Slide 1: SI-BONE Corporate Overview
SI-BONE Corporate Overview August 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements The statements in this press release regarding expectations of future events or results, including SI-BONE’s expectations of continued revenue and procedure growth and financial outlook, are “forward-looking” statements. These forward-looking statements are based on SI-BON
Slide 3: Business Update
Business Update
Slide 4: Second Quarter 2026: Key Highlights
Second Quarter 2026: Key Highlights Accelerating, Broad-Based Growth 510(k) Submitted for Third • 15.2% worldwide revenue growth to $56.0 million Breakthrough Device Targeting 4Q launch • 14.7% U.S. revenue growth to $53.2 million • 19% growth in U.S. active physicians New DRG Family Finalized Highe
Slide 5: Strong Q2 momentum across revenue and volume
Strong Q2 momentum across revenue and volume 2Q WW REVENUE ($M) 2Q US REVENUE ($M) U.S. 2Q PROCEDURE VOLUME 6,100 $56.0 $53.2 ~15% ~15% ~15% 5,300 $48.6 $46.4 2Q25 2Q26 2Q25 2Q26 2Q25 2Q26 Note: As of August 3, 2026 Note: Rounded for presentation purposes 5
Slide 6: Record Physician Engagement Driving Procedure Demand
Record Physician Engagement Driving Procedure Demand U.S. ACTIVE PHYSICIAN BASE 1,715 22 consecutive quarters of double-digit U.S. physician growth ~19% 15% increase in physicians performing multi-modality procedures 1,440 2Q25 2Q26 Note: As of August 3, 2026 6
Slide 7: Growing Profitability and Robust Liquidity
Growing Profitability and Robust Liquidity ADJUSTED EBITDA ($M) Growing profitability $5.1 ▪ ~180% increase in AEBITDA Robust liquidity $2.8 $2.3 $2.5 ▪ $145.9 million in cash and equivalents ▪ Positive cash flow from operations in the quarter $1.0 2Q25 3Q25 4Q25 1Q26 2Q26 Note: As of August 3, 2026
Slide 8: Long-Term Business Drivers
Long-Term Business Drivers Platform Set-up to Deliver Strong Revenue Growth and Operating Leverage Innovation Develop disruptive solutions that improve procedural outcomes for patients with compromised bone Build differentiated portfolio Physician Engagement Leverage training and expanding portfolio
Slide 9: Updated 2026 WW Revenue Guidance ($M)
Updated 2026 WW Revenue Guidance ($M) $231.0 - $233.0 $200.9 Guidance FY26 (Current) Guidance FY26 (Prior) $167.2 Revenue $231.0 - $233.0 million $230.0 - $233.0 million $138.9 Revenue growth (y/y) ~15% - 16% (implied) ~14% - 16% (implied) Gross Margin ~79% ~79% Operating Expenses ~12.0% ~12.5% (at
Slide 10: Differentiated Portfolio Complemented By Strong Fundamentals
Differentiated Portfolio Complemented By Strong Fundamentals Robust Data 190+ published papers 4 Randomized Controlled Trials Reimbursement Advantage New DRGs Finalized for inpatient iFuse Bedrock Granite procedures NTAP for iFuse TORQ TNT Large, Underpenetrated Markets 470,000 annual target procedu
Slide 11: Company Overview
Company Overview
Slide 12: Market Leading Platform For Compromised Bone Procedural Solutions
Market Leading Platform For Compromised Bone Procedural Solutions Innovation Evidence Education Commercialization 3 Breakthrough Designated Devices 4 Randomized Controlled Trials 1-4 1,715 Active US Physicians 6,7 93 Territory Managers 82 WW Patents 190+ Peer-reviewed Publications 5 ~150,000+ Proced
Slide 13: Large Addressable Markets with Attractive Fundamentals
Large Addressable Markets with Attractive Fundamentals Pelvic Trauma 5 60,000 $0.3 Billion ~470,000 Sacropelvic Fixation Target U.S. Annual 130,000 $1.0 Billion Adult Deformity 3 + Degenerative Spine 4 Procedures 1 > $3.5 Billion Total U.S. Addressable Market 1 SI Joint Dysfunction 2 280,000 $2.4 Bi
Slide 14: Three Large Unmet Clinical Needs in Sacropelvic Conditions
Three Large Unmet Clinical Needs in Sacropelvic Conditions SI Joint Dysfunction Pelvic Trauma Spinopelvic Fixation 15-30% Chronic LBP is SI Joint1-5 Older Population Fragility FXs Increasing11-13 24% Rate of Pelvic Fixation Failure in ASD Surgery19 ~40% Symptomatic Post Lumbar Fusion6-9 78% of Insuf
Slide 15: Innovation Driven Differentiated Platform
Innovation Driven Differentiated Platform iFuse INTRA® & INTRA X® iFuse TORQ® iFuse 3D iFuse Bedrock Granite® iFuse INTRA Ti iFuse TORQ TNT® iFuse Intra-articular Cutting-Edge Pelvic Fixation Market Leader in Breakthrough Fixation, Stabilization & Fusion & Fusion; and Fragility Fractures SI Joint Fu
Slide 16: Patent Protected Differentiated Platform
Patent Protected Differentiated Platform ▪ 82 issued patents: U.S. (51), OUS (31) ▪ 46 pending patents: U.S. (28), OUS (18) INSTRUMENT 3-D TECHNOLOGY ▪ iFuse 3D implant patents until Sept 2035 ▪ Triangular broach instrument patent until Feb 2034 Triangular broach instrument and Rectilinear profile,
Slide 17: Portfolio Overview
Portfolio Overview
Slide 18: Sacroiliac Joint Dysfunction Treatments
Sacroiliac Joint Dysfunction Treatments Non-surgical Management Procedures Medications External Radiofrequency (NSAIDS, Support Ablation opiates, etc.) (SI Joint Belt) Therapeutic Physical Bone Allograft MIS SI Joint Therapy SI Joint SI Joint Fusion Injections Stabilization (anesthetic & & Fusion st
Slide 19: iFuse INTRA Ti: Intra-Articular Titanium Implant
iFuse INTRA Ti : Intra-Articular Titanium Implant Differentiated Technology Intra-articular Placement iFuse Lattice Technology Fenestrations Cutting Blades Competitive Advantages Access/Reimbursement Cortical Piercing FDA Cleared: February 2026 Intra-articular placement Uses Existing CPT Code: 27279
Slide 20: iFuse TORQ: Cutting-Edge Pelvic Fixation and Fusion
iFuse TORQ®: Cutting-Edge Pelvic Fixation and Fusion Large, Adjacent Differentiated Competitive Market 1 Technology Advantages >$300 million Pelvic Trauma FuSIon 3D Surface for TORQLock Threads2 opportunity Osseointegration 10x rotational resistance on insertion vs. trauma screws ~120K Sacral Fragil
Slide 21: iFuse Bedrock Granite: Fixation. Fusion. Foundation.
iFuse Bedrock Granite®: Fixation. Fusion. Foundation. Differentiated Technology Microporous Lattice Surfaces Macroporous Fenestrations OMNICapture Tulip & Set Screw IntelliHarvest® Cutting Flutes Large, Adjacent Market Competitive Advantages ~$1 billion Adult Spinal Deformity and Degenerative Spine
Slide 22: iFuse TORQ TNT: Pelvic Bone Density-Driven Design
iFuse TORQ TNT®: Pelvic Bone Density-Driven Design FDA Clearance September 2024 • Through ‘N Through (“TNT”)1 • FDA Breakthrough Device Designation2 • Pelvic fragility fracture fixation • Pelvic-specific 8.7mm diameter • 3D-printed porous lattice surface designed for osseointegration CMS FY2026 IPPS
Slide 23: Disclosures
Disclosures The iFuse Bedrock Granite ® Implant System is intended for sacroiliac joint fusion in skeletally mature patients for the following conditions: • Sacroiliac joint dysfunction that is a direct result of sacroiliac joint disruption and degenerative sacroiliitis. This includes conditions who
Slide 24: Disclosures
Disclosures Disclosure The iFuse TORQ® Implant System is indicated for: • Sacroiliac joint dysfunction including sacroiliac joint disruption and degenerative sacroiliitis. • Augmenting immobilization and stabilization of the sacroiliac joint in skeletally mature patients undergoing sacropelvic fixat
Slide 25: Reconciliation of Adjusted EBITDA
Reconciliation of Adjusted Disclosure EBITDA Three Months Ended Three Months Ended $ in thousands June 30, 2026 June 30, 2025 Net loss $ (4,088) $ (6,152) Interest income (1,332) (1,520) Interest expense 598 666 Depreciation and amortization 1,679 1,368 Stock-based compensation 5,979 6,658 Adjusted
Slide 26: Reconciliation of Free Cash Flow
Disclosure Reconciliation of Free Cash Flow $ in thousands Six Months Ended Six Months Ended June 30, 2026 June 30, 2025 Net cash used in operating activities $ (1,585) $ (4,738) Less: Purchases of Property and Equipment (2,622) (4,171) Free Cash Flow $ (4,207) $ (8,909) SI-BONE uses Free Cash
Slide 27: Pioneering Procedural Solutions For Compromised Bone
h Pioneering Procedural Solutions For Compromised Bone ® ~150,000 1,715 190+ Procedures Active Physicians Publications Note: As of August 3, 2026 27 8/3/2026