Financial Data and Key Metrics Changes - Total revenue for Q3 2025 increased by 12% to $12.9 million compared to $11.5 million in the same period last year [5][14] - Gross profit for Q3 2025 increased to $8.3 million, with a gross profit margin of 64.4%, up from 60.5% in the prior year [15][17] - Net loss attributable to stockholders decreased to $2 million, or $0.05 per share, compared to $4.7 million, or $0.14 per share in the prior year [17] - Cash used in operating activities decreased to $3.5 million from $4.4 million in the prior year [17][18] Business Line Data and Key Metrics Changes - Revenue from the surgical aesthetics segment increased by 19% to $11.1 million, driven by the commercial launch of the Aon body contouring system [5][14] - OEM revenue decreased by 18% to $1.8 million, attributed to reduced sales volumes to existing customers [6][15] Market Data and Key Metrics Changes - Domestic revenue increased by 20% year-over-year to $9.3 million, while international revenue decreased by 4% year-over-year to $3.5 million [15] - The market for aesthetic procedures is expected to grow significantly due to the increasing adoption of GLP-1 medications, with over 15 million people currently on these drugs in the U.S. [11][32] Company Strategy and Development Direction - The company announced a rebranding of its advanced energy segment to "surgical aesthetics" to better align with its mission and product offerings [5] - The Aon system is positioned as a comprehensive solution for body contouring, integrating multiple functions that address market needs [8][10] - The company plans to expand the Aon system internationally, targeting markets such as Europe and Latin America [43][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing commercial launch of Aon, which has exceeded expectations in terms of market interest and pre-orders [12][19] - The company anticipates a strong future in the aesthetic market, particularly due to the impact of GLP-1 drugs on patient demand for body contouring solutions [11][32] Other Important Information - The company updated its 2025 revenue guidance to a range of $50.5 million to $52.5 million, reflecting strong performance in the surgical aesthetics segment [18][20] - Gross margins are expected to be approximately 61% for the year, with total operating expenses not exceeding $40 million [21] Q&A Session Summary Question: Clarification on generator sales decline - Management explained that the decline in generator sales is due to the integration of the Aon system, where existing customers can upgrade their generators instead of purchasing new ones [24] Question: Gross margin impact from Aon rollout - Management refrained from providing specific guidance on gross margins but indicated that the surgical aesthetics business typically has the highest gross margins [26] Question: Expected uptake in consumables alongside capital sales - Management noted that new customer acquisitions would drive consumable sales, while existing customers may not see significant increases [30] Question: Market environment and GLP-1 dynamics - Management highlighted that the market is being disrupted by GLP-1 drugs, with a significant percentage of patients being new to aesthetic treatments [32] Question: Growth in handpiece sales - Management indicated that growth in handpiece sales was driven by new doctor adoption, higher attach rates, and standalone uses of Renuvion technology [36] Question: Pipeline growth and implementation - Management confirmed an increase in guidance due to strong interest in Aon and mentioned that a third party is assisting with installations to meet demand [40][41] Question: International rollout of Aon - Management stated that while the focus is currently on the U.S. market, plans for international registration and rollout are in consideration for 2026 [43][44]

Revenue Performance - Total revenue for Q3 2025 increased to $12.9 million, up 12.1% from $11.5 million in Q3 2024[8] - Surgical Aesthetics revenue rose 19.1% to $11.1 million, compared to $9.3 million in the same quarter last year, with over 30% growth in the U.S.[6][8] - OEM revenue decreased by 17.6% to approximately $1.8 million, down from $2.2 million in Q3 2024[6][8] - Full year 2025 total revenue guidance increased to a range of $50.5 million to $52.5 million, up from previous guidance of $50.0 million to $52.0 million[14] - Surgical Aesthetics revenue for FY2025 is expected to be in the range of $43.0 million to $45.0 million, compared to approximately $38.6 million reported for FY2024[14] - Sales for the three months ended September 30, 2025, were $12,877 million, a 12.1% increase from $11,487 million in the same period of 2024[24] Profitability and Loss - Net loss attributable to stockholders narrowed to $2.0 million, or $0.05 per share, compared to a net loss of $4.7 million, or $0.14 per share, in Q3 2024[13] - Adjusted EBITDA loss decreased 96% to $0.1 million for Q3 2025, compared to $2.4 million for Q3 2024[13] - Gross profit for Q3 2025 increased to $8.3 million, with a gross margin of 64.4%, up from 60.5% in the prior year[9] - Gross profit for the three months ended September 30, 2025, was $8,297 million, compared to $6,954 million in 2024, reflecting a gross margin improvement[24] - The net loss attributable to stockholders for the three months ended September 30, 2025, was $1,984 million, an improvement from a net loss of $4,703 million in the same period of 2024[24] - Adjusted EBITDA for the three months ended September 30, 2025, was $(91) million, compared to $(2,449) million in Q3 2024, indicating a significant reduction in losses[29] Expenses and Cost Management - Operating expenses decreased by $1.5 million to $9.1 million in Q3 2025, compared to $10.6 million in Q3 2024[11] - Research and development expenses decreased to $801 million in Q3 2025 from $1,142 million in Q3 2024, a reduction of 29.9%[24] Balance Sheet and Cash Flow - Total current assets as of September 30, 2025, were $48,788 million, down from $56,440 million at the end of 2024[26] - Total liabilities increased to $51,285 million as of September 30, 2025, compared to $50,507 million at the end of 2024[26] - Cash and cash equivalents decreased to $25,135 million as of September 30, 2025, from $31,741 million at the end of 2024[26] - The accumulated deficit increased to $(87,823) million as of September 30, 2025, from $(77,911) million at the end of 2024[26] Product Launch - Apyx Medical initiated a full U.S. commercial launch of the AYON Body Contouring System™ in September 2025, with pre-orders exceeding expectations[6][8]

Core Insights - Apyx Medical Corporation reported a 19% increase in Surgical Aesthetics revenue for Q3 2025, driven by the successful commercialization of the AYON Body Contouring System [3][9] - The company anticipates further growth in sales following the pending FDA clearance for the AYON's label expansion to include power liposuction [4][7] - Total revenue for Q3 2025 reached $12.9 million, a 12.1% increase compared to $11.5 million in the same period last year [7][9] Financial Performance - Surgical Aesthetics revenue for Q3 2025 was $11.1 million, up from $9.3 million in Q3 2024, reflecting a 19% increase [9][10] - OEM revenue decreased by 18% to approximately $1.8 million in Q3 2025 compared to $2.2 million in Q3 2024 [7][9] - Gross profit for Q3 2025 increased to $8.3 million, with a gross margin of 64.4%, up from 60.5% in the prior year [10][12] Operating Expenses and Losses - Operating expenses decreased by $1.5 million to $9.1 million in Q3 2025 compared to $10.6 million in Q3 2024 [11] - Net loss attributable to stockholders was $2.0 million in Q3 2025, an improvement from a net loss of $4.7 million in Q3 2024 [12][24] - Adjusted EBITDA loss decreased significantly to $0.1 million for Q3 2025, compared to $2.4 million for the same period in 2024 [13][31] Future Outlook - The company raised its total revenue guidance for FY2025 to a range of $50.5 million to $52.5 million, up from the previous guidance of $50.0 million to $52.0 million [6][20] - Surgical Aesthetics revenue is expected to be between $43.0 million and $45.0 million for FY2025, compared to approximately $38.6 million reported for FY2024 [20] - The company plans to continue expanding the user base for AYON, which is expected to drive growth in single-use handpiece sales [4][6]

Core Insights - Apyx Medical Corporation is set to participate in two upcoming investor conferences, showcasing its proprietary technologies [1][2] Company Overview - Apyx Medical Corporation specializes in advanced energy technology, focusing on innovative products such as Renuvion and the AYON Body Contouring System™ [3] - Renuvion and J-Plasma technologies provide surgeons with the ability to deliver controlled heat to tissue, supported by over 90 clinical documents [3] - The AYON Body Contouring System™ is an FDA-cleared platform that integrates multiple capabilities for comprehensive body contouring treatments [3] - The company also engages in OEM agreements with other medical device manufacturers, leveraging its expertise in unique waveforms [3]

Core Viewpoint - Apyx Medical Corporation will release its financial results for the third quarter of fiscal year 2025 on November 6, 2025, before market opening [1] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 8:00 a.m. Eastern Time on the same day [2] - Interested parties can join the call by dialing 800-717-1738 or 646-307-1865 for international callers, using access code 73607 [2] - A live webcast of the call will be available and archived on the company's Investor Relations website [2] Company Overview - Apyx Medical Corporation specializes in advanced energy technology, focusing on innovative products like Renuvion and the AYON Body Contouring System™ [3] - The company’s Helium Plasma Platform Technology products are utilized in both cosmetic surgery and hospital surgical markets [3] - Renuvion and J-Plasma provide surgeons with the ability to deliver controlled heat to tissue, supported by over 90 clinical publications [3] - Apyx Medical also engages in OEM agreements with other medical device manufacturers, leveraging its expertise in unique waveforms [3]

Core Viewpoint - Apyx Medical positions itself as a leader in the surgical aesthetics market, emphasizing the unique benefits of surgical aesthetics in providing durable and transformational results [4]. Group 1: Company Overview - Apyx Medical is hosting a virtual KOL event to discuss the commercial launch of its product AYON [3]. - The event features Dr. Vanek, who will share his experiences with AYON, indicating the company's focus on expert insights [2]. Group 2: Product Launch - The majority of the event will be dedicated to discussing the commercial launch of AYON, highlighting its significance in the company's strategy [3].

Group 1 - Apyx Medical is positioning itself as a leader in the surgical aesthetics market, emphasizing that surgical aesthetics provide durable and transformational results for patients [4] - The company is launching a new product, AYON, which will be a focal point of the event [3] - The market dynamics have been notably influenced by the introduction of GLP-1 drugs for weight loss, which has changed the landscape of surgical aesthetics [4] Group 2 - The event features Dr. Vanek as a key opinion leader (KOL), who will share his experiences with the AYON product [2][3] - The agenda includes an introduction by the CEO, a discussion on the commercial launch of AYON, and a Q&A session at the end [3]

Apyx Medical (NasdaqGS:APYX) Conference Call Summary Company Overview - **Company**: Apyx Medical Corporation - **Event Date**: October 14, 2025 - **Key Product**: Apyx One Console, a body contouring system Industry Insights - **Market Context**: The surgical aesthetics market is evolving, particularly due to the rise of GLP-1 therapies for weight loss, leading to increased demand for body contouring solutions among post-weight loss patients [4][6] - **Market Size**: GLP-1 therapies are projected to exceed $100 billion by 2030, with 44% of users spending between $2,000 and $5,000 on aesthetic procedures, a 25% increase in spending [6] - **Patient Demographics**: 63% of GLP-1 users are new to aesthetics post-weight loss, indicating a growing patient population for plastic surgeons [6] Product Launch and Performance - **Product Launch**: Apyx One Console received approval in May 2025 and has undergone a successful soft launch with key surgeons across the U.S. [5][4] - **Sales Update**: Commercial sales began in September 2025, with ongoing sales in Q4 2025. A 510(k) submission for the power-assisted handpiece is expected to receive clearance in Q1 2026 [5][6] - **Technological Advancements**: The Apyx One Console integrates multiple technologies, including ultrasound-assisted liposuction and Renuvion for skin tightening, designed based on feedback from leading plastic surgeons [10][12] Clinical Insights - **Surgical Trends**: There has been a decline in liposuction procedures by 10.7%, while surgical lifts have increased by over 20%, reflecting the need for more complex surgical interventions for patients with lax skin [7][8] - **Patient Concerns**: 72% of GLP-1 users report loose skin as their primary concern, with 57% seeking treatment within six months post-weight loss [9] Feedback and Reception - **Surgeon Feedback**: Surgeons have expressed high satisfaction with the Apyx One Console, describing it as revolutionary and comparing it to luxury vehicles like Ferraris and Lamborghinis [13][14] - **Clinical Efficiency**: The integration of technologies in the Apyx One Console has led to improved surgical efficiency, with reduced procedure times and enhanced patient outcomes [32][51] Future Outlook - **Market Positioning**: Apyx Medical is well-positioned to capture growth in the surgical aesthetics market, particularly among post-weight loss patients seeking body contouring solutions [6][4] - **Anticipated Developments**: The upcoming launch of the power-assisted handpiece is expected to further enhance the capabilities of the Apyx One Console, attracting more surgeons and patients [65][66] Additional Insights - **Patient Experience**: The Apyx One Console aims to simplify the surgical process, reducing the need for multiple devices and improving the overall patient experience [21][22] - **Technological Trust**: Surgeons have shown a willingness to adopt the Apyx One Console based on the company's commitment to evidence-based medicine and the collaborative development process involving top surgeons [66][68] This summary encapsulates the key points discussed during the Apyx Medical conference call, highlighting the company's strategic positioning, product innovations, and the evolving landscape of the surgical aesthetics market.

Core Insights - Apyx Medical Corporation has initiated the nationwide commercial launch of the AYON Body Contouring System, with a focus on expanding its capabilities to include power liposuction through a new 510(k) premarket notification to the FDA [2][3] - The AYON system is designed to integrate various body contouring procedures into a single platform, enhancing workflow for surgeons and potentially improving patient outcomes [3][5] - Apyx Medical is hosting a virtual event on October 14, 2025, featuring key opinion leaders to discuss the commercial launch and advancements of the AYON system [4] Company Overview - Apyx Medical Corporation specializes in advanced energy technology, particularly in the cosmetic surgery market with products like Renuvion and the AYON Body Contouring System [5] - The AYON Body Contouring System is FDA-cleared and combines multiple functionalities, including fat removal and tissue contraction, aimed at providing comprehensive body contouring treatments [5] - The company has received positive feedback from early adopters of the AYON system, indicating strong market interest and potential for growth [3]

Core Insights - Apyx Medical Corporation announced a virtual key opinion leader event to discuss the commercial launch of its new AYON Body Contouring System on October 14, 2025 [1] - The AYON Body Contouring System is the first FDA cleared all-in-one platform for aesthetic surgical suites, integrating multiple capabilities for improved surgical outcomes [2] Company Overview - Apyx Medical Corporation specializes in advanced energy technology, focusing on innovative products like Renuvion and AYON in the cosmetic surgery market [5] - The company’s Renuvion and J-Plasma technologies provide controlled heat to tissue, supported by over 90 clinical publications [5] Key Opinion Leader Event - The event will feature Dr. Paul Vanek, a renowned plastic surgeon, who will discuss the AYON Body Contouring System alongside company management [1][2] - A live Q&A session will follow the formal presentations, allowing for direct engagement with attendees [3] Product Features - The AYON Body Contouring System combines precision, versatility, and innovation, designed to streamline procedures and maximize patient outcomes [2] - It integrates fat removal, closed loop contouring, tissue contraction, and electrosurgical capabilities, setting a new standard in surgical care [2] Leadership Profile - Dr. Paul Vanek is recognized for his extensive experience in the field, having built a successful practice and contributed to various medical innovations [4] - He has held leadership roles in hospital systems and has been involved in numerous philanthropic efforts [4]