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InMode Ltd. (INMD) Q3 2024 Earnings Call Transcript Summary

InMode Ltd. (INMD) Q3 2024 Earnings Call Transcript Summary

InMode有限公司(INMD)2024年第三季度業績會電話交流摘要
富途資訊 ·  10/30 23:39  · 電話會議

The following is a summary of the InMode Ltd. (INMD) Q3 2024 Earnings Call Transcript:

以下是InMode有限公司(INMD)2024年第三季度業績電話會議記錄總結:

Financial Performance:

金融業績:

  • InMode reported a Q3 2024 revenue of $130.2 million, reflecting a decrement from pre-revised predictions due to macroeconomic headwinds and decreased demand in minimally invasive treatments.

  • GAAP and Non-GAAP gross margins stood at 82%, showing a robust profitability measure despite economic constraints.

  • Operating expenses saw a minimal increase of 2% year-over-year, primarily due to higher marketing and management restructuring costs.

  • Net earnings per share (GAAP diluted) improved to $0.65 from $0.54 year-over-year, while Non-GAAP diluted EPS rose to $0.70 from $0.61.

  • InMode報告2024年第三季度營業收入爲$13020萬,反映出與修訂前預測相比的減少,這是由於宏觀經濟逆風和微創治療需求下降所致。

  • 根據通用會計準則(GAAP)和非通用會計準則(Non-GAAP),毛利率爲82%,顯示出強勁的盈利能力水平,儘管受到經濟限制。

  • 營業費用同比僅略增2%,主要是由於更高的營銷費用和管理重組成本。

  • 每股淨收益(按通用會計準則攤薄)從去年的$0.54提高到$0.65,而非通用會計準則攤薄後每股收益從$0.61上升至$0.70。

Business Progress:

業務進展:

  • InMode introduced two new platforms, IgniteRF and Optimus Max, which have received early endorsements despite current economic challenges.

  • Structural reorganization within the company was executed to better align with market strategies, including geographical segmentation in North America and management reshuffles in Europe.

  • Continued investments were made in manufacturing and operational efficiencies despite the macroeconomic headwinds and regional conflicts affecting production processes.

  • InMode推出了兩個新平台,IgniteRF和Optimus Max,儘管當前經濟挑戰,但已獲得早期認可。

  • 爲了更好地配合市場策略,公司進行了結構重組,包括在北美進行地理分割和在歐洲進行管理層重組。

  • 儘管宏觀經濟風險和影響生產流程的區域衝突仍在持續,公司仍在製造業和運營效率方面繼續投資。

Opportunities:

機會:

  • The introduction of new platforms, IgniteRF and Optimus Max, positions InMode to capitalize on future market recovery and demand for advanced medical aesthetic treatments.

  • Geographic segmentation in North American operations and strategic management changes in Europe are poised to enhance market penetration and adaptability to local demands.

  • 引入新平台IgniteRF和Optimus Max,使InMode能夠在未來市場復甦和對先進醫學美容治療需求上獲得利潤。

  • 在北美業務中進行地理分割以及在歐洲進行戰略性管理變更,有望提升市場滲透能力並適應當地需求。

Risks:

風險:

  • Prolonged macroeconomic headwinds, particularly high interest rates affecting leasing activities, pose a significant risk to expected sales and financial projections.

  • Operational disruptions due to the ongoing conflict in Israel, leading to increased production costs and potential shifts in manufacturing strategy.

  • 長期的宏觀經濟風險,尤其是影響租賃活動的高利率期貨,對預期銷售額和財務預測構成重大風險。

  • 由於以色列持續衝突引起的運營中斷,導致生產成本增加並可能改變製造策略。

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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