters

    Detailed Narrative

    01

    Heart Attack Detection Progress

    HeartBeam has made significant strides in its heart attack detection program, submitting its pre-submission to the FDA on the call date via the 510(k) pathway. Clinical validation efforts are ahead of schedule, with the ALIGN-ACS pilot study completing enrollment of 134 patients in under four months and its results accepted for presentation at TCT. The HEADSTART-ACS pilot study, a 500-patient study supported by the Indonesian government, has already surpassed 50% enrollment in less than three months. An upcoming JACC article will further demonstrate the accuracy of HeartBeam's algorithm in identifying heart attacks.

    02

    Product Platform & Intellectual Property

    The company's core technology, utilizing tri-core 3D signal reconstruction, is protected by 25 issued patents worldwide. This proprietary technology enables the development of a platform with three distinct form factors: the Card for post-discharge monitoring, the Patch for emergency room and in-hospital monitoring, and the Remote Unit for access in remote locations, currently being used in Indonesia. The technology is clinically validated and FDA cleared for arrhythmic assessment, with ongoing efforts to expand into heart attack detection.

    03

    Commercial Strategy & Early Traction

    HeartBeam's initial commercial launch is underway, focusing on the concierge vertical, which includes approximately 1.9 million patients, with hundreds of thousands identified as cardiac-oriented. The company has signed agreements in target markets including New York, Dallas, South Florida, and Southern California, with initial orders shipped and patients onboarding. A key learning has been to streamline workflow by integrating HeartBeam into new patient intake processes at concierge practices, which is expected to accelerate adoption and lead to an increasing magnitude of order flow by the end of Q3 FY26.

    04

    Financial Discipline & Runway Extension

    The company demonstrated strong financial discipline in Q2 FY26, reducing net cash used in operating activities by 7% quarter-over-quarter to $3.3 million. This was achieved through tightly managed costs, efficiency gains, and executives electing to receive shares in lieu of cash for bonuses. Following an $11.5 million common stock financing in April 2026, HeartBeam reported $8.8 million in cash, cash equivalents, and restricted cash as of June 30, 2026, extending its cash runway further into 2027. The baseline operating cash flow is projected to be below $2.5 million per quarter by Q4 FY26, with full-year operating cash outflows expected to be below $14 million.

    05

    Future Innovations

    HeartBeam continues to innovate, securing two new patents for future applications of its technology. One patent is for acoustic sensors, designed to provide insights into heart valve performance. The other is for fluid monitoring capabilities, utilizing impedance to detect fluid increases in patients, particularly beneficial for managing congestive heart failure and potentially reducing emergency room visits. These innovations highlight the platform's versatility and long-term growth potential beyond current indications.

    AI-generated summary of the company’s earnings call. Not investment advice.