Accuray Incorporated (ARAY) Q4 2024 Earnings Call Transcript Summary
Accuray Incorporated (ARAY) Q4 2024 Earnings Call Transcript Summary
The following is a summary of the Accuray Incorporated (ARAY) Q4 2024 Earnings Call Transcript:
以下是Accuray Incorporated（ARAY）2024年第四季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
Accuray reported a Q4 revenue of $134 million, up 14% year-over-year.
Full year revenue remained flat at $447 million, with product revenue contributing significantly to Q4 growth, up 28% year-over-year.
Q4 adjusted EBITDA margins were within expected range, and gross margin for the quarter was reported at 28.6%, down from 31.9% the previous year primarily due to higher margin deferral and higher parts consumption in China.
Accuray報告第四季度收入爲1.34億美元，同比增長14％。
全年收入持平至4.47億美元，產品收入爲第四季度增長做出了重大貢獻，同比增長28％。
第四季度調整後的息稅折舊攤銷前利潤率在預期範圍內，該季度的毛利率爲28.6％，低於去年的31.9％，這主要是由於利潤延期增加和中國零部件消費增加。
Business Progress:
業務進展：
Entering the Type B market in China with the final approval for the precision treatment planning system, enabling full system shipments and expected acceleration of majority shipments in Q2 FY '25.
Achieved strong global orders growth, particularly in emerging markets like APAC and Latin America, with notable success in China growing orders by 80% year-over-year.
Introduced several new products, including the CyberKnife system and the new Accuray Helix product, while continuing strategic partnerships to enhance service offerings.
隨着精準治療計劃系統的最終批准，進入中國的b型市場，實現了全系統的出貨，預計將在25財年第二季度加速大部分出貨。
實現了強勁的全球訂單增長，特別是在亞太和拉丁美洲等新興市場，中國取得了顯著成功，訂單同比增長了80％。
推出了幾款新產品，包括CyberKnife系統和新的Accuray Helix產品，同時繼續建立戰略合作伙伴關係以增強服務供應。
Opportunities:
機會：
Strong momentum and order growth in emerging markets, particularly with entry into the Type B market in China representing approximately $3 billion potential.
Expansion into value segments of radiation therapy equipment, anticipating an extended period of top-line growth.
Positive market response to recently approved products, including Tomo C in China and Accuray Helix in India, set to ship soon and expected to support future growth.
新興市場勢頭強勁，訂單增長強勁，尤其是進入中國b型市場的潛力約爲30億美元。
擴展到放射治療設備的價值細分市場，預計收入將持續增長。
市場對最近批准的產品（包括中國的Tomo C和印度的Accuray Helix）的積極反應即將上市，預計將支持未來的增長。
Risks:
風險：
Slowdown in installation timelines impacting US market recovery, with revenues significantly down by 26% compared to the prior year.
Global macroeconomic factors such as unfavorable foreign exchange and inflation impacting financial results despite operational efficiencies.
安裝時間放緩影響了美國市場的復甦，收入與去年相比大幅下降了26％。
儘管運營效率很高，但不利的外匯和通貨膨脹等全球宏觀經濟因素仍會影響財務業績。
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