Omnicell(US:OMCL)2025-10-30 12:30Company Strategy & Vision - Omnicell's growth strategy focuses on connecting the health network, disrupting pharmacy care with innovation, and growing where care is delivered[12] - The company aims to transform pharmacy care through outcomes-centric solutions, combining robotics, software, expert services, and analytics[13] - Omnicell is executing on its goal to advance the industry-defined vision of the Autonomous Pharmacy[30] Financial Performance & Metrics - Q3 2025 total revenues reached $311 million, a 10% year-over-year increase[71] - Non-GAAP gross margin for Q3 2025 was 442%, a decrease of 30 basis points year-over-year[71] - Non-GAAP operating expenses for Q3 2025 were $110 million, a 9% increase year-over-year[71] - Non-GAAP EBITDA for Q3 2025 was $41 million, a 6% increase year-over-year[71] - Non-GAAP diluted earnings per share for Q3 2025 were $051, a decrease of $005 year-over-year[71] - The company projects total year 2025 revenue between $1177 billion and $1187 billion, a 6% year-over-year change at the midpoint[72] - The company projects product bookings between $500 million and $550 million for TY-2025[78] - The company projects annual recurring revenue (ARR) between $610 million and $630 million for TY-2025[78] Recurring Revenue & SaaS - SaaS and Expert Services are projected to be 22% of total revenue in 2025[9, 27]