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Accuray Incorporated (ARAY) Q1 2025 Earnings Call Transcript Summary

Accuray Incorporated (ARAY) Q1 2025 Earnings Call Transcript Summary

精確射線公司(ARAY)2025年第一季度業績會電話會議摘要
富途資訊 ·  11:37  · 電話會議

The following is a summary of the Accuray Incorporated (ARAY) Q1 2025 Earnings Call Transcript:

以下是精確射線公司(Accuray Incorporated,ARAY)2025財年第一季度業績會實錄摘要:

Financial Performance:

財務表現:

  • Reported Q1 net revenue of $102 million, a slight 2% decrease year-over-year.

  • Product revenue for Q1 was $48 million, down by 9% from the previous year.

  • Service revenue saw an increase, reaching $53 million, growing at 5% year-over-year, which was supported by increased contract revenue.

  • Adjusted EBITDA for Q1 was $3.1 million, a decrease from $6.5 million year-over-year.

  • Gross margin for the quarter stood at 33.9%, down from 38% in the previous year.

  • 報告顯示第一季度淨營業收入爲10200萬美元,同比略減2%。

  • 第一季度產品營業收入爲4800萬美元,較去年同期下降9%。

  • 服務營業收入實現增長,達到5300萬美元,同比增長5%,主要得益於合同收入增加。

  • 第一季度調整後的EBITDA爲310萬美元,同比下降自650萬美元。

  • 本季度毛利率爲33.9%,較去年同期的38%有所下降。

Business Progress:

業務進展:

  • Strong performance in China with 30% revenue growth year-over-year, driven by Tomo C and consistent demand in Type A and B markets.

  • Expansion in APAC, including first shipments of VitalHold and CyberKnife S7 to new markets like Thailand and the Philippines.

  • Revenue in the Americas up 2% year-over-year, driven by increased product shipments.

  • Helix platform received CE Mark, targeting Indian and other emerging markets, with orders expected to convert to revenue in the coming quarters.

  • 中國表現強勁,營業收入同比增長30%,受Tomo C和A型、B型市場穩定需求推動。

  • 在亞太地區擴張,包括首次向泰國和菲律賓等新市場交付VitalHold和CyberKnife S7。

  • 美洲的營業收入同比增長2%,受產品出貨量增加推動。

  • Helix 平台獲得CE認證,面向印度和其他新興市場,預計訂單將在未來幾個季度轉化爲營業收入。

Opportunities:

機會:

  • Continued expansion and market penetration in high-growth emerging markets such as China and India are expected to drive future growth.

  • The introduction of new products like Helix for emerging markets and advanced service offerings like Cybercomm are set to enhance revenue streams from both equipment sales and service contracts.

  • 預計在高增長的新興市場(如中國和印度)持續擴張和市場滲透將推動未來增長。

  • 推出針對新興市場的新產品(如Helix)和高級服務提供,如Cybercomm,旨在增強來自設備銷售和服務合同的營業收入流。

Risks:

風險:

  • Regional performance variability, such as the 35% revenue decline year-over-year in the EIMEA region and similar trends in Japan, underscores the challenges in maintaining consistent growth across all markets.

  • Extended sales cycles and the timing of installations could impact revenue recognition and financial performance in upcoming quarters.

  • 區域型績效變動性,例如EIMEA地域板塊年同比營業收入下降35%,日本地域板塊類似趨勢,凸顯在所有市場保持一致增長的挑戰。

  • 延長銷售週期和安裝時間可能影響未來季度的營業收入確認和財務績效。

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。


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