TransAct Technologies (NasdaqGM:TACT) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker2Greetings and welcome to the TransAct Technologies third quarter 2025 earnings call. At this time, all participants are in a listen-only mode. The question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Ryan Gardella of Inves ...

Beyond Air (NasdaqCM:XAIR) Q2 2026 Earnings Call November 10, 2025 04:30 PM ET Speaker1Good afternoon and welcome to the Beyond Air Financial Results Call for the fiscal quarter ended September 30, 2025. At this time, participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. I would like to turn the call over to Garth Russell, LifeSci Advisors. Please go ahead.Speaker2Thank you, Operator. Good afternoon, everyone, and thank you for joining us. Today, after ma ...

SI-BONE (NasdaqGM:SIBN) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker1Good afternoon, and welcome to SI-BONE's Third Quarter 2025 Earnings Conference Call. At this time, all participants are in listen-only mode. We will be participating in a question-and-answer session towards the end of today's call. As a reminder, this call is being recorded for repurposes. I'll now turn the call over to Saqib Iqbal, Vice President, FP&A Investor Relations at SI-BONE, for a few introductory comments. Please ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $10.1 million, a 10% increase year-over-year, driven by a higher number of revenue units despite a lower average selling price (ASP) [16][4] - The company delivered 186 MyoPro revenue units, up 16%, with 57% of those units from authorizations and orders received in Q3 [16] - ASP decreased by 5% year-over-year to approximately $54,300, but normalized for accounting changes, ASP increased by 3% [16][17] - Gross margin for Q3 2025 was 63.8%, down from 75.4% in the prior year, impacted by higher payroll, lease expenses, and material costs [20][21] - Operating loss for Q3 2025 was $3.5 million, compared to a loss of $1 million in the prior year [23] Business Line Data and Key Metrics Changes - International revenue reached a record $1.8 million, up 63%, primarily from Germany, representing 18% of total revenue [18] - Revenue from the O&P channel was a record $900,000, up 154% year-over-year, representing 9% of total revenue [18] - The pipeline stood at 1,669 patients, a 32% increase year-over-year, with 826 patients added in Q3 [19] Market Data and Key Metrics Changes - Medicare Part B patients represented 54% of revenue in Q3, while Medicare Advantage revenue was 18%, down 18% year-over-year due to high pre-authorization denials [17] - The company signed an additional contract with a payer, increasing covered lives to 35 million among private payers [12] Company Strategy and Development Direction - The company aims to diversify revenue streams, focusing less on advertising-driven revenues and more on the MyoPro Connect platform and O&P channel penetration [26] - Key initiatives include improving patient identification, expanding the MyoPro Connect program, and reducing operating costs [5][14] - The company is enhancing manufacturing processes to improve gross margin and operating leverage as revenues grow [14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth potential in the O&P channel and the MyoPro Connect program, expecting to see more patient pipeline adds through these channels [40] - The company reiterated its full-year 2025 revenue guidance of $40-$42 million, representing over 23% growth from the previous year [14][26] Other Important Information - The company entered into a loan agreement providing a term loan facility of $17.5 million to support growth and operational needs [25] - Cash balance as of September 30, 2025, was $20.1 million after the loan funding [25] Q&A Session Summary Question: Scale of U.S. O&P business - The company shipped approximately $900,000 worth of units, roughly 30 units, in the O&P channel during Q3 [31] Question: Customer acquisition cost improvements - The new head of marketing is reviewing the effectiveness of various advertising channels to generate more leads at a lower cost [32] Question: Backlog drop drivers - About 40% of the backlog drop was attributed to Germany, with some cleanup in the backlog during Q3 [34] Question: Future operating expenses - Operating expenses are expected to grow, but the company aims to manage them to generate operating leverage [36] Question: Pipeline adds and market saturation - Management believes there is still significant market opportunity and expects growth through innovative patient outreach [40] Question: Q4 growth expectations - Growth in Q4 is anticipated from fill units and authorizations/orders received within the quarter [42] Question: Debt decision rationale - The company believes it can manage the debt and expects to be closer to breakeven within 18 months [46] Question: O&P clinics training progress - Several hundred clinicians have undergone training, with goals to expand the number actively placing orders [54] Question: International business performance - Germany's success is attributed to a network of O&P partners and favorable reimbursement conditions [62]

Quanterix (NasdaqGM:QTRX) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker0Hello and thank you for standing by. My name is Tiffany and I will be your conference operator today. At this time I would like to welcome everyone to the Quanterix Corporation Q3 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during that time, simply press Star then the num ...

Guardian Pharmacy Services (NYSE:GRDN) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker1Good day, everyone, and welcome to Guardian Pharmacy Services' third quarter earnings call. At this time, all participants are on a listen-only mode. Later, you will have the opportunity to ask questions during the question-and-answer session. I will now hand the call over to Ashley Stockton.Speaker2Good afternoon. Thank you for participating in today's conference call. This is Ashley Stockton, Senior Director ...

Inovio Pharmaceuticals (NasdaqCM:INO) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker3Good afternoon, ladies and gentlemen, and welcome to the Inovio Q3 2025 Financial Results Conference Call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Monday, November 10, 2025. I would now like t ...

iHeartMedia (NasdaqGS:IHRT) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker0Good afternoon and welcome to iHeartMedia's Third Quarter 2025 earnings call. All participants are in a listen-only mode. After the speaker's remarks, we will have a question-and-answer session. To ask a question, please press star followed by the number one on your telephone keypad. As a reminder, this conference call is being recorded. I would now like to turn the call over to Mike McGuinness, Head of Investor Relation ...

Skye Bioscience (NasdaqGM:SKYE) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker3Ladies and gentlemen, thank you for standing by. My name is Jordan, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Skye Bioscience Q3 2025 financial results and business update call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. I would now like to turn the conference over ...

Liquidia Corp (NasdaqCM:LQDA) 2025 Conference November 10, 2025 04:15 PM ET Company ParticipantsJason Adair - Chief Business OfficerMichael Kaseta - COO and CFOModeratorThis Healthcare Conference, and the next company presenting here today is Liquidia. Really, really excited to have Michael Kaseta, who is the Chief Operating Officer and Chief Financial Officer, and Jason Adair, who is the Chief Business Officer. Thanks, guys, for joining.Michael KasetaAppreciate it.ModeratorExciting times with the story. Ye ...