Outset Medical Inc. (OM) Q3 2024 Earnings Call Transcript Summary
Outset Medical Inc. (OM) Q3 2024 Earnings Call Transcript Summary
The following is a summary of the Outset Medical Inc. (OM) Q3 2024 Earnings Call Transcript:
以下是outset medical公司(OM)2024年第三季度業績會議記錄摘要:
Financial Performance:
財務表現:
Outset Medical Inc. reported a Q3 revenue of $28.7 million, showing strength in recurring revenue despite a decline in console sales.
Gross margin expanded by nearly 11 percentage points year-over-year, driven by strong service revenue and improved average selling prices (ASPs) for consoles.
Non-GAAP net loss narrowed to $20.2 million or $0.39 per share, reflecting a reduction in operating expenses and a focus on profitability.
outset medical公司報告了第三季度2870萬美元的營業收入,在主機銷售下降的情況下表現出循環營收的強勁勢頭。
毛利率比去年同期提高了近11個百分點,得益於服務營收增長和主機的平均銷售價格(ASP)提高。
非通用會計淨虧損收窄至2020萬美元,每股0.39美元,體現出營業費用的減少和盈利能力的焦點。
Business Progress:
業務進展:
The company continued to expand its footprint in acute, subacute, and home dialysis settings with a 15% year-over-year growth in acute and subacute sites using their Tablo system.
Success in commercial transformation and sales strategy adjustments aim to enhance enterprise sales and forecast accuracy.
Significant growth in home dialysis with industry-leading retention rates and expansions in dialysis service locations.
該公司繼續擴大在急性、亞急性和家庭透析環境中的影響力,使用他們的Tablo系統的急性和亞急性場所同比增長達15%。
商業轉型和銷售策略調整的成功旨在增強企業銷售和預測準確性。
在家透析業務實現了顯著增長,保持了行業領先的客戶保留率,並在透析服務地點進行了擴張。
Opportunities:
機會:
Outset Medical is seeing growth opportunities in insourcing dialysis services with healthcare providers, leveraging their Tablo systems for improved operational efficiency and patient care.
Outset Medical正在看到在醫療保健提供商中內部採用透析服務的增長機遇,利用他們的Tablo系統提高運營效率和患者護理水平。
Risks:
風險:
Revenue from console sales has declined, impacting overall growth, although mitigated by high recurring revenue.
來自主機銷售的營業收入出現了下降,影響了整體增長,儘管高額的再發生性營業收入有所緩解。
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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。
譯文內容由第三人軟體翻譯。