Butterfly iQ3探头
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BFLY Q3 Earnings Preview: Strategic Progress Likely to Support Growth
ZACKS· 2025-10-22 14:21
Core Insights - Butterfly Network, Inc. (BFLY) is scheduled to release its third-quarter 2025 results on October 31, before market opening [1] - The company reported a loss of 6 cents in the last quarter, exceeding the Zacks Consensus Estimate by 14.29%, and has topped earnings estimates in the last four quarters with an average surprise of 21.91% [1] Q3 Estimates - The Zacks Consensus Estimate for Butterfly Network's revenues in Q3 2025 is $21 million, reflecting a 2.1% increase from the previous year [2] - The expected loss for the third quarter is 7 cents per share, indicating a 12.5% year-over-year improvement [2] Estimate Revision Trend - Estimates for Butterfly Network's Q3 earnings have remained stable over the past 90 days [3] Factors Influencing Q3 Performance - The company is in the second year of a strategic plan aiming for over $500 million in revenues by 2030 and break-even cash flows by the end of 2027 [4] - Product revenues are expected to benefit from strong uptake of the Butterfly iQ3 probe, both domestically and internationally, along with higher average selling prices [4] - Increased enterprise software revenues and contributions from partnerships are anticipated to enhance Software and other services sales [5] Strategic Initiatives - The introduction of Compass AI, a cloud-based enterprise software platform, is expected to simplify documentation and improve record completion [5] - Ongoing strategic initiatives like Octiv, HomeCare, and Butterfly Gardens are likely to support revenue growth [6][8] - The AI marketplace, Butterfly Gardens, has added new partners and received FDA clearance for AI-powered clinical applications, which may positively impact revenues [7] Challenges - Uncertainty regarding changes in funding and government programs may slow down customer purchasing decisions, affecting U.S. hospital and enterprise channels [9]