Financial Data and Key Metrics Changes - In Q3 2022, Inogen reported a year-over-year constant currency revenue growth of 14.5% [8][23] - The company experienced a net loss of $9.5 million, with a diluted loss per share of $0.42, while the adjusted net loss was $4.1 million, or $0.18 per diluted share [27] - Total operating expenses increased to $53.1 million from $41.3 million in Q3 2021, with increases across all categories [26] Business Line Data and Key Metrics Changes - Domestic direct-to-consumer sales decreased by 9.1% to $33.1 million, primarily due to lower volume and higher Medicare reimbursement rates [24] - Rental revenue gross margin was 54.5%, down from 58.9% in Q3 2021, driven by increased service costs and device write-offs [25] - The rental business revenue increased by more than 25% for the first nine months of 2022 compared to the same period in 2021 [15] Market Data and Key Metrics Changes - Foreign exchange had a negative impact of 130 basis points on total revenue and 550 basis points on international revenue [23] - The company is cautiously optimistic about European regulatory clearances, with ongoing reviews progressing as expected [19] Company Strategy and Development Direction - Inogen's strategic pillars include driving market penetration in oxygen therapy, accelerating new product introductions, and diversifying the portfolio [10] - The company plans to expand its portfolio and global presence through inorganic efforts at the right time [10] - In the medium to long term, Inogen anticipates introducing a pipeline of new and improved portable oxygen concentrators (POCs) [12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing macroeconomic and inflationary pressures but emphasized a focus on internal levers to mitigate risks [8] - The company aims to return to positive free cash flow by late 2023 and beyond, with a strong balance sheet and cash position [21] - Management expressed confidence in the underlying demand for offerings, despite potential supply chain challenges [20] Other Important Information - The company is actively managing supply chain challenges, particularly regarding semiconductor inventory [14] - Inogen has made significant investments in R&D, with total spending of $4.6 million in Q3 2022 [26] Q&A Session Summary Question: What is the demand picture in the US DTC and B2B businesses? - Management noted that there has not been a major softening in demand, with healthy conversations about ending the year strong [34][36] Question: What percent of the OUS business can be sold into, and will there be a gap in approvals? - Management remains cautiously optimistic about EU and BR certificate approvals and believes they can cover potential revenue gaps [38] Question: How do inflation and labor shortages affect the economics of POCs? - Management indicated that while inflation may favor rental models slightly, the demand for POC-based therapy remains strong [41] Question: Can you size the backlog remaining with US customers? - Management refrained from quantifying the backlog but noted significant remediation of backlog orders [45] Question: What factors influence guidance for Q4 and 2023? - Management highlighted the importance of supply visibility and indicated that they do not expect significant changes in growth rates moving forward [54][60] Question: How will advertising and sales rep counts change as supply improves? - Management stated that advertising spend will be tailored based on supply situations, and they will continue to optimize performance across all teams [62]

Inogen, Inc. Overview Investor Presentation November 2, 2022 Notice Regarding Forward-Looking Statements 1 This presentation and the accompanying oral presentation (the "Presentation") include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on current expectations, estimates and projections based on information currently available to management. These forward-looking statements include, among others, statements relating to our business s ...

Inogen, Inc. (NASDAQ:INGN) Q2 2022 Earnings Conference Call August 4, 2022 5:00 PM ET Company Participants Agnes Lee - SVP of IR and Strategic Planning Nabil Shabshab - President and CEO Kristin Caltrider - CFO Conference Call Participants Brett Fishbin - KeyBanc Maggie Boeye - William Blair Rohin Patel - JPMorgan Mike Matson - Needham & Company Operator Welcome to the Inogen's Second Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. [Operator Instructions] As ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-36309 INOGEN, INC. (Exact name of registrant as specified in its charter) Delaware 33-0989359 (State or other jurisdiction of in ...

Inogen, Inc. (NASDAQ:INGN) Q1 2022 Earnings Conference Call May 5, 2022 5:00 PM ET Company Participants Jason Somer - General Counsel Nabil Shabshab - President & CEO Kristin Caltrider - CFO Conference Call Participants Lilia-Celine Lozada - J.P. Morgan Matthew Mishan - KeyBanc Capital Markets Mike Matson - Needham & Company Operator Welcome to Inogen's First Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. Following management's prepared remarks, we will hold ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 Commission file number: 001-36309 INOGEN, INC. (Exact name of registrant as specified in its charter) Delaware 33-0989359 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Goleta, CA 93117 (Address of principal executive offices) (Zi ...

Inogen, Inc. Overview Investor Presentation February 24, 2022 Notice Regarding Forward-Looking Statements 1 These slides and the accompanying oral presentation (the "Presentation") include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on current expectations, estimates and projections based on information currently available to management. These forward- looking statements include, among others, statements relating to our business stra ...

Inogen, Inc. (NASDAQ:INGN) Q4 2021 Earnings Conference Call February 24, 2022 5:00 PM ET Company Participants Jason Somer - General Counsel Nabil Shabshab - Chief Executive Officer Mike Sergesketter - Chief Financial Officer Conference Call Participants Robbie Marcus - JPMorgan Brett Fishbin - KeyBanc Maggie Boeye - William Blair Mathew Blackman - Stifel Operator Welcome to Inogen's 2021 Fourth Quarter Financial Results Conference Call. At this time, all participants are in a listen-only mode. Following man ...

INOGEN, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-36309 Address of principal executive offices Zip Code I.R.S. Employer Identification No. (Exact name of registrant as specified in ...

Inogen, Inc. (NASDAQ:INGN) Q3 2021 Earnings Conference Call November 4, 2021 5:00 PM ET Company Participants Jason Somer - General Counsel Nabil Shabshab - CEO Alison Bauerlein - CFO Conference Call Participants Robert Marcus - JPMorgan Margarate Boeye - William Blair Danielle Antalffy - SVB Leerink Michael Matson - Needham & Company Matthew Mishan - KeyBanc Mathew Blackman - Stifel Operator Greetings, and welcome to Inogen's Third Quarter 2021 Earnings Release Conference Call. [Operator Instructions] As a ...