Core Viewpoint - DaVita Inc. is set to report its first-quarter 2025 results, with expectations of revenue growth driven by improved revenue cycle operations, despite challenges in patient admissions and treatment volume [1][2][4]. Financial Performance - In the last reported quarter, DaVita's EPS was $2.24, exceeding the Zacks Consensus Estimate by 1.4%, with an average earnings surprise of 5.4% over the trailing four quarters [1]. - For Q1 2025, the Zacks Consensus Estimate for revenues is $3.21 billion, reflecting a 4.6% increase from the prior year, while the EPS estimate is $1.75, indicating a 26.5% decline year-over-year [5]. Operational Factors - Management highlighted that innovation in revenue cycle operations has led to higher revenue per treatment, which has helped offset slower treatment volume recovery [2]. - DaVita has closed three of four acquisitions in Latin America, with the final acquisition in Brazil expected to close mid-2025, contributing to future growth [3][17]. Challenges - The company is facing elevated mortality and mistreatment rates, and new patient starts have been negatively impacted by supply constraints in peritoneal dialysis solutions [4]. - The temporary closure of Baxter's North Cove facility due to Hurricane Helene has further hindered new patient admissions, which is expected to affect volume growth in 2025 [4][19]. Market Performance - Over the past three months, DaVita's shares have declined by 17%, underperforming its sector and peers [8][10]. - The company's forward price-to-sales (P/S) ratio is 0.8X, significantly lower than the industry average of 2.8X, indicating a potential undervaluation relative to expected sales growth [11][12]. Long-Term Outlook - The transition of oral drugs to the dialysis benefit under Medicare is expected to expand patient access and drive long-term revenue growth [13][16]. - Proposed updates to the Medicare ESRD payment system could increase reimbursement rates by 2.1% in 2025, aiding in patient coverage expansion [18]. Investment Considerations - DaVita's strong core business and financial stability suggest potential for future gains, but the current valuation indicates it may be prudent to hold rather than add new positions [20][21].

Elanco Animal Health Incorporated (ELAN) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 19.35%. A quarter ago, it was expected that this company would post earnings of $0.15 per share when it actually produced earnings of $0.14, delivering a surprise of -6.67%.Over the last four quar ...

Company Overview - RadNet, Inc. is a leading national provider of freestanding, fixed-site diagnostic imaging services in the United States, based on the number of locations and annual imaging revenue [3] - The company operates a network of 398 owned and/or operated outpatient imaging centers across various states including Arizona, California, Delaware, Florida, Maryland, New Jersey, New York, and Texas [3] - RadNet employs over 11,000 individuals, including full-time and per diem employees, technologists, and contracted radiologists [3] Financial Results Announcement - RadNet will host a conference call to discuss its first quarter 2025 financial results on May 12, 2025, at 7:30 a.m. Pacific Time (10:30 a.m. Eastern Time) [1] - Investors can participate in the conference call by dialing 844-826-3035 for U.S. callers and 412-317-5195 for international callers [2] - An archived replay of the call will be available, accessible by dialing 844-512-2921 from the U.S. or 412-317-6671 for international callers, using the passcode 10199390 [2]

Core Insights - Aclarion, Inc. is expanding the access of its Nociscan technology across multiple sites in New York and New Jersey to address the growing demand for chronic low back pain solutions [1][2] - The expansion is supported by enhanced remote operations capabilities and increased availability of Magnetic Resonance Spectroscopy (MRS) within RadNet [1][2] Company Overview - Aclarion is a healthcare technology company that utilizes biomarkers and proprietary AI algorithms to assist physicians in identifying chronic low back pain locations [1][5] - Nociscan is the first evidence-supported SaaS platform designed to noninvasively differentiate between painful and nonpainful discs in the lumbar spine [4][5] Market Context - Chronic low back pain affects approximately 266 million people globally, highlighting the significant healthcare challenge [4] - The Nociscan solution quantifies chemical biomarkers associated with disc pain, providing critical insights when used alongside other diagnostic tools [4][5] Strategic Partnerships - Lenox Hill Radiology operates 79 locations in New York and has adopted Nociscan to enhance access for leading spine physicians [2][3] - New Jersey Imaging Network, with 33 locations, was the first in NJ to adopt Nociscan, facilitating support for local and out-of-market referrals [3]

Financial Data and Key Metrics Changes - Total company revenue increased by 13.5% to $477.1 million, and adjusted EBITDA increased by 14% to $75 million in Q4 2024 compared to the same quarter last year [7][17] - Adjusted earnings per share grew to $0.22 from $0.15 in the previous year's fourth quarter [18] Business Line Data and Key Metrics Changes - Digital Health revenues increased by 28.1% to $18.9 million, with adjusted EBITDA growing by 61.6% to $4.5 million from last year's fourth quarter [8][17] - Imaging center revenue growth was driven by an 8% aggregate and 4% same-center procedural volume growth [9][18] Market Data and Key Metrics Changes - Advanced Imaging represented 26.8% of RadNet's procedural volume, an increase of 137 basis points from the same quarter last year [9][18] - The company opened nine new facilities in 2024 to address patient backlogs and increase capacity [10] Company Strategy and Development Direction - RadNet aims to lead the transition of diagnostic imaging into a tech-enabled specialty, focusing on digital health solutions to enhance operational efficiency and patient care [26] - The company plans to invest approximately $20 million in digital health infrastructure in 2025 to support external growth [12][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in recovering from the impacts of severe winter weather and wildfires, expecting to meet or exceed budget projections for the remainder of the year [21][33] - The company anticipates a 30% revenue growth in the Digital Health segment for 2025, driven by clinical AI solutions and new technology offerings [24][25] Other Important Information - RadNet's cash balance at year-end 2024 was $740 million, with a net debt to adjusted EBITDA leverage ratio below one [13][19] - The company is actively evaluating acquisition opportunities to enhance its product offerings and customer base [28][80] Q&A Session Summary Question: Impact of weather on scheduling and recovery timeline - Management confirmed that they expect to return to normal scheduling by March, following the disruptions caused by winter storms and wildfires [31][33] Question: Early learnings from the OS rollout - Management indicated it is early to assess the OS rollout but noted enthusiasm among staff for the operational changes [34][35] Question: Pipeline and deal sizes - Management stated they are actively working on several opportunities in both digital health and imaging services, focusing on strategic acquisitions [80] Question: Labor market trends and inflation - Management noted that labor shortages have been a challenge since COVID, with salary growth in the low single digits for RadNet compared to higher rates in hospitals [88][90] Question: Digital health revenue components for 2025 - Management expects total digital health revenue to be between $80 million and $90 million, with AI revenue projected at $25 million to $30 million [65][66]

Core Insights - DeepHealth, Inc. and ConcertAI's TeraRecon have announced a strategic collaboration to enhance imaging tools and radiology workflows through AI integration [1][2][4] - The partnership aims to create a seamless AI-enabled diagnostic experience for radiologists by integrating TeraRecon's advanced visualization technology into DeepHealth's cloud-native Operating System [1][3] - This collaboration is expected to improve diagnostic efficiency and patient care by providing radiologists with essential tools to manage increasing imaging volumes and maintain accuracy [2][5] Company Overview - DeepHealth is a wholly-owned subsidiary of RadNet, Inc., focusing on AI-powered health informatics to improve clinical outcomes in various health areas, including lung, breast, prostate, and brain health [10] - TeraRecon specializes in advanced radiological image visualizations and clinical AI decision augmentation solutions, enhancing the capabilities of medical imaging [9] - Both companies are exploring further integration of AI-driven imaging and workflow automation to enhance diagnostic tools and care delivery [6][8] Technology Integration - The integration of TeraRecon's advanced visualization capabilities with DeepHealth's OS and Diagnostic Suite is designed to enhance diagnostic accuracy and streamline workflows for radiologists [4][8] - DeepHealth's Diagnostic Suite™ will provide a unified AI-powered diagnostic workspace, improving collaboration and efficiency among radiology teams [3][8] - The collaboration will also explore the integration of DeepHealth's AI-powered cancer screening capabilities into TeraRecon's ecosystem, broadening access to essential diagnostic tools [5][8]

Company Overview - RadNet (RDNT) is expected to report a year-over-year decline in earnings of 25% with earnings per share (EPS) projected at $0.15 for the quarter ended December 2024, while revenues are anticipated to increase by 9% to $458.06 million [3][12] - The earnings report is scheduled for release on February 28, 2025, and the actual results will significantly influence the stock price depending on whether they meet or exceed expectations [2][3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 40% over the last 30 days, indicating a bearish sentiment among analysts regarding RadNet's earnings prospects [4][10] - The Most Accurate Estimate for RadNet is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.43%, which complicates the prediction of an earnings beat [10][11] Earnings Surprise History - RadNet has a history of beating consensus EPS estimates, having surpassed expectations in three out of the last four quarters, including a +20% surprise in the last reported quarter [12][13] - Despite this history, the current combination of a negative Earnings ESP and a Zacks Rank of 3 suggests uncertainty regarding the likelihood of an earnings beat in the upcoming report [11][16] Industry Context - Another player in the medical diagnostics sector, LifeStance Health Group (LFST), is expected to report a loss of $0.04 per share for the same quarter, reflecting a year-over-year increase of 66.7%, with revenues projected at $312.87 million, up 11.5% [17][18] - LifeStance Health has maintained its EPS estimate over the last 30 days but has a negative Earnings ESP of -25.00%, combined with a Zacks Rank of 2 (Buy), indicating a challenging outlook for beating consensus estimates [18]

Core Viewpoint - RadNet, Inc. will host a conference call to discuss its fourth quarter 2024 financial results on February 28, 2024 [1] Company Overview - RadNet, Inc. is the leading national provider of freestanding, fixed-site diagnostic imaging services in the United States, based on the number of locations and annual imaging revenue [3] - The company operates a network of 399 owned and/or operated outpatient imaging centers across various states including Arizona, California, Delaware, Florida, Maryland, New Jersey, New York, and Texas [3] - RadNet employs over 10,000 individuals, including full-time and per diem employees and technologists [3] - The company also offers radiology information technology and artificial intelligence solutions under the DeepHealth brand, as well as teleradiology professional services and other related products [3] Conference Call Details - Investors can listen to the conference call by dialing 844-826-3035 for U.S. callers and 412-317-5195 for international callers [2] - There will be simultaneous and archived webcasts available for the conference call [2] - An archived replay can be accessed by dialing 844-512-2921 from the U.S. or 412-317-6671 for international callers, using the passcode 10197109 [2]

Table of Contents 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 September 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 001-33307 RadNet, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3326724 (State or oth ...

Table of Contents 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 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 001-33307 RadNet, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3326724 (State or other j ...