Brutha stole my idea. But mine has 3 monitors and a keyboard with Starlink at the end of the end of the bed. https://t.co/8l17T2MPZX ...

Financial Data and Key Metrics Changes - The company reported Healthcare revenue of $371 million, reflecting a 10% growth on a constant currency basis, with operating margin expansion of 750 basis points [9][18] - Non-GAAP earnings per share (EPS) was $1.36, representing a 56% growth year-over-year, while GAAP net income from continuing operations was $47 million or $0.86 per share [19][20] - The net loss from discontinued operations was $218 million or $4.4 per share, including an impairment charge of $295 million related to the Audio business [20] Business Line Data and Key Metrics Changes - Consumable and service revenue grew by 8%, while capital equipment and other revenue surged by 32% due to the timing of shipments related to a large tender contract renewal [18] - The company shipped over 72,000 technology boards and monitors during the quarter, exceeding expected ranges [18] Market Data and Key Metrics Changes - The company anticipates revenue growth for fiscal 2025 to be in the range of $1.5 billion to $1.53 billion, reflecting an 8% to 11% constant currency growth compared to the previous year [20][21] - The updated guidance for operating margins is set at 28% to 28.5% excluding new tariffs, with EPS guidance of $5.3 to $5.6 [21] Company Strategy and Development Direction - The company plans to invest in its core Healthcare business to accelerate revenue growth beyond the long-standing target of 7% to 10% [13] - Strategic initiatives include upgrading existing sensors, leveraging leadership in pulse oximetry, and restructuring sales forces to be regionally focused [14] - The divestiture of the Consumer Audio business is aimed at refocusing on the Professional Healthcare business and enhancing shareholder value [10][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong performance and the ability to navigate macro uncertainties, highlighting the high recurring revenue and durable growth profile [16] - The CEO emphasized the commitment to innovation and the potential for improvement in commercial excellence [8][9] Other Important Information - The company is actively assessing the impact of potential tariffs and has developed mitigation plans to address these challenges [15][22] - A new Chief Human Resources Officer has joined the team to enhance company culture and talent development [11] Q&A Session Summary Question: Impact of large tender on revenues and margins - Management indicated that excluding the large tender, the rest of the business is performing well, with double-digit growth in consumables and services [29][30] Question: Future sales expectations - Management expects normal seasonality, with Q2 typically being flat to slightly down sequentially [32] Question: Long-term operating margin goals amid tariffs - Management remains confident in achieving long-term margin goals despite tariff impacts, with ongoing plans to mitigate these effects [42][43] Question: Use of proceeds from the sale of Sound United - The company plans to prioritize share repurchases with the proceeds from the sale, reflecting a focus on returning value to shareholders [47] Question: Hospital CapEx spending and demand - Management noted strong underlying demand and no signs of softness in the market, emphasizing the low dependency on capital equipment revenue [52] Question: Mitigation options for tariffs - Management is evaluating near-term and long-term mitigation strategies, including altering product sourcing and pricing opportunities [56][58] Question: Hemodynamic monitoring market potential - The company aims to enhance its presence in the hemodynamic monitoring market with new product launches planned for 2026 [66][68]

Core Insights - Scuderia Ferrari and HP Inc. have launched a special co-designed livery for the Miami Grand Prix, marking the first year of their title partnership [2][12] - The livery features a combination of Ferrari red and HP's signature white and electric blue, utilizing new co-engineered technologies for enhanced design and performance [3][4] Collaboration and Innovation - The development of the Miami livery exemplifies the ongoing collaboration between HP and Ferrari engineers, focusing on innovative materials and technologies [4][5] - The new film used for the car wrap is up to 14% lighter and 17% thinner than previous technologies, while being PVC-free and fully recyclable [5][6] Design and Aesthetics - The special livery includes asymmetric graphic elements for the first time in Scuderia Ferrari's history, with touches of HP's electric blue and white wheels [7][8] - This design reflects the shared ambition of both companies to push the boundaries of technology and creativity [8][15] Technological Integration - HP's technology is transforming Ferrari's working environment, with the installation of advanced laptops, monitors, and workstations to enhance productivity and collaboration [9][10] - The partnership aims to create a positive working environment, promoting fulfillment and efficiency among employees [10][16] Fan Engagement and Experience - Various activities will take place in the HP Experience area at the Wynwood Marketplace, showcasing how HP technology supports Scuderia Ferrari [13] - The drivers' race suits and helmets will also match the special livery, enhancing the overall fan experience at the Miami GP [13] Leadership Statements - HP's CEO Enrique Lores emphasized the collaboration as a testament to pushing the boundaries of technology and innovation [14] - Ferrari's CEO Benedetto Vigna highlighted the partnership's impact on daily operations and the shared vision for future advancements [16]