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Installed Base
Tracks the number of active devices or patients currently using Beta Bionics’ systems, revealing the company’s footprint and the base for recurring revenue from consumables, software updates, and services. A growing installed base supports predictable revenue and network effects, while slow growth or high churn raises questions about retention, device performance, or competitive displacement.Installed base has accelerated from near-zero to a meaningful commercial footprint, creating a structural shift: recurring, pharmacy‑reimbursed revenue is now large enough (management says pharmacy-installed-base >3x new-starts) to be accretive and drive gross‑margin leverage alongside manufacturing scale. That momentum cushions a seasonal dip in new starts, but execution risks—FDA warning‑letter remediation and very high S&M spend—mean the installed base must translate into lower customer‑acquisition costs and sustained pharmacy conversion to lock in profitability gains.
Date | Installed Base |
|---|---|
Dec 31, 2025 | 35.01K |
Sep 30, 2025 | 29.42K |
Jun 30, 2025 | 24.09K |
Mar 31, 2025 | 19.15K |
Dec 31, 2024 | 15.30K |
Sep 30, 2024 | 11.21K |
Jun 30, 2024 | 8.03K |
Mar 31, 2024 | 4.90K |
Dec 31, 2023 | 2.30K |
Sep 30, 2023 | 486.00 |