SOBRsafe Reports Second Quarter 2025 Results
SOBRsafe (NASDAQ:SOBR) has reported its Q2 2025 financial results, demonstrating significant growth in key metrics. The company achieved a 92.3% year-over-year and 20.3% quarter-over-quarter increase in total revenue, reaching $104.2 thousand. Gross margin improved to 57.5%, while net loss decreased to $2.0 million.
The company's SOBRsure� GEN 2 devices showed strong performance, with 178 units shipped in Q2, representing a 35.9% increase from Q1 2025. Annual recurring revenue from software subscriptions grew 109.6% year-over-year, contributing 55.2% of total revenue. The company also expanded its global presence with a new European Patent for SOBRcheck� and launched an enhanced B2B e-commerce platform.
[ "Revenue growth of 92.3% year-over-year and 20.3% quarter-over-quarter", "Gross margin improved to 57.5%, up 380 basis points year-over-year", "Software subscription revenue increased 109.6% year-over-year", "SOBRsure GEN 2 shipments increased 35.9% quarter-over-quarter", "Secured European Patent for SOBRcheck device", "Strong cash position of $8.5 million as of June 30, 2025" ]SOBRsafe (NASDAQ:SOBR) ha comunicato i risultati finanziari del secondo trimestre 2025, mostrando una crescita significativa nei principali indicatori. L'azienda ha registrato un aumento del 92,3% su base annua e del 20,3% su base trimestrale dei ricavi totali, raggiungendo 104,2 mila dollari. Il margine lordo è salito al 57,5%, mentre la perdita netta si è ridotta a 2,0 milioni di dollari.
I dispositivi SOBRsure� GEN 2 hanno mostrato ottime prestazioni, con 178 unità spedite nel secondo trimestre, pari a un incremento del 35,9% rispetto al primo trimestre 2025. I ricavi ricorrenti annuali derivanti dagli abbonamenti software sono cresciuti del 109,6% su base annua, rappresentando il 55,2% del totale dei ricavi. L'azienda ha inoltre ampliato la sua presenza globale ottenendo un nuovo brevetto europeo per SOBRcheck� e lanciando una piattaforma e-commerce B2B migliorata.
- Crescita dei ricavi del 92,3% su base annua e del 20,3% su base trimestrale
- Margine lordo migliorato al 57,5%, con un aumento di 380 punti base su base annua
- Ricavi da abbonamenti software aumentati del 109,6% su base annua
- Spedizioni di SOBRsure GEN 2 cresciute del 35,9% su base trimestrale
- Brevetto europeo ottenuto per il dispositivo SOBRcheck
- Solida posizione di cassa di 8,5 milioni di dollari al 30 giugno 2025
SOBRsafe (NASDAQ:SOBR) ha presentado sus resultados financieros del segundo trimestre de 2025, mostrando un crecimiento significativo en métricas clave. La compañÃa logró un aumento del 92,3% interanual y del 20,3% trimestral en ingresos totales, alcanzando 104,2 mil dólares. El margen bruto mejoró hasta el 57,5%, mientras que la pérdida neta se redujo a 2,0 millones de dólares.
Los dispositivos SOBRsure� GEN 2 mostraron un sólido desempeño, con 178 unidades enviadas en el segundo trimestre, lo que representa un incremento del 35,9% respecto al primer trimestre de 2025. Los ingresos recurrentes anuales por suscripciones de software crecieron un 109,6% interanual, contribuyendo con un 55,2% del total de ingresos. La empresa también amplió su presencia global con una nueva patente europea para SOBRcheck� y lanzó una plataforma de comercio electrónico B2B mejorada.
- Crecimiento de ingresos del 92,3% interanual y 20,3% trimestral
- Margen bruto mejorado al 57,5%, con un aumento de 380 puntos básicos interanuales
- Ingresos por suscripciones de software aumentaron un 109,6% interanual
- EnvÃos de SOBRsure GEN 2 aumentaron un 35,9% trimestral
- Patente europea asegurada para el dispositivo SOBRcheck
- Posición de efectivo sólida de 8,5 millones de dólares al 30 de junio de 2025
SOBRsafe (NASDAQ:SOBR)ëŠ� 2025ë…� 2분기 재무 실ì ì� 발표하며 주요 지표ì—ì„� ìƒë‹¹í•� 성장ì� 보였습니ë‹�. 회사ëŠ� ì´� 매출ì� ì „ë…„ ë™ê¸° 대ë¹� 92.3%, ì „ë¶„ê¸� 대ë¹� 20.3% ì¦ê°€Çê˜ì—¬ 104,200달러ì—� ë„달했습니다. ì´� ì´ìµë¥ ì€ 57.5%ë¡� ê°œì„ ë˜ì—ˆê³�, 순ì†ì‹¤ì€ 200ë§� 달러ë¡� ê°ì†Œí–ˆìŠµë‹ˆë‹¤.
ÐëŒì‚¬ì� SOBRsureâ„� GEN 2 기기ëŠ� 2분기ì—� 178대 출하ë˜ì–´ 2025ë…� 1분기 대ë¹� 35.9% ì¦ê°€í•� 강한 성과ë¥� 보였습니ë‹�. 소프트웨ì–� 구ë…ì—서 ë°œìƒí•˜ëŠ” ì—°ê°„ 반복 수ìµì€ ì „ë…„ 대ë¹� 109.6% ì¦ê°€Çê˜ì—¬ ì „ì²´ 매출ì� 55.2%ë¥� 차지했습니다. ë˜í•œ 회사ëŠ� SOBRcheckâ„¢ì— ëŒ€í•� 새로ìš� ìœ ëŸ½ 특허ë¥� íšë“í•˜ê³ í–¥ìƒë� B2B ì „ìžìƒê±°ëž� 플랫í¼ì„ 출시하며 글로벌 ìž…ì§€ë¥� 확장했습니다.
- ì „ë…„ 대ë¹� 92.3%, ì „ë¶„ê¸� 대ë¹� 20.3% 매출 성장
- ì´� ì´ìµë¥� 57.5%ë¡� ê°œì„ , ì „ë…„ 대ë¹� 380 ë² ì´ì‹œìФ í¬ì¸íŠ� ìƒìй
- 소프트웨ì–� êµ¬ë… ìˆ˜ìµ ì „ë…„ 대ë¹� 109.6% ì¦ê°€
- SOBRsure GEN 2 출하ëŸ� ì „ë¶„ê¸� 대ë¹� 35.9% ì¦ê°€
- SOBRcheck 기기ì—� 대í•� ìœ ëŸ½ 특허 확보
- 2025ë…� 6ì›� 30ì� 기준 850ë§� 달러ì� 탄탄í•� 현금 ë³´ìœ
SOBRsafe (NASDAQ:SOBR) a publié ses résultats financiers du deuxième trimestre 2025, montrant une croissance significative des indicateurs clés. L'entreprise a enregistré une augmentation de 92,3 % en glissement annuel et de 20,3 % en glissement trimestriel de son chiffre d'affaires total, atteignant 104,2 mille dollars. La marge brute s'est améliorée à 57,5 %, tandis que la perte nette a diminué à 2,0 millions de dollars.
Les dispositifs SOBRsure� GEN 2 ont affiché de solides performances, avec 178 unités expédiées au deuxième trimestre, soit une augmentation de 35,9 % par rapport au premier trimestre 2025. Les revenus récurrents annuels issus des abonnements logiciels ont augmenté de 109,6 % en glissement annuel, représentant 55,2 % du chiffre d'affaires total. L'entreprise a également étendu sa présence mondiale avec un nouveau brevet européen pour SOBRcheck� et lancé une plateforme e-commerce B2B améliorée.
- Croissance du chiffre d'affaires de 92,3 % en glissement annuel et 20,3 % en glissement trimestriel
- Marge brute améliorée à 57,5 %, soit une hausse de 380 points de base en glissement annuel
- Revenus des abonnements logiciels en hausse de 109,6 % en glissement annuel
- Expéditions de SOBRsure GEN 2 en hausse de 35,9 % en glissement trimestriel
- Brevet européen obtenu pour le dispositif SOBRcheck
- Position de trésorerie solide de 8,5 millions de dollars au 30 juin 2025
SOBRsafe (NASDAQ:SOBR) hat seine Finanzergebnisse für das zweite Quartal 2025 veröffentlicht und dabei ein signifikantes Wachstum bei wichtigen Kennzahlen gezeigt. Das Unternehmen erzielte einen Umsatzanstieg von 92,3 % im Jahresvergleich und 20,3 % im Quartalsvergleich und erreichte 104,2 Tausend US-Dollar. Die Bruttomarge verbesserte sich auf 57,5 %, während der Nettoverlust auf 2,0 Millionen US-Dollar sank.
Die SOBRsure� GEN 2-Geräte des Unternehmens zeigten starke Leistungen mit 178 ausgelieferten Einheiten im zweiten Quartal, was einem Anstieg von 35,9 % gegenüber dem ersten Quartal 2025 entspricht. Die jährlich wiederkehrenden Umsätze aus Software-Abonnements wuchsen um 109,6 % im Jahresvergleich und trugen 55,2 % zum Gesamtumsatz bei. Das Unternehmen erweiterte zudem seine globale Präsenz mit einem neuen europäischen Patent für SOBRcheck� und startete eine verbesserte B2B-E-Commerce-Plattform.
- Umsatzwachstum von 92,3 % im Jahresvergleich und 20,3 % im Quartalsvergleich
- Bruttomarge auf 57,5 % verbessert, Anstieg um 380 Basispunkte im Jahresvergleich
- Umsätze aus Software-Abonnements stiegen um 109,6 % im Jahresvergleich
- Auslieferungen von SOBRsure GEN 2 stiegen um 35,9 % im Quartalsvergleich
- Europäisches Patent für SOBRcheck-Gerät gesichert
- Starke Cash-Position von 8,5 Millionen US-Dollar zum 30. Juni 2025
- None.
- Net loss of $2.0 million in Q2 2025
- Operating expenses increased to $2.1 million from $1.9 million year-over-year
- Still in early stages of commercialization with relatively small revenue base
Insights
SOBRsafe posts 92% revenue growth but still operates at significant losses while showing promising signs in recurring revenue and product adoption.
SOBRsafe's Q2 2025 results demonstrate 92.3% year-over-year revenue growth to
The revenue composition reveals promising trends. The SOBRsure GEN 2 hardware and software generated
Gross margin improved 380 basis points year-over-year to
Operationally, SOBRsafe shipped 178 SOBRsure GEN 2 devices, up
The company maintains a reasonable cash position of
DENVER, CO / / August 7, 2025 / SOBR Safe, Inc. (Nasdaq:SOBR) ("SOBRsafe" or the "Company"), the leader in next-generation alcohol monitoring and detection technology, is reporting financial and operating results for the second quarter ended June 30, 2025.
Second Quarter 2025 Operational and Financial Highlights
Generated a
92.3% year-over-year and20.3% quarter-over-quarter increase in total revenue.Gross margin increased 380 basis points year-over-year to
57.5% in the second quarter of 2025.Net loss improved to
$2.0 million , compared to$2.1 million in the second quarter of 2024.SOBRsure TM GEN 2 related hardware and software revenues attributed
76.5% of total revenue during the quarter and80.4% year to date.Shipped 178 SOBRsureTM GEN 2 devices in the second quarter, an increase of
35.9% compared to the first quarter of 2025.Annual recurring revenue from software subscription sales increased
109.6% year-over-year, representing55.2% of total revenue for the quarter.Launched the next evolution of the Company's business-to-business e-commerce platform which features enhanced ordering and segmentation capabilities, improved tracking of key metrics, and a refined mobile application experience.
Completed supplementary independent third-party validation of SOBRsure� GEN 2, confirming strong core sensing performance, rapid low-level alcohol detection, and environmental reliability, positioning SOBRsafe for accelerated market expansion and new commercial opportunities.
Expanded global intellectual patent portfolio in August with the issuance of a European Patent for the SOBRcheck TM device, positioning SOBRsafe to broaden its international reach.
Bolstered go-to-market strategy with the addition of two sales and marketing personnel.
Initiated sales efforts in the Family Law market to drive adoption in this core vertical.
"In the second quarter of 2025, we continued to build the foundation to accelerate future market adoption, delivering a
"A major milestone this quarter was the additional independent third-party validation of SOBRsure GEN 2, which confirmed strong core sensing performance, rapid low-level detection, and environmental reliability of our technology. This validation reinforces the credibility of our solution with institutional buyers and provides a clear roadmap for future product enhancement, including advancements in adaptive calibration and cross-contamination mitigation. In parallel, we made important strides in go-to-market execution. We expanded our sales and marketing team, initiated targeted outreach in the Family Law market, and launched the next evolution of our business-to-business e-commerce platform. This upgraded platform features enhanced customer segmentation, streamlined online ordering, integrated sales tracking, and improved billing capabilities, all designed to make purchasing and managing SOBRsureTM solutions more intuitive, efficient, and scalable for our enterprise customers.
"We also laid critical groundwork for international expansion with the issuance of a European Patent for SOBRcheck� and early-stage testing preparations in India and Italy. These efforts signal the growing relevance of our technology on a global scale. As we enter the second half of 2025, we believe SOBRsafe is well positioned to convert product validation and brand visibility into broader adoption and long-term value creation in a critical and underserved market."
Second Quarter 2025 Financial Results
Revenue in the second quarter of 2025 increased
Gross profit in the second quarter of 2025 increased significantly to
Operating expenses in the second quarter of 2025 were
Net loss in the second quarter of 2025 improved to
Cash and cash equivalents were
About SOBRsafe�
Through next-generation alcohol detection technology, we enable trust and empower recovery ... with a human touch. SOBRsafe's advanced transdermal (touch-based) technology detects and reports in real-time the presence of alcohol as emitted through a user's skin - no breath, blood, or urine samples are required. With a powerful backend data platform, SOBRsafe provides passive, dignified screening and monitoring solutions for the behavioral health, family law and consumer markets, and for licensing and integration. To learn more, visit .
Safe Harbor Statement
Our prospects here at SOBRsafe are subject to uncertainties and risks. This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Act of 1934 and the Company intends that such forward-looking statements be subject to the safe harbor provided by the foregoing Sections. These forward-looking statements are based largely on the expectations or forecasts of future events, can be affected by inaccurate assumptions, and are subject to various business risks and known and unknown uncertainties, a number of which are beyond the control of management. Therefore, actual results could differ materially from the forward-looking statements contained in this presentation. The Company cannot predict or determine after the fact what factors would cause actual results to differ materially from those indicated by the forward-looking statements or other statements. The reader should consider statements that include the words "believes", "expects", "anticipates", "intends", "estimates", "plans", "projects", "should", or other expressions that are predictions of or indicate future events or trends, to be uncertain and forward-looking. We caution readers not to place undue reliance upon any such forward-looking statements. The Company does not undertake to publicly update or revise forward-looking statements, whether because of new information, future events or otherwise. Additional information respecting factors that could materially affect the Company and its operations are contained in the Company's filings with the SEC which can be found on the SEC's website at .
Company Contact:
[email protected]
Investor Relations Contact:
Scott Liolios or Taylor Stadeli
Gateway Group
949-574-3860
[email protected]
SOBR SAFE, INC.
CONDENSED CONSOLIDATED BALANCE SHEETS
June 30, | December 31, | ||||||||
2025 | 2024 | ||||||||
ASSETS | (Unaudited) | ||||||||
Current assets | |||||||||
Cash | $ | 8,466,322 | $ | 8,384,042 | |||||
Accounts receivable, net | 46,984 | 24,460 | |||||||
Inventory | 189,763 | 224,875 | |||||||
Prepaid expenses | 92,410 | 192,637 | |||||||
Other current assets | 4,142 | 46,060 | |||||||
Total current assets | 8,799,621 | 8,872,074 | |||||||
Intellectual technology, net | 1,895,233 | 2,087,965 | |||||||
Operating lease right-of-use assets, net | 134,439 | 183,737 | |||||||
Other assets | 27,427 | 27,427 | |||||||
Total Assets | $ | 10,856,720 | $ | 11,171,203 | |||||
LIABILITIES & STOCKHOLDERS' EQUITY | |||||||||
Current liabilities | |||||||||
Accounts payable | $ | 501,150 | $ | 422,557 | |||||
Accrued expenses | 2,005,041 | 498,128 | |||||||
Accrued interest payable | 109,752 | 105,501 | |||||||
Deferred revenue | 13,680 | - | |||||||
Operating lease liabilities, current portion | 118,619 | 111,303 | |||||||
Notes payable - related parties, net | 11,810 | 11,810 | |||||||
Notes payable - non-related parties, net | 26,683 | 127,590 | |||||||
Total current liabilities | 2,786,735 | 1,276,889 | |||||||
Operating lease liabilities, less current portion | 30,883 | 91,993 | |||||||
Total Liabilities | 2,817,618 | 1,368,882 | |||||||
Commitments and contingencies | |||||||||
Stockholders' Equity | |||||||||
Common stock, | 15 | 94 | |||||||
Treasury stock, at cost; 17 and 16 shares as of June 30, 2025 and December 31, 2024, respectively | (38,015 | ) | (38,015 | ) | |||||
Additional paid-in capital | 110,384,477 | 108,222,324 | |||||||
Accumulated deficit | (102,253,679 | ) | (98,328,395 | ) | |||||
Total SOBR Safe, Inc. stockholders' equity | 8,092,798 | 9,856,008 | |||||||
Noncontrolling interest | (53,696 | ) | (53,687 | ) | |||||
Total Stockholders' Equity | 8,039,102 | 9,802,321 | |||||||
Total Liabilities and Stockholders' Equity | $ | 10,856,720 | $ | 11,171,203 |
SOBR SAFE, INC.
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
For The Three Months Ended June 30, | For The Six Months Ended June 30, | |||||||||||||||
2025 | 2024 | 2025 | 2024 | |||||||||||||
(Unaudited) | (Unaudited) | (Unaudited) | (Unaudited) | |||||||||||||
Revenues | $ | 104,228 | $ | 54,191 | $ | 190,845 | $ | 102,181 | ||||||||
Cost of goods and services | 44,344 | 41,156 | 79,997 | 65,937 | ||||||||||||
Gross profit | 59,884 | 13,035 | 110,848 | 36,244 | ||||||||||||
Operating expenses: | ||||||||||||||||
General and administrative | 1,815,028 | 1,395,933 | 3,638,497 | 2,811,495 | ||||||||||||
Stock-based compensation expense | 115,252 | 185,910 | 254,930 | 400,308 | ||||||||||||
Research and development | 198,675 | 308,427 | 239,599 | 410,461 | ||||||||||||
Total operating expenses | 2,128,955 | 1,890,270 | 4,133,026 | 3,622,264 | ||||||||||||
Loss from operations | (2,069,071 | ) | (1,877,235 | ) | (4,022,178 | ) | (3,586,020 | ) | ||||||||
Other income (expense): | ||||||||||||||||
Other income, net | 75,713 | 13,157 | 153,430 | 34,412 | ||||||||||||
Notes payable - conversion expense | - | - | - | (585,875 | ) | |||||||||||
Interest expense | (2,127 | ) | (213,296 | ) | (5,792 | ) | (445,812 | ) | ||||||||
Total other income (expense), net | 73,586 | (200,139 | ) | 147,638 | (997,275 | ) | ||||||||||
Loss before provision for income taxes | (1,995,485 | ) | (2,077,374 | ) | (3,874,540 | ) | (4,583,295 | ) | ||||||||
Provision for income taxes | - | - | - | - | ||||||||||||
Net loss | (1,995,485 | ) | (2,077,374 | ) | (3,874,540 | ) | (4,583,295 | ) | ||||||||
Net loss attributable to noncontrolling interest | 5 | 4 | 9 | 9 | ||||||||||||
Net loss attributable to SOBR Safe, Inc. | $ | (1,995,480 | ) | $ | (2,077,370 | ) | $ | (3,874,531 | ) | $ | (4,583,286 | ) | ||||
Deemed dividends related to Convertible Debt Warrants down round provision | - | - | (1,833 | ) | (23,270 | ) | ||||||||||
Deemed dividends related to 2024 PIPE Warrants down round provision | - | (4,336 | ) | (1,547 | ) | (46,875 | ) | |||||||||
Deemed dividends related to Original Warrants and New Warrants down round provision | - | - | - | (1,455,805 | ) | |||||||||||
Deemed Dividends related to 2024 PIPE Warrants round down provision | - | - | (47,373 | ) | - | |||||||||||
Warrant Inducement transactional costs | - | (341,297 | ) | - | (341,297 | ) | ||||||||||
Net loss attributable to common stockholders | $ | (1,995,480 | ) | $ | (2,423,003 | ) | $ | (3,925,284 | ) | $ | (6,450,533 | ) | ||||
Basic and diluted loss per common share | $ | (1.32 | ) | $ | (113.76 | ) | $ | (2.77 | ) | $ | (333.84 | ) | ||||
Weighted average number of common shares outstanding | 1,516,202 | 21,300 | 1,418,915 | 19,322 |
SOBR SAFE, INC.
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
For The Six Months Ended | |||||||||
June 30, | |||||||||
2025 | 2024 | ||||||||
(Unaudited) | (Unaudited) | ||||||||
Operating Activities: | |||||||||
Net loss | $ | (3,874,540 | ) | $ | (4,583,295 | ) | |||
Adjustments to reconcile net loss to net cash used in operating activities: | |||||||||
Amortization of intangible assets | 192,732 | 192,732 | |||||||
Amortization of debt discounts | - | 237,250 | |||||||
Non-cash lease expense | 49,298 | 44,284 | |||||||
Non-cash interest expense | - | 336,510 | |||||||
Non-cash conversion expense | - | 585,875 | |||||||
Bad debt expense | - | 202 | |||||||
Stock-based compensation expense | 254,930 | 400,307 | |||||||
Changes in assets and liabilities: | |||||||||
Accounts receivable | (22,524 | ) | (9,708 | ) | |||||
Inventory | 35,112 | 60,844 | |||||||
Prepaid expenses | 115,082 | 81,051 | |||||||
Other assets | 41,918 | (6,002 | ) | ||||||
Accounts payable | 63,738 | (5,912 | ) | ||||||
Accrued expenses | (133,086 | ) | (208,213 | ) | |||||
Accrued interest payable | 4,251 | (128,214 | ) | ||||||
Deferred revenue | 13,680 | - | |||||||
Operating lease liabilities | (53,794 | ) | (46,872 | ) | |||||
Net cash used in operating activities | (3,313,203 | ) | (3,049,161 | ) | |||||
Financing Activities: | |||||||||
Repayments of notes payable - non-related parties | (100,907 | ) | - | ||||||
Proceeds from exercise of stock warrants | 3,680,411 | 2,786,174 | |||||||
Payment of transactional costs for exercise of warrants | (184,021 | ) | (360,756 | ) | |||||
Net cash provided by financing activities | 3,395,483 | 2,425,418 | |||||||
Net Change In Cash | 82,280 | (623,743 | ) | ||||||
Cash At The Beginning Of The Period | 8,384,042 | 2,790,147 | |||||||
Cash At The End Of The Period | $ | 8,466,322 | $ | 2,166,404 | |||||
Schedule Of Non-Cash Investing And Financing Activities: | |||||||||
True-up payment accrual related to 2024 PIPE Warrants | $ | (1,640,000 | ) | $ | - | ||||
Deemed dividends related to Convertible Debt Warrants down round provision | $ | (1,833 | ) | $ | 23,270 | ||||
Deemed dividends related to 2022 PIPE Warrants down round provision | $ | (1,547 | ) | $ | 46,875 | ||||
Deemed dividends related to Original Warrants and New Warrants down round provision | $ | - | $ | 1,455,805 | |||||
Deemed dividends related to 2024 PIPE warrants round down provision | $ | (47,373 | ) | $ | - | ||||
Non-related party debt converted to capital | $ | - | $ | 2,879,279 | |||||
Warrant inducement transactional costs | $ | - | $ | 341,297 | |||||
Financing of prepaid insurance premiums | $ | - | $ | 37,649 | |||||
Supplemental Disclosure: | |||||||||
Cash paid for interest | $ | 1,541 | $ | 266 | |||||
Cash paid for income taxes | $ | - | $ | - |
SOURCE: SOBR Safe, Inc.
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