Summary of DENTSPLY SIRONA Conference Call Company Overview - **Company**: DENTSPLY SIRONA (NasdaqGS: XRAY) - **Date**: March 10, 2026 - **Context**: Discussion at the Leerink Partners Global Healthcare Conference Key Points Return to Growth Strategy - The CEO emphasized a focus on a "return to growth opportunity" and the urgency in tracking progress on a day-to-day basis rather than quarterly [4][10] - Metrics for success include engaging and expanding dealer relationships, which are crucial for the U.S. CTS business recovery [10][11] Dealer Engagement and Simplification - New leadership among dealers has allowed for a fresh start in relationships, focusing on simplicity in deal structures to enhance volume and efficiency [13][14] - The dropship model is being implemented to streamline inventory management and improve cash flow, reducing the burden of excess inventory on dealers [16][19] R&D Investments - Incremental R&D spending is being allocated to enhance product vitality across various verticals, including endodontics, orthodontics, and implants [22][23] - The focus is on leveraging the DS Core platform to accelerate software development and improve product offerings [22][28] Market Dynamics and Product Penetration - The CEO noted that the market appears stable, but the company's challenges are internal rather than market-driven [50][51] - EMEA is identified as a strong market for implants, while Asia Pacific holds significant growth potential [68][69] Clinical Education and Sales Force - Investments in clinical education and sales force training are prioritized to enhance product awareness and improve sales execution [42][49] - The CEO plans to establish a CEO advisory board with dentists to refine strategies and enhance clinical education [41][42] AI and Technology Integration - AI is being explored both as an external tool for customer service and as an internal efficiency tool to streamline operations [63][66] - The company is looking to modernize its software and improve internal processes using AI technologies [66] Orthodontics and SureSmile - The SureSmile platform is being positioned to regain market share, with a focus on modernizing software and enhancing clinical outcomes [91][92] - The CEO acknowledged the need to rebuild trust with orthodontists after previous missteps [101][102] Financial Outlook - The company is undergoing restructuring, which may lead to EPS pressures in the first half of the year, with expectations for improvement in the second half [108][109] - The focus is on long-term growth rather than short-term gains, with plans to strengthen cash flow and shareholder value [109][110] Conclusion - DENTSPLY SIRONA is actively working on a comprehensive strategy to return to growth through dealer engagement, R&D investments, and market penetration, while addressing internal challenges and leveraging technology for future success [4][50][108]

Core Insights - Dentsply Sirona and Burkhart Dental Supply are expanding their partnership to include Dentsply Sirona's full portfolio of dental technology solutions, enhancing access for dental professionals [2][3][4] Company Overview - Dentsply Sirona is the world's largest diversified manufacturer of professional dental products and technologies, with a history of over a century in the dental industry [8] - Burkhart Dental Supply, founded in 1888, is a family-owned full-service dental distributor with a strong presence across the United States, providing a range of dental supplies and services [5][9] Partnership Details - Effective April 1, 2026, Burkhart Dental Supply will offer Dentsply Sirona's advanced technologies, including the CEREC system, intraoral scanners, and extraoral imaging systems, alongside existing preventive and restorative products [3][4] - The partnership aims to simplify purchasing and provide integrated solutions, enhancing local support for dental practices [4][6] Strategic Focus - Dentsply Sirona is committed to building strategic partnerships that facilitate the adoption of digital solutions in dentistry, integrating devices, software, and workflows [6][7] - The collaboration is positioned to help dental professionals work more efficiently and improve patient care through connected dentistry [7][8]

Core Insights - Dentsply Sirona and Benco Dental are expanding their partnership to include a full range of dental technology solutions, enhancing access to an integrated ecosystem for connected dentistry [1][2][3] Group 1: Partnership Details - Benco Dental will offer Dentsply Sirona's comprehensive suite of connected technology solutions, including the CEREC system and intraoral scanners like Primescan [2][3] - The collaboration aims to simplify digital adoption and improve efficiency in dental practices, leveraging Benco Dental's customer service and Dentsply Sirona's technology [3][6] Group 2: Customer Support and Experience - Benco Dental will create dedicated Dentsply Sirona experiences in its CenterPoint showrooms, allowing dental professionals to explore and test the latest technologies [7][9] - The showrooms will feature an interior design studio to optimize Dentsply Sirona installations, enhancing the customer experience [8][9] Group 3: Company Backgrounds - Dentsply Sirona is the largest diversified manufacturer of professional dental products, with a strong focus on innovation and customer-centric solutions [10] - Benco Dental is a national dental distributor with a century-long history, committed to supporting dental providers and driving innovation in the industry [11]