ResMed (NYSE:RMD) Q2 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsBrett Sandercock - CFOJon Block - Managing Director for Medical Technology and SuppliesMick Farrell - CEO and ChairmanNathan Treybeck - VP of Equity Research for Medical DevicesSalli Schwartz - Chief Investor Relations OfficerConference Call ParticipantsAnthony Petrone - Managing Director and Senior Medical Devices, Diagnostics and Therapeutics Equity Research AnalystBrandon Vazquez - Equity Research Analyst for Healthc ...

ResMed (NYSE:RMD) Q2 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsBrett Sandercock - CFOJon Block - Managing Director for Medical Technology and SuppliesMick Farrell - CEO and ChairmanNathan Treybeck - VP of Equity Research for Medical DevicesSalli Schwartz - Chief Investor Relations OfficerConference Call ParticipantsAnthony Petrone - Managing Director and Senior Medical Devices, Diagnostics and Therapeutics Equity Research AnalystBrandon Vazquez - Equity Research Analyst for Healthc ...

Core Insights - Resmed has received FDA clearance for its Personalized Therapy Comfort Settings (PTCS), branded as Smart Comfort, set to launch in early 2026 for new users of the myAir app paired with the AirSense 11 device [1][9] - Smart Comfort is designed to enhance the user experience in CPAP therapy by utilizing AI and real-world sleep data to provide personalized comfort settings [2][5] Company Developments - Resmed's Smart Comfort is the first FDA-cleared AI-enabled medical device that recommends personalized comfort settings for patients with obstructive sleep apnea (OSA), which affects an estimated 61 million people in the U.S. [3][9] - The company currently has a market capitalization of $37.44 billion, with a projected 13.2% increase in fiscal 2026 earnings according to the Zacks Consensus Estimate [4] Product Features - Smart Comfort addresses common therapy issues such as comfort and mask fit, promoting long-term adherence to CPAP therapy by leveraging machine-learning algorithms and over 100 million nights of de-identified sleep data [5][6] - The device settings include features that ease users into therapy, adjust pressure gradually, and reduce pressure on exhalation, developed with clinical oversight and ethical data use [6][7] Market Outlook - The global sleep apnea device market is valued at $7.11 billion in 2025, with a projected compound annual growth rate of 7% through 2034, driven by the rising prevalence of sleep apnea and advancements in medical technology [11] - Resmed's recent initiatives, such as the launch of the Sleep Institute, aim to advance the science of sleep health and support policy decisions [12] Stock Performance - Following the announcement of Smart Comfort, Resmed's shares dropped 2.5%, closing at $250.04, but the product is expected to support a rebound in stock performance [3] - Year-to-date, Resmed shares have increased by 9.3%, outperforming the industry average of 3.2% [13]

What if every bad decision you’ve made started with your sleep? Many of us see sleep as rest, but in reality it’s the foundation for everything we do in life. Today I’m joined for the second time by Matthew Walker, a neuroscientist who has spent years studying the impact of sleep on the brain and the body. He sees sleep as the social ‘glue’ that keeps us together. This time, Matthew brought me through his ‘QQRT’ framework - a simple way for all of us to measure our sleep health. We cover: - Why does the las ...

Core Insights - Resmed has launched the Sleep Institute, a global clinical insights initiative aimed at advancing the science and understanding of sleep health [1][2][3] Group 1: Initiative Overview - The Sleep Institute partners with clinicians, researchers, policymakers, and health system leaders to provide evidence-based insights that inform care innovation and elevate sleep as a global health priority [2][3] - The initiative aims to address the significant underdiagnosis of sleep disorders, particularly obstructive sleep apnea (OSA), which affects an estimated 1 billion people globally [3][5] Group 2: Research and Findings - A U.S. consumer survey revealed that while over 80% of respondents consider sleep important for their health, only one-third have been asked about their sleep by a healthcare professional in the past six months, highlighting a gap in routine healthcare discussions [4][6] - The Sleep Institute will publish original research and real-world data to support earlier and more accurate diagnoses of sleep disorders [3][4] Group 3: Symposium and Collaboration - The Sleep Institute will debut at the World Sleep Congress with a symposium focused on the underdiagnosis of OSA, featuring clinical leaders from various countries [5][6] - The symposium aims to identify barriers in diagnostic pathways and propose scalable solutions to improve access and outcomes in sleep health [5][6] Group 4: Goals and Vision - The overarching goal of the Sleep Institute is to act as a catalyst for earlier diagnosis, stronger policies, and improved outcomes in sleep health worldwide [6][8] - Resmed envisions a future where better sleep and breathing can help individuals achieve their full potential, with care delivered in their homes [9]

Core Insights - Resmed has been named the Official Sleep Partner of the Qatar Airways British & Irish Lions Tour to Australia, highlighting its commitment to promoting sleep health in sports [1][3][6] Company Overview - Resmed is a leading health technology company focused on sleep, breathing, and home care, aiming to empower individuals to live healthier lives through innovative technologies [1][13] - The company operates in 140 countries and emphasizes the importance of quality sleep as a critical component of overall health [13] Campaign Details - The 'Tackle Your Sleep' campaign will feature legendary rugby players and aims to raise awareness about sleep health issues affecting both players and fans [3][5] - The campaign will provide advice and tools to improve sleep quality, emphasizing its significance alongside exercise and diet [3][5] Health Implications - Poor sleep can negatively impact mental and physical health, relationships, and daily performance, particularly for athletes [4][5] - A study indicated that half of the rugby and cricket players surveyed were classified as poor sleepers, with many experiencing significant daytime fatigue [4][5] Tour Information - The British & Irish Lions Tour will take place over six weeks, featuring matches in six cities across Australia, with an estimated 40,000 fans participating [2][8] - The Lions will play a total of 10 matches, including three Test matches against the Wallabies [8]