Evolus, Inc. (EOLS) Q3 2024 Earnings Conference Call Transcript Summary
Evolus, Inc. (EOLS) Q3 2024 Earnings Conference Call Transcript Summary
The following is a summary of the Evolus, Inc. (EOLS) Q3 2024 Earnings Conference Call Transcript:
以下是evolus公司(EOLS)2024年第三季度業績會議呼叫記錄摘要:
Financial Performance:
財務表現:
Evolus achieved a 33% increase in year-to-date revenue compared to 2023.
Q3 2024 net revenue was $61 million, up 22% from the previous year.
Gross margin for Q3 2024 was 68.9%, with an adjusted gross margin of 70.2%.
Non-GAAP operating loss in Q3 2024 was $6.7 million due to seasonally lower revenue.
與2023年相比,evolus的年度營業收入增長了33%。
2024年第三季度淨營業收入爲6100萬美元,較去年同期增長22%。
2024年第三季度的毛利率爲68.9%,調整後的毛利率爲70.2%。
由於季節性營業收入較低,2024年第三季度的非GAAP運營虧損爲670萬美元。
Business Progress:
業務進展:
Launched Estyme in Europe and preparing for the US launch of Evolysse.
Added over 600 purchasing accounts in Q3, maintaining a reorder rate over 70%.
Launched Club Evolus, a subscription-based consumer membership program.
在歐洲推出了Estyme,併爲美國上市evolysse做準備。
在第三季度新增了600多個採購帳戶,重新訂購率保持在70%以上。
推出了Evolus俱樂部,一個基於訂閱的消費會員計劃。
Opportunities:
機會:
Expected revenue growth driven by neurotoxin business and new injectable HA gels beginning in 2025, targeting $700 million in net revenue by 2028.
Evolus is capitalizing on a total addressable market expected to grow from $6 billion now to approximately $10 billion by 2028.
預計由神經毒素業務和2025年開始的新注射式HA凝膠帶來的收入增長,目標是到2028年達到70000萬元的淨收入。
Evolus正在利用預計從現在的60億美元增長到2028年約100億美元的總可尋址市場。
Risks:
風險:
Seasonal reduction in revenue typically seen in Q3 affects the financial results.
Possible impacts from the upcoming market entry of competitor Hugel.
第三季度通常出現的營業收入季節性減少會影響財務結果。
競爭對手Hugel即將進入市場可能會產生影響。
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。