Earnings Call Summary | Viemed Healthcare(VMD.US) Q4 2023 Earnings Conference
Earnings Call Summary | Viemed Healthcare(VMD.US) Q4 2023 Earnings Conference
The following is a summary of the Viemed Healthcare, Inc. (VMD) Q4 2023 Earnings Call Transcript:
以下是Viemed Healthcare, Inc.（VMD）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Viemed reported Q4 2023 net revenue of $50.7 million, a 35% increase from $37.5 million in Q4 2022, and FY2023 revenues of $183 million, a 32% rise year-over-year.
Gross and EBITDA margins for Q4 2023 were 63.3% and 25.3% respectively, with amounts totaling $32.1 million and $12.8 million.
The company saw a record EBITDA for 2023 at $43.1 million, marking the 7th consecutive year of positive net income.
Free cash flow for Q4 2023 was $5.4 million, with an annual total of over $19 million.
Q4 SG&A costs were $23.9 million, raising from $17.2 million in Q4 2022, yet the G&A costs as a percentage of revenue declined from 49% in 2022 to 48% in 2023.
Viemed報告稱，2023年第四季度淨收入爲5,070萬美元，較2022年第四季度的3,750萬美元增長35％，FY2023 收入爲1.83億美元，同比增長32％。
2023年第四季度的毛利率和息稅折舊攤銷前利潤率分別爲63.3％和25.3％，總額爲3,210萬美元和1,280萬美元。
該公司2023年的息稅折舊攤銷前利潤創歷史新高，達到4,310萬美元，這是連續第七年實現正淨收入。
2023年第四季度的自由現金流爲540萬美元，年度總額超過1900萬美元。
第四季度的銷售和收購成本爲2390萬美元，高於2022年第四季度的1720萬美元，但併購成本佔收入的百分比從2022年的49％下降到2023年的48％。
Business Progress:
業務進展：
Viemed's service extension, highlighted by the acquisition of HMP, increased the total rental patient count by 85% YoY, and the resupply patient count by 205%.
The company made strides in restructuring and expanding its sales team, contributing to growth.
They launched Engage Care Manager, a proprietary clinical management technology, which has led to enhanced patient satisfaction and new contracts.
The transactional revenue of the company is approaching double digits, in line with its revenue diversification strategy.
Viemed successfully expanded geographically, adding product offerings and diversifying its payer mix.
For 2024, the company plans to continue investing in improving customer experience and aims to grow revenues at a faster rate than expenses, while also continuing to explore strategic partnerships and acquisitions.
收購HMP突顯了Viemed的服務延期，使租賃患者總人數同比增長了85％，再補給患者人數增加了205％。
該公司在重組和擴大銷售團隊方面取得了長足的進步，爲增長做出了貢獻。
他們推出了專有的臨床管理技術Engage Care Manager，該技術提高了患者滿意度，簽訂了新的合同。
該公司的交易收入接近兩位數，這與其收入多元化戰略一致。
Viemed成功地進行了地域擴張，增加了產品供應並實現了付款人組合的多元化。
2024年，該公司計劃繼續投資改善客戶體驗，目標是以比支出更快的速度增長收入，同時還將繼續探索戰略合作伙伴關係和收購。
More details: Viemed Healthcare IR
更多詳情： Viemed 醫療保健 IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。