Accuray Incorporated (ARAY) Q4 2024 Earnings Call Transcript Summary
Accuray Incorporated (ARAY) Q4 2024 Earnings Call Transcript Summary
Q4 adjusted EBITDA margins were within expected range, and gross margin for the quarter was reported at 28.6%, down from 31.9% the previous year primarily due to higher margin deferral and higher parts consumption in China.The following is a summary of the Accuray Incorporated (ARAY) Q4 2024 Earnings Call Transcript:
以下是Accuray Incorporated (ARAY) 2024財年第四季度業績會簡述:
Financial Performance:
金融業績：
Accuray reported a Q4 revenue of $134 million, up 14% year-over-year.
Full year revenue remained flat at $447 million, with product revenue contributing significantly to Q4 growth, up 28% year-over-year.
Q4 adjusted EBITDA margins were within expected range, and gross margin for the quarter was reported at 28.6%, down from 31.9% the previous year primarily due to higher margin deferral and higher parts consumption in China.
Accuray報告Q4營業收入爲13400萬美元，同比增長14％。
全年營收爲44700萬美元，而產品營收對第四季度增長做出了重要貢獻，同比增長28％。
Q4調整後的EBITDA利潤率處於預期範圍內，而本季度毛利率爲28.6％，較上一年的31.9％有所下降，主要是由於中國高利潤率遞延和更高的零部件消耗。
Business Progress:
業務進展：
Entering the Type B market in China with the final approval for the precision treatment planning system, enabling full system shipments and expected acceleration of majority shipments in Q2 FY '25.
Achieved strong global orders growth, particularly in emerging markets like APAC and Latin America, with notable success in China growing orders by 80% year-over-year.
Introduced several new products, including the CyberKnife system and the new Accuray Helix product, while continuing strategic partnerships to enhance service offerings.
在中國市場進入b類市場，最終獲得精準治療計劃系統的最終權限，實現了全系統發貨，並預計在2025財年第二季度加速多數商品發貨。
在新興市場，特別是亞太地區和拉丁美洲，實現了強勁的全球訂單增長，而在中國取得了顯著的成功，訂單同比增長80％。
推出了幾款新產品，包括CyberKnife系統和新的Accuray Helix產品，同時繼續戰略合作伙伴關係，以提高服務業務。
Opportunities:
機會：
Strong momentum and order growth in emerging markets, particularly with entry into the Type B market in China representing approximately $3 billion potential.
Expansion into value segments of radiation therapy equipment, anticipating an extended period of top-line growth.
Positive market response to recently approved products, including Tomo C in China and Accuray Helix in India, set to ship soon and expected to support future growth.
在新興市場具有強勁的勢頭和訂單增長，特別是在進入中國b類市場，預計約爲30億美元的潛力。
擴展放射治療設備的價值細分市場，預計將有較長時間的收入增長。
近期獲得的產品，包括中國的Tomo C和印度的Accuray Helix，市場反應積極，將很快發貨，並預計支持未來的增長。
Risks:
風險：
Slowdown in installation timelines impacting US market recovery, with revenues significantly down by 26% compared to the prior year.
Global macroeconomic factors such as unfavorable foreign exchange and inflation impacting financial results despite operational efficiencies.
安裝時間表放緩影響了美國市場的恢復速度，收入同比大幅下降26％。
全球宏觀經濟因素，如不利的外匯匯率和通脹，影響了財務業績，儘管實現了操作效率提高。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
