PRESS RELEASE Paris, 14th May 2025 Interim results at the end of March 2025 Activity growth and cost control compensate pricing headwinds Unaudited group revenue for the nine months period ending 31 March 2025 increased by 5.1% to 3.9bn€ supported by activity volume growth and Cosem primary care centres acquired in June 2024. Revenue growth of 3.2% on a like-for-like basis.Unaudited group EBITDA for the nine months period ending 31 March 2025 was almost stable at 441m€, -0.8% or -3.6m€ compared to the prio ...

DarioHealth (DRIO) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Kat Parrella - Investor Relations ManagerErez Raphael - Chief Executive OfficerLara Dodo - Chief Operations OfficerCharles Rhyee - Managing DirectorDavid Grossman - Managing Director Operator morning, ladies and gentlemen, and welcome to the DarioHealth First Quarter twenty twenty five Results Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answe ...

Spectral AI (MDAI) Q1 2025 Earnings Call May 13, 2025 05:00 PM ET Company Participants Sara Prendergast - Assistant General CounselVince Capone - CFO & General Counsel Conference Call Participants Ryan Zimmerman - Managing Director & Medical Technology AnalystCarl Byrnes - Managing Director, Senior Research AnalystJohn Vandermosten - Senior AnalystVadim Alexandre Khalil - Healthcare Analyst Operator Please note that this event is being recorded. I would now like to turn the conference over to Sarah Prenderg ...

RadNet (RDNT) Q1 2025 Earnings Call May 12, 2025 10:30 AM ET Company Participants Mark Stolper - EVP & CFOHoward Berger - Chairman, President & CEOGrayson McAlister - Equity Research AssociateAndrew Mak - Vice PresidentBrandon Carney - Senior Research Associate Conference Call Participants Brian Tanquilut - Equity Research Analyst - Healthcare ServicesLarry Solow - Partner & Managing director - Equity Analyst Operator Good day, and welcome to the RadNet, Inc. First Quarter twenty twenty five Financial Resul ...

Financial Data and Key Metrics Changes - For Q1 2025, RadNet reported total revenue of $471.4 million, an increase of $39.7 million or 9.2% compared to Q1 2024. Adjusted EBITDA was $46.4 million, a decrease of $12.1 million or 20.6% year-over-year [21][22] - Adjusting for the estimated $22 million impact from severe weather and wildfires, revenue would have increased by 14.3% year-over-year. Adjusted EBITDA, accounting for a $15 million impact, would have increased by 5% [22] - The company ended Q1 2025 with a cash balance of $717 million and a net debt to adjusted EBITDA ratio of slightly more than one [17][24] Business Line Data and Key Metrics Changes - The Digital Health segment reported revenue of $19.2 million, a 31.1% increase year-over-year, with adjusted EBITDA of $3.7 million, up 5.4% [22][23] - AI revenue within Digital Health grew by 33.3%, driven by improved adoption of the EBCD program [23] - PET CT volumes increased by 22.9%, attributed to the growth of newer prostate and brain procedures [8] Market Data and Key Metrics Changes - The company experienced a gradual shift towards advanced imaging, with 26.9% of procedural volume coming from advanced imaging in Q1 2025, compared to 25.7% in Q1 2024 [7] - The adoption rate of the EBCD program reached over 40% nationally, indicating strong market acceptance [12] Company Strategy and Development Direction - RadNet is focused on expanding its digital health initiatives, including the TechLive remote technologist solution and the EBCD AI-powered breast cancer screening program [10][12] - The company announced the acquisition of iCAD Inc, aiming to enhance its AI-powered breast health solutions and expand its market presence [14][15] - RadNet plans to open 11 new centers by the end of 2025 and has a robust pipeline for joint ventures and acquisitions [16][18] Management's Comments on Operating Environment and Future Outlook - Management noted that the severe weather conditions in early 2025 negatively impacted performance but expressed confidence in recovery and strong growth trends in subsequent months [6][9] - The company anticipates continued growth in advanced imaging and routine imaging, driven by technological advancements and increased demand [41][43] - Management expects to see improved margins due to the growth of advanced imaging and the implementation of AI tools [75] Other Important Information - The company has an active pipeline of acquisitions and is evaluating opportunities to advance its strategic objectives [18] - RadNet's liquidity position remains strong, with full availability of a $282 million revolving credit facility [23] Q&A Session Summary Question: What is the outlook for growth in advanced imaging over the next few years? - Management expects growth in advanced imaging to continue, driven by AI tools and new equipment investments [39][41] Question: Can you provide insights on the M&A pipeline? - The pipeline is robust, with ongoing discussions with hospitals recognizing the value of RadNet's radiology solutions [44][46] Question: What are the trends in technologist hiring? - There are improvements in hiring trends, and the company remains comfortable with the projected $45 million increase in labor costs [52][58] Question: How did revenue perform against internal expectations? - Revenue was strong and aligned with internal guidance, with a bounce back in March after weather-related impacts [66][67] Question: What is driving the expected increase in EBITDA margins? - Growth in advanced imaging and the implementation of AI programs are primary drivers for improved margins [75] Question: What is the status of stock-based compensation? - The increase in stock-based compensation is due to vesting from past years and new hires, but it is expected to decrease in subsequent quarters [76]

Heart of Healthcare Under Pressure: 1 in 3 Nurses Near Retirement as Continued Volatility PersistsDALLAS, May 12, 2025 (GLOBE NEWSWIRE) -- While 75% of nurses report being satisfied with their career choice, many still face significant strain due to burnout, mental health challenges, and staffing issues, according to a new survey by AMN Healthcare, the leader and innovator in total talent solutions for healthcare organizations. More than half of nurses (58%) report feeling burnout most days, and only 39% pl ...

Financial Data and Key Metrics Changes - The company reported a full year consolidated revenue growth of 16%, reaching a record level of $359 billion, with adjusted earnings per diluted share at $33.5, exceeding expectations and reflecting a year-over-year EPS growth of 20% [5][40][42] - Fourth quarter earnings per diluted share increased 64% to $10.12, driven by a lower effective tax rate and strong operational growth across the business [32][29] - Operating profit for the full year increased 15% to $5.6 billion, with significant contributions from the U.S. Pharmaceutical and Prescription Technology Solutions segments [41][42] Business Line Data and Key Metrics Changes - The U.S. Pharmaceutical segment saw revenues increase by 21% to $83.2 billion, driven by increased prescription volumes and growth in specialty product distribution [33][22] - The Prescription Technology Solutions segment reported a revenue increase of 13% to $1.3 billion, with operating profit rising 34% to $285 million, reflecting increased prescription transaction volumes [34][35] - The Medical Surgical Solutions segment experienced a 1% revenue increase to $2.9 billion, with operating profit up 15% to $285 million, benefiting from cost optimization initiatives [37][36] Market Data and Key Metrics Changes - The Canadian business, part of the international segment, reported revenues of $3.5 billion, a decrease of 2% due to the divestiture of certain businesses, but operating profit increased by 9% [38][24] - The company anticipates continued growth in the Canadian distribution business, partially offset by the impact of previous divestitures [58] Company Strategy and Development Direction - The company is focusing on strategic acquisitions in oncology and biopharma services, including the acquisition of a controlling interest in Prism Vision and Core Ventures, aimed at enhancing community-based care [6][12][49] - A strategic decision was made to separate the Medical Surgical segment into an independent company to enhance operational focus and capital deployment [19][27] - The company plans to continue investing in technology, automation, and AI to improve operational efficiencies and customer service [7][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to maintain momentum and deliver strong results in fiscal 2026, with anticipated revenue growth of 11% to 15% and operating profit growth of 8% to 12% [43][44] - The company remains committed to maximizing shareholder value through disciplined portfolio management and strategic capital deployment [27][62] Other Important Information - The company returned $3.5 billion to shareholders in fiscal 2025, including $3.1 billion through share repurchases [42] - Free cash flow for the fourth quarter was robust at $7.5 billion, driven by strong operating results [39] Q&A Session Summary Question: Impact of Medicare Part B on ASPs - Management indicated that there are currently no concrete announcements regarding Medicare Part B impacts, and any potential changes would likely face legal challenges [65][66] Question: Tariff Impacts on Business - Management is closely monitoring the tariff landscape and believes that current assessments have been incorporated into guidance, with no material impact anticipated on fiscal 2026 results [75][81] Question: Urgency in Capital Deployment for Biopharma Services - Management stated that the urgency for capital deployment remains consistent, driven by strategic alignment and financial discipline [85][88] Question: Long-term Pharma Growth Rate Guidance - Management noted that the increase in long-term guidance reflects a stable environment for prescription utilization and successful capital deployment in oncology and other specialties [92][96]

Tempus AI (TEM) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Elizabeth Krutoholow - VP - IR and Competitive IntelligenceEric Lefkofsky - Founder & CEOJim Rogers - CFOMark Schappel - Managing DirectorSubbu Nambi - Managing DirectorMichael Ryskin - Managing DirectorDan Arias - Managing Director Conference Call Participants Tejas Savant - Executive Director & Senior Healthcare Equity AnalystRyan Macdonald - Managing Director, Senior Equity Research AnalystDan Brennan - AnalystMark Massar ...

SOPHiA GENETICS (SOPH) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Kellen Sanger - Sr. Director, Head of StrategyJurgi Camblong - Co-Founder, CEO & DirectorRoss Muken - PresidentGeorge Cardoza - EVP & CFOSubbu Nambi - Managing DirectorVidyun Bais - Equity Research - Vice President Conference Call Participants William Bonello - Senior Research AnalystConor McNamara - Equity Research AnalystNone - AnalystKyle Boucher - Analyst Operator Good morning, ladies and gentlemen, and welcome to ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $17.8 million, up from $15.8 million in Q1 2024, representing a year-over-year growth of 13% [32] - On a constant currency basis, revenue growth was 15%, with foreign exchange headwinds negatively impacting reported revenue by approximately $0.4 million [32] - Adjusted EBITDA loss improved by 24% year-over-year, reaching $9.8 million in Q1 2025 compared to $12.9 million in Q1 2024 [36] - Adjusted gross margin reached a record high of 75.7%, up from 70.6% in the prior year [34] Business Line Data and Key Metrics Changes - Core genomic customers increased to 490 as of March 31, 2025, up from 463 in the prior year [32] - The company implemented 33 new customers in Q1 2025, compared to an average of 23 per quarter in 2024 [8][32] - Hematology-oncology (HemOnc) volumes grew 34% year-over-year in Q1 2025, with over 180 HemOnc customers globally [21] Market Data and Key Metrics Changes - Revenue and analysis volume from U.S. core genomic customers grew over 30% year-over-year [9] - UK analysis volume grew over 60% year-over-year, with UK revenue up approximately 80% [20] - North America and Asia Pacific outperformed with 3240% year-over-year volume growth respectively [19] Company Strategy and Development Direction - The company aims to capitalize on new customer signings by expediting implementation times and expanding across those accounts over time [8] - Focus areas for growth in 2025 include the U.S. market, new applications like MSK Access and MSK Impact, and partnerships with biopharma [9][11] - The company is positioned to leverage its scalable cloud-based platform to support medical innovations and drive future growth [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth potential, citing the increasing demand for data-driven medicine and the company's unique AI capabilities [44] - The company reaffirmed its full-year revenue guidance for 2025 of $70 million to $76 million, representing 10% to 17% growth [38] - Management noted that while Q1 results were strong, they expect the year to be back-half weighted due to the timing of new business coming online [38][94] Other Important Information - The company finished Q1 2025 with approximately $68.5 million in cash and cash equivalents, plus access to an additional $35 million in capital [37] - The company is focused on maintaining operational efficiencies while continuing to invest in high ROI projects [36] Q&A Session Summary Question: Actions taken to accelerate implementation times - Management highlighted that they have scaled up team capabilities, created tooling and automation, and increased headcount in wet lab and field application scientists to speed up the implementation process [48][50] Question: Average contract value increase and enterprise sales - Management confirmed that 58% of customers are using two or more applications, indicating room for expansion. They noted that enterprise sales involve signing for a majority of applications, which is driving the increase in average contract value [55][56] Question: Sustainability of gross margins above 75% - Management acknowledged that while Q1 gross margins were higher than expected due to a favorable mix, they still anticipate year-over-year improvements in gross margins moving forward [66] Question: Biopharma side opportunities and guidance - Management indicated that while they expect the biopharma segment to be flat in 2025, they are seeing good momentum and opportunities in the pipeline, particularly in companion diagnostics and sponsored testing [70] Question: Balance sheet sufficiency for adjusted EBITDA breakeven target - Management confirmed that with over $100 million in available liquidity, they are well-positioned to reach their adjusted EBITDA breakeven target by 2027 [90]