Core Insights - Healthcare Triangle's subsidiary QuantumNexis Inc. has launched operations in Dubai, UAE, aiming to enhance digital health transformation across the GCC countries [1] - The launch is part of a strategic expansion to support national healthcare modernization initiatives in the UAE, Saudi Arabia, Qatar, Oman, and Bahrain [1] - QuantumNexis integrates multiple brands and partnerships, including Ezovion Health OS, Ziloy.ai, and Better.care, to deliver AI-powered healthcare solutions [1] Market Opportunity - The GCC is identified as one of the fastest-growing digital health markets globally, driven by government investments and AI adoption [1] - The digital health market in Saudi Arabia is projected to exceed USD 11 billion by 2033, while the UAE's market is expected to reach USD 1.84 billion by 2030 [1] Strategic Focus Areas - Key focus areas for QuantumNexis include regulatory compliance, workforce capability development, digital mental health solutions, AI-powered automation, and interoperability [1] - The company aims to deliver compliant and AI-native healthcare solutions tailored to regional needs [1]

Butterfly Network (NYSE:BFLY) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsJohn Doherty - CFOJoseph DeVivo - Chairman and CEOJosh Jennings - Managing DirectorConference Call ParticipantsAndrew Brackmann - Equity Research AnalystBen Haynor - Senior Research AnalystNone - AnalystOperatorHello, everyone, thank you for joining the Butterfly Network Inc. Q4 and FY 2025 earnings call. My name is Gabrielle, I will be coordinating your call today. During the presentation, you can register ...

Butterfly Network (NYSE:BFLY) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker2Hello, everyone, thank you for joining the Butterfly Network Inc. Q4 and FY 2025 earnings call. My name is Gabrielle, I will be coordinating your call today. During the presentation, you can register a question by pressing Star followed by 1 on your telephone keypad. If you change your mind, please press Star followed by 2 on your telephone keypad. I will now hand over to your host, John Doherty. Please go ahead.Speake ...

Tempus AI (NasdaqGS:TEM) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsCasey Woodring - VP of Equity ResearchDan Brennan - Managing DirectorElizabeth Krutoholow - VP of Investor RelationsEric Lefkofsky - CEOJames William Rogers - CFOJesse Case - Managing DirectorMark Massaro - DirectorMark Schappel - Managing DirectorSubbu Nambi - Senior Managing DirectorConference Call ParticipantsAndrew Brackmann - Equity Research AnalystBradley Bowers - Director and Senior Research AnalystCallum ...

Here's a look at the details from the report   TEM stock is moving. Watch the price action here.The Details: Tempus AI reported quarterly losses of four cents per share, in line with the consensus estimate, according to data from Benzinga Pro.Quarterly revenue came in at $367.21 million, which beat the Street estimate of $362.29 million and was up from $200.68 million in the year-ago period.Tempus AI reported the following fourth quarter highlights:“In 2025, Tempus continued to set the standard for what it ...

CareDx (NasdaqGM:CDNA) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsAndrew Cooper - VP of Equity ResearchBrandon Couillard - Managing DirectorCaroline Corner - Director of Investor RelationsJohn Hanna - President and CEOKeith Kennedy - COONathan Smith - CFOTycho Peterson - Managing DirectorConference Call ParticipantsAndrew Brackmann - Equity Research AnalystBill Bonello - Senior Research AnalystEduardo Martinez - Equity Research AnalystMason Carrico - Research AnalystVivian Cerva ...

Raha highlighted volume growth in several areas, including MyRisk in oncology, with affected volumes up 14% and unaffected volumes up 11% year-over-year. He also pointed to an acceleration in Prolaris test volume growth to 12% year-over-year in the quarter, which he attributed to actions taken over the past two quarters, including incremental commercial investments focused on urologists.Wheeler said overall test volumes increased 2% year-over-year, while average revenue per test declined 2% year-over-year. ...

Performance is underpinned by the INFINITY dataset, which leverages over 1 million exomes and genomes to provide a competitive moat in diagnostic accuracy and turnaround times. The company is shifting from a specialist-only focus to mainstream medicine, targeting general pediatricians to address the five-year average diagnostic odyssey for rare diseases. Growth is driven by a 'stacking effect' where foundational markets (genetics and neurology) provide a stable base while expansion markets (NICU, pren ...

Financial Data and Key Metrics Changes - In Q4, the company achieved $63.4 million in total revenue, reflecting a 17% year-over-year growth, with gross margin reaching a record 73.3% [20][24] - Operating income for Q4 was $2.3 million, marking an improvement of over $500,000 compared to Q4 2024, resulting in an operating margin of 3.6% [23][30] - For the full year 2025, total revenue grew 17% to $239 million, with gross margin expanding to 72.7%, up 80 basis points from the previous year [30] Business Line Data and Key Metrics Changes - Weave Payments grew at more than twice the rate of total revenue in 2025, driven by new capabilities like automated payment reminders and bulk collections [16] - The specialty medical vertical became the second-largest vertical by location count, with significant growth in Q4 [16] Market Data and Key Metrics Changes - The company is in fewer than 15% of U.S. dental locations, indicating substantial growth potential in the dental market [19] - Specialty medical, which currently holds about 1% market share, is expected to be a significant growth area due to the introduction of AI-powered solutions [20] Company Strategy and Development Direction - The company aims to enhance patient experiences through a unified platform that reduces administrative burdens for healthcare professionals [5][6] - The acquisition of TrueLark is seen as a foundational step in expanding AI Receptionist capabilities, addressing staffing challenges in practices [13][19] - The company plans to roll out an omnichannel AI Receptionist in 2026, which will allow practices to manage patient interactions across various channels [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of revenue growth and margin expansion, emphasizing the importance of AI in enhancing operational efficiency [17][30] - The company anticipates continued strong growth in specialty medical and mid-market sectors, supported by recent investments in sales and marketing [22][31] Other Important Information - The company ended Q4 with $81.7 million in cash and short-term investments, reflecting strong liquidity [23] - The net revenue retention rate in Q4 was 93%, with gross revenue retention at 89%, indicating strong customer retention despite some challenges in newer verticals [24][28] Q&A Session Summary Question: Can you elaborate on the CareCredit integration? - The CareCredit partnership opens new avenues for capturing volumes that would otherwise flow through CareCredit, enhancing the payment solution's attractiveness [35][36] Question: What are your expectations for growth rates across different subverticals in 2026? - Management anticipates strong growth across specialty medical and mid-market sectors, with specialty medical expected to lead due to recent marketing efforts [37][38] Question: How do you plan to monetize the new AI capabilities? - The company is exploring whether to price new functionalities as additional modules or include them in existing bundles, confident in the ability to monetize the AI omnichannel receptionist [42][43] Question: Have churn rates stabilized in specialty medical cohorts? - Churn rates have shown improvement in Q4, returning to historical levels, with ongoing integrations expected to further enhance retention [44][45] Question: What are the investment priorities for the coming year? - Investment priorities include product and engineering, particularly in enhancing AI capabilities, as well as adjustments to the go-to-market strategy for efficiency [52][54] Question: How does Weave differentiate its AI capabilities from competitors? - Weave's unique advantages include ownership of the telephony stack, deep industry-specific workflows, and the ability to retain context across various patient interactions [56][58]

Financial Data and Key Metrics Changes - In Q4 2025, Weave Communications achieved a revenue growth of 17% year-over-year, with total revenue reaching $63.4 million [22] - Gross margin expanded to a record 73.3%, reflecting a year-over-year improvement of 70 basis points [22] - Operating income for Q4 was $2.3 million, marking an operating margin of 3.6%, which is a 30 basis point improvement from the previous year [25] - For the full year 2025, total revenue grew 17% to $239 million, and gross margin for the year expanded to 72.7%, up 80 basis points from the prior year [32] Business Line Data and Key Metrics Changes - Weave Payments grew at more than twice the rate of total revenue in 2025, driven by new capabilities like automated payment reminders and bulk collections [18] - The specialty medical vertical became the second-largest vertical by location count, with significant growth in Q4 [18] - The acquisition of TrueLark added AI receptionist capabilities, enhancing the product offering and expanding the total addressable market by approximately $7 billion to an estimated $22 billion [21] Market Data and Key Metrics Changes - Weave has been endorsed by the American Dental Association as its exclusive patient engagement solution, providing access to 160,000 members [22] - The company is in the early stages of penetration in the specialty medical market, currently holding roughly 1% market share [22] Company Strategy and Development Direction - The company aims to leverage AI to reduce administrative burdens for healthcare professionals, enhancing patient care and operational efficiency [6][10] - Weave plans to roll out an omni-channel AI receptionist across all vertical markets in 2026, which will allow practices to handle calls 24/7 [16] - The focus is on integrating AI capabilities into existing workflows to create a seamless experience for healthcare providers [60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of revenue growth and margin expansion, highlighting the importance of customer success in driving long-term value [19] - The company anticipates continued strong growth in specialty medical and mid-market sectors, supported by recent investments in sales and marketing [40] - Management expects total revenue for Q1 2026 to be in the range of $64.2 million to $64.8 million, with an operating income of $1 million to $2 million [33] Other Important Information - The company ended Q4 with $81.7 million in cash and short-term investments, reflecting strong liquidity [25] - Free cash flow for the full year was $12.9 million, representing a 24% year-over-year growth [26] Q&A Session Summary Question: Can you talk about the CareCredit integration? - The CareCredit partnership opens avenues to capture volumes that would otherwise flow through CareCredit, enhancing the payment solution for practices [38] Question: What are your expectations for growth rates across different subverticals in 2026? - Management anticipates strong growth across specialty medical and mid-market sectors, with specialty medical expected to be the fastest-growing segment [40][41] Question: How do you plan to capture the value delivered by new AI capabilities? - The company is exploring monetization strategies for the AI receptionist, considering whether to price it as an additional module or include it in a bundle [45] Question: How do you see the impact of new products like TrueLark on net revenue retention? - The growth from the AI receptionist is expected to be more pronounced in the second half of 2026, with significant upsell opportunities anticipated [72]