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Accuray Incorporated (ARAY) Q1 2025 Earnings Call Transcript Summary

Accuray Incorporated (ARAY) Q1 2025 Earnings Call Transcript Summary

精确射线股份有限公司(ARAY)2025年第一季度业绩会交流摘要
moomoo AI ·  11/06 22:37  · 电话会议

The following is a summary of the Accuray Incorporated (ARAY) Q1 2025 Earnings Call Transcript:

以下是精确射线公司(Accuray Incorporated,ARAY)2025财年第一季度业绩会实录摘要:

Financial Performance:

财务表现:

  • Reported Q1 net revenue of $102 million, a slight 2% decrease year-over-year.

  • Product revenue for Q1 was $48 million, down by 9% from the previous year.

  • Service revenue saw an increase, reaching $53 million, growing at 5% year-over-year, which was supported by increased contract revenue.

  • Adjusted EBITDA for Q1 was $3.1 million, a decrease from $6.5 million year-over-year.

  • Gross margin for the quarter stood at 33.9%, down from 38% in the previous year.

  • 报告显示第一季度净营业收入为10200万美元,同比略减2%。

  • 第一季度产品营业收入为4800万美元,较去年同期下降9%。

  • 服务营业收入实现增长,达到5300万美元,同比增长5%,主要得益于合同收入增加。

  • 第一季度调整后的EBITDA为310万美元,同比下降自650万美元。

  • 本季度毛利率为33.9%,较去年同期的38%有所下降。

Business Progress:

业务进展:

  • Strong performance in China with 30% revenue growth year-over-year, driven by Tomo C and consistent demand in Type A and B markets.

  • Expansion in APAC, including first shipments of VitalHold and CyberKnife S7 to new markets like Thailand and the Philippines.

  • Revenue in the Americas up 2% year-over-year, driven by increased product shipments.

  • Helix platform received CE Mark, targeting Indian and other emerging markets, with orders expected to convert to revenue in the coming quarters.

  • 中国表现强劲,营业收入同比增长30%,受Tomo C和A型、B型市场稳定需求推动。

  • 在亚太地区扩张,包括首次向泰国和菲律宾等新市场交付VitalHold和CyberKnife S7。

  • 美洲的营业收入同比增长2%,受产品出货量增加推动。

  • Helix 平台获得CE认证,面向印度和其他新兴市场,预计订单将在未来几个季度转化为营业收入。

Opportunities:

机会:

  • Continued expansion and market penetration in high-growth emerging markets such as China and India are expected to drive future growth.

  • The introduction of new products like Helix for emerging markets and advanced service offerings like Cybercomm are set to enhance revenue streams from both equipment sales and service contracts.

  • 预计在高增长的新兴市场(如中国和印度)持续扩张和市场渗透将推动未来增长。

  • 推出针对新兴市场的新产品(如Helix)和高级服务提供,如Cybercomm,旨在增强来自设备销售和服务合同的营业收入流。

Risks:

风险:

  • Regional performance variability, such as the 35% revenue decline year-over-year in the EIMEA region and similar trends in Japan, underscores the challenges in maintaining consistent growth across all markets.

  • Extended sales cycles and the timing of installations could impact revenue recognition and financial performance in upcoming quarters.

  • 区域型绩效变动性,例如EIMEA地域板块年同比营业收入下降35%,日本地域板块类似趋势,凸显在所有市场保持一致增长的挑战。

  • 延长销售周期和安装时间可能影响未来季度的营业收入确认和财务绩效。

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