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Medtronic plc (NYSE:MDT) Analyst and Investor Briefing Conference Call June 25, 2023 4:00 PM ET Company Participants Ryan Weispfenning - Vice President, Head of Investor Relations Geoff Martha - Chairman and Chief Executive Officer Que Dallara - Executive Vice President and President, Diabetes Ali Dianaty - Senior Vice President, Product Innovation and Operations, Diabetes Conference Call Participants Matt Miksic - Barclays Robert Marcus - JPMorgan Larry Biegelsen - Wells Fargo Steve Lichtman - Oppenheimer ...

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 April 28, 2023. ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. For the transition period from __________ to __________ Commission File No. 1-36820 ® Medtronic plc (Exact name of registrant as specified in its charter) Ireland 98-1183488 (State or other jurisdiction of in ...

Medtronic plc (NYSE:MDT) Conference Call Summary Industry Overview - **Industry**: Medical Technology (Medtech) - **Company**: Medtronic plc Key Points and Arguments Utilization Environment - The utilization environment has improved significantly, particularly in the U.S. due to better labor markets, which has positively impacted procedures like TAVR [3][4] - Continued acceleration in procedure volumes was noted into May 2023, with the U.S. catching up to Europe, which had seen stronger performance earlier [3][4] International Markets - **Europe**: Strong recovery noted, particularly in the diabetes business, which is growing in the mid-teens percentage [7] - **China**: Procedure recovery is back, with the economy improving. Volume-based pricing (VBP) is expected to stabilize by the end of FY '24, with anticipated growth returning to high single-digit to double-digit levels post-VBP [9][10][12] Guidance and Financial Outlook - Medtronic has guided for a revenue growth of 4% to 4.5% for the upcoming fiscal year, reflecting a conservative approach to set the company up for success [13][14] - The company is optimistic about the recovery in China and the overall market conditions, despite some uncertainties [16] Supply Chain and Labor Market - Supply chain issues have improved, with better staffing at suppliers and reduced backlogs. The company is now able to chip away at back orders [22][23] - A centralized supply chain strategy is being implemented to enhance resilience and cost efficiency, reducing the number of suppliers while maintaining strategic partnerships [25][27] Gross Margins and Cost Management - Gross margins are down 400 basis points compared to pre-COVID levels, primarily due to inflation and supply chain challenges. However, these are expected to improve as inflation stabilizes [30][32] - The company is focused on reducing costs in the cost of goods sold, with over 60% of costs tied to materials, and is optimistic about achieving better pricing and productivity [36][40] Research and Development (R&D) - Medtronic is committed to protecting R&D investments while reallocating funds to high-growth areas. The focus is on maintaining a healthy base in core businesses while investing in growth sectors [44][46] Diabetes Business - The launch of the 780G system in the U.S. is expected to recapture market share, with positive feedback from healthcare professionals regarding its impact on patient outcomes [57][59] - The next-generation CGM, Simplera, is anticipated to launch soon, which is expected to enhance the profitability of the diabetes business due to higher attach rates [64][66] Surgical Robotics - The surgical robotic program is receiving positive feedback in international markets, with a focus on urology, gynecology, and general surgery. The company is working on expanding indications for use [70][72] - Pricing strategy for the robotic system aims to be competitive without discounting, leveraging compatibility with existing laparoscopic technologies [76][78] Capital Expenditure Environment - Hospitals are still investing in equipment, with a shift towards leasing rather than outright purchases, indicating a flexible approach to capital expenditures [80] Additional Important Insights - The company is navigating geopolitical challenges, particularly in China, while continuing to invest in the market due to its growth potential [10] - Medtronic's focus on continuous improvement in SG&A and cost of goods sold productivity is seen as essential for achieving long-term financial targets [49][50]

Medtronic plc (NYSE:MDT) Q4 2023 Earnings Conference Call May 25, 2023 8:00 AM ET Company Participants Ryan Weispfenning - VP, IR Geoffrey Martha - Chairman & CEO Karen Parkhill - CFO Brad Welnick - IR Que Dallara - EVP & President, Diabetes Operating Unit Sean Salmon - EVP & President, Cardiovascular Portfolio Brett Wall - EVP & President, Neuroscience Portfolio Bob White - EVP & President, Medical Surgical Portfolio Conference Call Participants Robert Marcus - JPMorgan Vijay Kumar - Evercore ISI Larry Bie ...

th 44 Annual Raymond James Institutional Investors Conference Orlando • March 2023 ...

Medtronic plc (NYSE:MDT) Cowen 43rd Annual Healthcare Conference March 6, 2023 10:30 AM ET Company Participants Karen Parkhill - Executive Vice President and Chief Financial Officer Conference Call Participants Josh Jennings - Cowen and Company Josh Jennings We are moving down the medical devices track here at the TD Cowen 43rd Annual Healthcare Conference. We're excited to have Karen Parkhill, the Chief Financial Officer, Executive Vice President at Medtronic, the largest medical device company in the worl ...

rd 43 Annual TD Cowen Healthcare Conference Boston • March 2023 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 27, 2023 ☐ 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 001-36820 ® Medtronic plc (Exact name of registrant as specified in its charter) Ireland 98-1183488 (State of incorporation) (I.R ...

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