Earnings Call Summary | Tactile Systems Technology(TCMD.US) Q1 2024 Earnings Conference
Earnings Call Summary | Tactile Systems Technology(TCMD.US) Q1 2024 Earnings Conference
The following is a summary of the Tactile Systems Technology, Inc. (TCMD) Q1 2024 Earnings Call Transcript:
以下是觸覺系統技術公司（TCMD）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Tactile Systems Technology reported Q1 revenue growth of 4% year-over-year to $61.1 million, with lymphedema revenues increasing 5% to $52.3 million and airway clearance revenues declining 4% to $8.8 million.
The company noted a 100% increase in adjusted EBITDA against the prior year along with significant progress in working down its accounts receivable.
The company aims to achieve its increased adjusted EBITDA guidance for 2024, which has already doubled year-over-year in Q1.
Tactile Systems reported improved gross margins in Q1 due to achieving scale with new products and successful cost management efforts.
The company expects to achieve growth in the adjusted EBITDA operating margin, driven by productivity increments from sales force efficiency and back-office operations, largely due to new tech investments.
Tactile Systems Technology報告稱，第一季度收入同比增長4％，達到6,110萬美元，淋巴水腫收入增長5％，至5,230萬美元，氣道通關收入下降4％，至880萬美元。
該公司指出，調整後的息稅折舊攤銷前利潤比上年增長了100％，在減少應收賬款方面也取得了重大進展。
該公司的目標是實現其2024年調整後的息稅折舊攤銷前利潤預期，該預期在第一季度已經同比翻了一番。
Tactile Systems報告稱，由於新產品實現了規模化以及成功的成本管理措施，第一季度的毛利率有所提高。
該公司預計，調整後的息稅折舊攤銷前利潤率將實現增長，這主要是由於新的技術投資，銷售隊伍效率和後臺運營帶來的生產率提高。
Business Progress:
業務進展：
The company invested in technology to streamline patient benefit verification and order processing, with the piloting of an e-prescribing platform being significant.
Tactile Systems saw continued uptake of its Kylee mobile application, with over 26,000 unique user profiles registered.
In a change of leadership, Sheri Dodd, a member of the Board of Directors, will assume the role of CEO.
Tactile completed the enrollment for a head and neck lymphedema study, expecting positive impacts on business in the second half of 2025.
The company added new sales reps to support growth targets and enhanced bandwidth by transitioning home demos to trainers.
A next-generation pneumatic compression device is being developed to enhance the patient experience.
The company's 2024 guidance towards high single-digit sales growth and adjusted EBITDA between $33 million and $35 million remains unchanged.
該公司投資了簡化患者福利驗證和訂單處理的技術，電子處方平台的試點意義重大。
Tactile Systems繼續使用其Kylee移動應用程序，註冊了超過26,000個獨特的用戶個人資料。
在領導層更迭中，董事會成員謝里·多德將擔任首席執行官一職。
Tactile完成了一項頭頸部淋巴水腫研究的註冊，預計將在2025年下半年對業務產生積極影響。
該公司增加了新的銷售代表，以支持增長目標，並通過將家庭演示過渡到培訓師來提高帶寬。
正在開發下一代氣動壓縮設備，以增強患者體驗。
該公司2024年對高個位數銷售增長的預期以及調整後的息稅折舊攤銷前利潤介於3,300萬美元至3500萬美元之間，保持不變。
More details: Tactile Systems Technology IR
更多詳情： 觸覺系統技術 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。