SenesTech Active Subscriber Base More Than Doubles as E-commerce Strategy Gains Momentum
Integrated e-commerce strategy drives recurring revenue while supporting long-term growth across
consumer and business-to-business markets.
SURPRISE, Ariz., Aug. 3, 2026 - SenesTech, Inc. (NASDAQ: SNES), the leader in rodent birth control solutions, today announced that its active online subscription customer base, comprising both direct-to-consumer ("DTC") and business-to-business ("B2B") customers, more than doubled during the second quarter of 2026 compared to the first quarter, reaching a record level. That expansion reinforces the Company's recurring revenue model while potentially increasing customer lifetime value and improving long-term revenue visibility.
SenesTech's e-commerce business, which serves DTC and B2B customers placing one-time and subscription orders, grew 186% during the second quarter compared to the prior quarter. Subscriber growth was a meaningful contributor. The growth also reflects the Company's investments in Amazon, SenesTech.com and digital marketing, as well as the transition to direct management of its Amazon channel and Shopify platform.
The Company's e-commerce channels are also a meaningful source of commercial demand. A substantial portion of Shopify revenue comes from B2B customers, which the Company believes demonstrates that e-commerce demand extends well beyond the consumer market. Smaller commercial accounts increasingly purchase directly online, while larger accounts continue to be served by the Company's direct B2B sales team.
The strategy serves multiple purposes. Beyond driving direct-to-consumer sales, the Company's digital investments are intended to increase brand awareness, educate the market about rodent birth control and generate demand that supports its direct B2B sales efforts. Management believes rising consumer awareness also strengthens commercial demand by expanding brand familiarity, supporting growth across the Company's targeted vertical markets.
Building a larger active subscriber base is a key element of the Company's long-term e-commerce strategy. Subscription customers help generate predictable recurring revenue, improve visibility into future demand and strengthen long-term customer relationships. Unlike one-time product purchases, subscriptions are expected to encourage ongoing product use and create a more stable, recurring revenue stream.
The Company believes this strategy is particularly well suited for both its Evolve® and ContraPest® product lines because rodent birth control is designed for ongoing use as part of a long-term rodent population management program rather than as a one-time treatment. A subscription model simplifies replenishment for both consumer and commercial customers while encouraging consistent product use.
"Subscriber growth has become one of the clearest indicators that our e-commerce strategy is working," said Michael Edell, President and Chief Executive Officer of SenesTech. "Every new subscriber strengthens the predictability and quality of our revenue while creating long-term customer relationships. And the investments we are making in e-commerce are benefiting our entire business."
"Our e-commerce strategy is only one component of our long-term growth plan," continued Edell. "The investments we are making today are strengthening our brands, expanding recurring revenue and creating opportunities across our targeted commercial markets. As awareness continues to grow, we believe this
foundation will support sustainable growth throughout our business and further diversify our revenue base over time."
About SenesTech, Inc.
SenesTech is the leader in rodent birth control solutions. The Company's patented products, marketed under its Evolve® and ContraPest® brands, provide effective, sustainable approaches to long-term rodent population management that can be integrated into existing pest management programs or used independently. SenesTech serves both consumer and professional markets with science-based solutions aimed at addressing one of the world's most persistent pest challenges.
For more information, visit https://senestech.com.