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Earnings Call Summary | Spectral AI(MDAI.US) Q4 2023 Earnings Conference

Earnings Call Summary | Spectral AI(MDAI.US) Q4 2023 Earnings Conference

業績電話會議摘要 | Spectral AI (MDAI.US) 2023 年第四季度業績會議
moomoo AI ·  03/27 21:08  · 電話會議

The following is a summary of the Spectral AI, Inc. (MDAI) Q4 2023 Earnings Call Transcript:

以下是Spectral AI, Inc.(MDAI)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Spectral AI reported Q4 2023 R&D revenue of $5.3 million, a decrease compared to $6.1 million in the previous year, mainly due to the completion of the BARDA Burn 2 contract.

  • Gross margin for the quarter increased to 46.1%, due to the elevated reimbursement rate from the new governmental contract.

  • Full year 2023 R&D revenue was $18.1 million, showing a decrease of 28.8% from 2022's $25.4 million.

  • Cash on hand as of December 31, 2023 was $4.8 million.

  • Despite a challenging 2023, the company's financial position seems solid, forecasted revenue for 2024 is approximately $28 million, a potential increase of 55% from 2023.

  • Spectral AI報告稱,2023年第四季度研發收入爲530萬美元,與去年的610萬美元相比有所下降,這主要是由於BARDA Burn 2合同的完成。

  • 由於新的政府合同提高了報銷率,該季度的毛利率增至46.1%。

  • 2023年全年研發收入爲1,810萬美元,較2022年的2540萬美元下降了28.8%。

  • 截至2023年12月31日,手頭現金爲480萬美元。

  • 儘管2023年充滿挑戰,但該公司的財務狀況似乎穩健,預計2024年的收入約爲2,800萬美元,可能比2023年增長55%。

Business Progress:

業務進展:

  • The company is working on burn and diabetic foot ulcers (DFUs) with the DeepView platform, and sees possibilities to expand the platform for multiple clinical indications.

  • Spectral AI was awarded the largest ever government contract, Project BioShield, valued at up to $150 million in 2023.

  • In early 2024, enrollment began for a pivotal study to validate the DeepView System for burns.

  • Spectral AI received authorization to commence sales of the DeepView System for burns in the UK and expects to generate revenue from such sales in H2 2024.

  • In Q1 2024, a new contract was secured from the US government for a handheld version of the DeepView system.

  • Investments continue in AI technology and the company aims to deliver revenue through device sales and annual annuity revenue via subscription services.

  • Regulatory filings for the DeepView System for burns and DFUs in the US and UK are planned for 2025 and 2026 respectively, with commercial revenues from four platforms expected by 2026.

  • 該公司正在使用DeepView平台研究燒傷和糖尿病足潰瘍(DFU),並認爲有可能將該平台擴展到多種臨床適應症。

  • Spectral AI獲得了有史以來最大的政府合同——生物盾牌項目,該合同在2023年價值高達1.5億美元。

  • 2024年初,一項關鍵研究開始入組,該研究旨在驗證DeepView系統的燒傷情況。

  • Spectral AI獲准在英國開始銷售用於燒傷的DeepView系統,預計將在2024年下半年從此類銷售中獲得收入。

  • 2024年第一季度,美國政府簽訂了一份新的手持版DeepView系統合同。

  • 對人工智能技術的投資仍在繼續,該公司的目標是通過設備銷售提供收入,通過訂閱服務提供年度年金收入。

  • 計劃分別於2025年和2026年在美國和英國對DeepView系統的燒傷和DFU進行監管申報,預計到2026年將有四個平台的商業收入。

More details: Spectral AI IR

更多詳情: 光譜人工智能紅外

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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