Earnings Call Summary | LENSAR(LNSR.US) Q4 2023 Earnings Conference
Earnings Call Summary | LENSAR(LNSR.US) Q4 2023 Earnings Conference
The following is a summary of the LENSAR, Inc. (LNSR) Q4 2023 Earnings Call Transcript:
以下是 LENSAR, Inc. (LNSR) 2023 年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
LENSAR witnessed an 18% increase in Q4 revenue compared to the previous year, achieving an all-time high for annual revenue.
Q4 earnings came in at $12.1 million, up from $10.2 million in Q4 2022.
The company reported a gross margin of 43% for Q4 and expects it to be around 50% in 2024.
Total operating expenses reduced from $9.1 million in Q4 2022 to $8.1 million in Q4 2023, largely due to less stock compensation and professional expenses.
However, the net loss increased to $3.9 million or a $0.35 loss per share in Q4 2023 from a $2.5 million loss or a $0.24 loss per share in Q4 2022.
Cash reserves were robust at $24.6 million at the end of 2023, up from $14.7 million a year earlier.
与去年相比，LENSAR第四季度收入增长了18％，年收入创历史新高。
第四季度的收益为1,210万美元，高于2022年第四季度的1,020万美元。
该公司报告称，第四季度毛利率为43％，预计到2024年将达到50％左右。
总运营支出从2022年第四季度的910万美元减少到2023年第四季度的810万美元，这主要是由于股票薪酬和专业支出减少。
但是，净亏损从2022年第四季度的250万美元亏损或每股亏损0.24美元增加到2023年第四季度的390万美元，即每股亏损0.35美元。
现金储备强劲，为2023年底的2460万美元，高于去年同期的1,470万美元。
Business Progress:
业务进展：
The ALLY system by LENSAR exceeded expectations by achieving 44 system placements – 50% above initial projections.
Despite challenges in South Korea, global LENSAR install base grew by 13% while the US install base increased over 23%, indicating a strong demand.
Procedure volumes surged with annual volumes rising by 4% compared to 2022, and Q4 procedures rose nearly 20% compared to the same period in the previous year.
The company expects continued growth, backed by ALLY's efficiencies and its significant clinical contribution, estimating over 20% YoY growth for the foreseeable future.
LENSAR's US market share reached 16.9%, noting seven consecutive quarters of gains in its primary geography.
They anticipate receiving European clearance for ALLY in 2024, potentially significantly boosting system placement numbers globally.
LENSAR的ALLY系统实现了44个系统布局，超出了预期，比最初的预测高出50％。
尽管韩国面临挑战，但全球LENSAR安装量增长了13％，而美国的安装量增长了23％以上，这表明需求强劲。
与2022年相比，手术量激增，年交易量增长了4％，第四季度的手术量与去年同期相比增长了近20％。
该公司预计，在ALLY的效率及其重大临床贡献的支持下，将继续增长，预计在可预见的将来，同比增长将超过20％。
LENSAR在美国的市场份额达到16.9％，表明其主要地区连续七个季度增长。
他们预计将在2024年获得ALLY的欧洲许可，这有可能显著增加全球的系统投放数量。
More details: LENSAR IR
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