Key Takeaways Resmed's Smart Comfort gets FDA clearance, offering AI-personalized CPAP settings for OSA patients.Resmed leverages AI and real-world sleep data to improve comfort and adherence in CPAP therapy.Resmed's Smart Comfort supports clinicians by easing setup, follow-up, and therapy management.Resmed (RMD) has received FDA clearance for Personalized Therapy Comfort Settings (“PTCS”), which will be marketed as Smart Comfort. The company will debut Smart Comfort in early 2026 in a limited U.S. beta ver ...

Technology uses real-world sleep data and machine learning to help people with sleep apnea start and stay on therapySAN DIEGO, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Resmed (NYSE: RMD, ASX: RMD), the leading health technology company focused on sleep, breathing and care delivered in the home, today announced it has received U.S. Food and Drug Administration (FDA) clearance for Personalized Therapy Comfort Settings (PTCS), to be marketed as Smart Comfort. Smart Comfort is the first FDA-cleared AI-enabled medical ...

With a market cap of $37.4 billion, San Diego, California-based ResMed Inc. (RMD) develops and markets medical devices and cloud-based software for diagnosing, treating, and managing respiratory disorders worldwide. The company operates through two segments: Sleep and Breathing Health, and Residential Care Software, offering solutions ranging from sleep diagnostics and therapy devices to comprehensive healthcare software platforms. Companies valued at $10 billion or more are generally classified as “large ...

Several healthcare and biotech names posted notable gains in Thursday's after-hours session, driven by clinical updates, earnings results, and regulatory developments.Sensei Biotherapeutics Inc. (SNSE) soared 62.9% to $17.20 after hours, extending momentum from its 21.4% rise at the close. The company did not release fresh updates on Thursday, but last month reported a narrower third-quarter net loss of $4.6 million compared with $7.3 million a year earlier. Sensei ended September with $25.0 million in cas ...

Key Takeaways Resmed's robust mask portfolio, including AirFit and AirTouch, drives strong growth across key markets.RMD relies on strategic acquisitions like MEDIFOX DAN and MatrixCare to boost Residential Care Software.Resmed faces headwinds from macroeconomic challenges and intense competition impacting operations. Resmed Inc. (RMD) continues to see strong demand for its market-leading mask portfolio, including AirFit, AirTouch and other ranges. The company often relies on strategic acquisitions to stren ...

Core Insights - IDEXX Laboratories (IDXX) has recently been added to the S&P 500 Index, leading to increased investor interest and speculation about its investment potential [2] - A comparison with its competitor ResMed (RMD) suggests that RMD may present a more favorable investment opportunity due to superior revenue growth and profitability metrics [3] Financial Performance Comparison - RMD's revenue growth over the last 12 months was 9.4%, while IDXX's was 8.4%, indicating RMD's stronger performance [3] - Over the past three years, RMD's average revenue growth was 13.3%, significantly higher than IDXX's 7.7% [9] - RMD also outperforms IDXX in profitability, with a last twelve months margin of 33.5% and a three-year average margin of 30.3% [9] Valuation Metrics - The financial metrics comparison between IDXX and RMD highlights differences in growth, margins, momentum, and valuation multiples, suggesting RMD's stronger position [4] - RMD's relatively lower valuation compared to IDXX indicates a potentially more prudent investment choice [3]

Financial Data and Key Metrics Changes - The company reported a trailing 12-month top-line growth of 12% and a non-GAAP EPS growth of 14%, indicating strong financial performance and operational leverage [26][27]. Business Line Data and Key Metrics Changes - The company launched several new products, including a generative AI product called Dawn and a Compliance Predictor, enhancing its digital health offerings [22][23]. - The company has increased its gross margin by 200-300 basis points year on year, reflecting improved profitability [25]. Market Data and Key Metrics Changes - The company aims to help over 500 million people by 2030 through its healthcare technologies, indicating a strong market focus and growth potential [24]. Company Strategy and Development Direction - The company has restated its 2030 strategy, focusing on product-led, customer-centric, and brand-enhanced growth, with an emphasis on increasing product velocity and profitable growth [25]. - The company is investing 6-7% of its revenues back into technology and 19% into sales and marketing to drive demand generation [27]. Management's Comments on Operating Environment and Future Outlook - Management highlighted the role of artificial intelligence as a tailwind for the company, with ongoing experiments and product launches aimed at improving patient outcomes [21]. - The company has successfully completed acquisitions, including Ectosense and VirtuOx, to enhance its service offerings in sleep apnea testing [28][29]. Other Important Information - The company has increased its share repurchase program from $100 million to $150 million per quarter, with discussions on further increases [28]. Q&A Session Summary Question: How is artificial intelligence a tailwind for the company? - Management discussed the launch of AI-driven products like Dawn and Compliance Predictor, which enhance patient engagement and improve therapy adherence [21][22][23].

Financial Data and Key Metrics Changes - The company reported a trailing 12-month top-line growth of 12% and a non-GAAP EPS growth of 14%, indicating strong financial performance and operational leverage [26][27]. Business Line Data and Key Metrics Changes - The company launched several new products, including a generative AI product called Dawn and a Compliance Predictor, enhancing its digital health offerings [22][23]. - The company has increased its gross margin by 200-300 basis points year on year, reflecting improved profitability [25]. Market Data and Key Metrics Changes - The company aims to improve the lives of 500 million people by 2030, indicating a strong commitment to expanding its market impact [24]. Company Strategy and Development Direction - The company has restated its 2030 strategy, focusing on product-led, customer-centric, and brand-enhanced growth models [25]. - The company is investing 6-7% of its revenues back into technology development and 19% into sales and marketing to drive demand [27]. Management's Comments on Operating Environment and Future Outlook - Management emphasized the role of artificial intelligence as a tailwind for the company, with ongoing experiments and product launches aimed at improving patient outcomes [22]. - The company has a goal of achieving high single-digit revenue growth annually through 2030, alongside double-digit growth in earnings per share [24]. Other Important Information - The company has engaged in strategic M&A activities, including the acquisition of Ectosense and VirtuOx, to enhance its service offerings in sleep apnea testing [28][29]. Q&A Session Summary Question: How is artificial intelligence a tailwind for the company? - Management highlighted the launch of AI-driven products like Dawn and Compliance Predictor, which enhance patient engagement and improve therapy adherence [22][23].

Core Insights - The article discusses the author's experience as a full-time equity analyst and part-time retail investor, emphasizing a focus on high-quality stocks trading at discounted prices [1] - The author has been retail investing for the past five years, influenced by the methodologies of renowned investors Ben Graham and Joel Greenblatt [1] - The equity markets are highlighted as a fascinating area that provides analytical insights into global market performance [1] - Seeking Alpha is identified as a valuable platform for sharing research and analysis among investors and analysts [1]

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