Semler Scientific Inc (NASDAQ:SMLR) Reports Q2 2025 Earnings Beat and Discloses Bitcoin Treasury Strategy

Semler Scientific Inc (NASDAQ:SMLR) reported its second-quarter 2025 financial results, delivering a significant earnings beat while revenue came in slightly below analyst expectations. The company, which has adopted Bitcoin as its primary treasury reserve asset, also disclosed its BTC holdings and year-to-date yield, drawing attention to its unconventional financial strategy.

Earnings and Revenue Performance

• Earnings Per Share (EPS): Reported EPS of $5.04 vastly outperformed analyst estimates of -$0.2754, marking a substantial positive surprise.
• Revenue: The company posted $8.22 million in revenue, narrowly missing the consensus estimate of $8.26 million but remaining within a reasonable margin.
• Bitcoin Holdings: Semler Scientific disclosed holdings of 5,021 BTC with a year-to-date yield of 31.3% as of July 31, 2025, reinforcing its aggressive Bitcoin treasury strategy.

Market Reaction

Following the earnings release, the stock saw an after-hours gain of 1.07%, suggesting investor optimism, particularly around the earnings beat and Bitcoin performance. However, the stock has faced recent downward pressure, with declines of -9.5% over the past week, -16.4% over two weeks, and -14.8% over the past month, possibly reflecting broader market sentiment or profit-taking after previous gains.

Forward-Looking Estimates

Analyst expectations for the full year 2025 remain mixed:

• Full-Year 2025 EPS Estimate: -$3.4884
• Full-Year 2025 Revenue Estimate: $33.41 million
• Q3 2025 EPS Estimate: -$0.102
• Q3 2025 Revenue Estimate: $8.15 million

The lack of explicit forward guidance in the press release makes it difficult to assess whether Semler Scientific expects to meet or exceed these projections. However, the company’s Bitcoin strategy appears to be a key driver of its financial performance, which may continue to influence investor sentiment.

Key Takeaways from the Press Release

• Strong Earnings Beat: The $5.04 EPS significantly outperformed expectations, likely driven by Bitcoin gains and operational efficiency.
• Revenue Slight Miss: While revenue was slightly below estimates, the difference was marginal and may not concern investors given the earnings strength.
• Bitcoin as a Treasury Asset: The company’s substantial BTC holdings and yield highlight its unconventional approach to corporate treasury management, which has both risks and rewards.

For a deeper dive into Semler Scientific’s earnings and analyst estimates, visit the earnings page.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making any investment decisions.