TetraGraph系统
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Senzime AB (publ) (SNZZF) Q3 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2025-10-29 14:01
Core Insights - The company has achieved exceptional growth of 80% in constant currencies, with a significant increase in sensor deliveries and unit growth of 78% [2] - Underlying gross margin has improved due to decreased production costs, while operating expenses have remained stable [2] - EBITDA has increased by 20% over the first nine months of the year [2] Shipment and Installed Base - In the third quarter, the company shipped 553 monitors, bringing year-to-date shipments to 1,723 monitors compared to 776 in the previous year [3] - The installed base of TetraGraph systems continues to grow rapidly, with over 300,000 sensors shipped in the last nine months [3] Market Position - The company is recognized as one of the fastest-growing medical device companies on the NASDAQ main market, demonstrating a "hockey stick" growth pattern since product launch [4] - A strong focus on the U.S. market and a robust commercial organization have contributed to this growth [4]