Accuray (ARAY) 2025 Conference June 04, 2025 05:30 PM ET Speaker0 All right. Thank you, everyone, for attending. My name is Young Lee, one of the med tech analysts here at Jefferies. Really happy, to be with, Accuray. To my left, Accuray's CFO, Ali Pervais. Thanks for coming. I guess to begin, why don't we start a little bit high level. Just wanted to get an overview about end market growth, your competitive share position, and where Accuray sits or fits in the radiation oncology treatment paradigm. Speaker ...

Accuray (ARAY) Q3 2025 Earnings Call April 30, 2025 04:30 PM ET Company Participants Jesse Chew - Senior VP & Chief Legal OfficerSuzanne Winter - President, CEO & DirectorAli Pervaiz - Senior VP & CFOMarie Thibault - Managing Director Conference Call Participants Brooks O'Neil - Senior Research AnalystJason Wittes - Managing Director & Senior Research Analyst Operator Good day, and welcome to the Accuray Third Quarter Fiscal twenty twenty five Financial Results Conference Call. All participants will be in a ...

Financial Data and Key Metrics Changes - Revenue for Q3 FY 2025 was $113 million, up 12% year-over-year and up 14% on a constant currency basis [16] - Adjusted EBITDA for the quarter was $6 million, compared to $1.1 million in the prior year, driven by higher volume, pricing, and operational improvements [8][19] - Operating income for the quarter was $1 million, compared to an operating loss of $4.6 million from the prior year [19] Business Line Data and Key Metrics Changes - Product revenue for Q3 was $57 million, up 16% year-over-year, reflecting a 23% increase in unit volume [17] - Service revenue for the quarter was $56 million, up 9% year-over-year [17] - The service business represented approximately 49% of total revenue and 59% of gross margin for the quarter [8] Market Data and Key Metrics Changes - Book to bill ratio was over 1.2, indicating healthy customer demand across both developed and emerging markets [9] - Approximately 35% of order growth was driven by the replacement of aged equipment [9] - The company reported a backlog of approximately $452 million, with zero order cancellations in the quarter [18] Company Strategy and Development Direction - The company aims to be the most reliable global partner in radiation therapy treatment technology, focusing on operational efficiency and customer partnerships [6][7] - Investments in ERP and talent are expected to enhance adaptability and capabilities in a rapidly changing global market [7] - The service business is anticipated to be a growth engine and primary catalyst for expanding margins [10] Management's Comments on Operating Environment and Future Outlook - Management noted lower visibility on near-term growth in revenues and earnings due to global trade circumstances [5] - Despite challenges, management expressed confidence in emerging stronger and more resilient from the current environment [6] - The company expects a potential negative impact of $10 million to $15 million in Q4 revenue due to tariffs, primarily affecting product sales in China [12][21] Other Important Information - The company is exploring various mitigation actions to offset tariff impacts, including establishing a foreign trade zone and developing secondary domestic sources [11] - Total cash and cash equivalents amounted to $79 million, up from $64 million at the end of the last quarter [20] Q&A Session Summary Question: Impact of deferred China adjusted EBITDA - Management confirmed that product margins were affected by higher margin deferral on China, with product margins at 22.7% for the quarter [26][27] Question: Potential impact in markets like India and South America - Management indicated that while the China impact is significant, they see strength in other regions, including India and non-China APAC markets [28][29] Question: Scenarios regarding tariff exemptions for medical products in China - Management is working closely with their China JV to seek a tariff exemption but noted uncertainty regarding the timeline and probability of success [31][34] Question: Future activity in China and potential impacts - Management stated that they are conducting internal scenario planning and will provide more clarity in future calls [38] Question: Focus on emerging markets - Management confirmed a strategic focus on both developed and emerging markets, leveraging opportunities in regions like the UK and non-China APAC [39][41]

报名：首届全球眼科大会 | 议程更新 那么，本次 医学影像展区 都将展出哪些创新产品呢？一起来看看吧！ # GE医疗 展位 ：3R13 展品 ： "英雄"磁共振结合"Sonic深度学习平台" GE医疗 是一家全球领先的医疗科技、诊断药物和数字化解决方案的创新企业，致力于通过整合解决方案和服 务提升医疗效率和精准度。公司业务遍及 160多个国家和地区 ，年营收超196亿美元，拥有全球员工51,000 名。 GE医疗的 SIGNA Hero磁共振设备通过搭载人工智能深度学习Sonic平台 ，实现了"脑心同治"理念的落地。该 设备将传统超过一小时的检查时间缩短至半小时，仅需一次造影剂注射即可完成脑心联合评估，大幅提升检查 效率和成功率。此外，SIGNA Hero还具备 高分辨斑块成像功能 ，能够评估缺血性脑卒中和心脏病风险，为不 明原因卒中患者提供全面诊断信息。 基于SIGNA Hero的脑心同治及肿瘤精准诊疗应用方案已入选《2024年高端医疗装备推广应用项目》，并由天 津医科大学总医院牵头，联合多家医院进行临床应用研究。 # 飞利浦医疗 报名：首届全球骨科大会 | 议程更新 报名：首届全球心血管大会 | 奖项申报 ...

报名：首届全球眼科大会 | 议程更新 报名：首届全球心血管大会 | 奖项申报 报名：首届全球骨科大会 | 奖项评选 合作伙伴征集：2025全球手术机器人大会 2025年4月8日至11日， 第91届中国国际医疗器械（春季）博览会（CMEF） 将在上海国家会展中心拉开帷幕。作为亚太地区规模最大的医疗科技展会，CMEF始终 是行业风向标，不仅汇聚全球创新技术，更见证着产业发展的新趋势。本届展会预计吸引 全球30多个国家和地区的近 5000家 企业，携 数万款 前沿产品集中亮相 ，以"创新科技，智领未来"为主题，共同探讨医疗科技的突破与未来。 CMEF不仅是一场产品与技术的集中展示，更是医疗行业生态的一次深度联动。从人工智能驱动的医学影像，到手术机器人赋能精准医疗，从智慧医院建设，到国 产医疗设备的崛起，CMEF2025通过高规格论坛、产业对话和技术展示，构建起全方位的交流平台，为行业发展提供新的思路与动能。 在这一医疗科技的年度盛会上，哪些企业将携最新技术亮相？哪些创新产品值得重点关注？ 思宇梳理了本届CMEF的亮点企业，一起来看它们如何在这场科技盛宴 中抢占先机！ P.S. 展位图附于文末，感兴趣的读者可按图索骥 ...