Zynex(ZYXI)

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Zynex(ZYXI) - 2025 Q1 - Earnings Call Transcript
2025-04-30 08:50
财务数据和关键指标变化 - 2025年第一季度净收入为2660万美元,2024年第一季度为4650万美元,收入下降主要归因于TRICARE的临时付款暂停、专注销售代表生产力导致的订单增长放缓以及销售人数减少 [20] - 2025年第一季度设备收入为1190万美元,耗材收入为1470万美元 [20] - 2025年第一季度毛利润为1820万美元,占收入的69%;2024年第一季度为3720万美元,占收入的80% [20] - 2025年第一季度销售和营销费用降至1690万美元,降幅28%,主要因人员减少 [21] - 2025年第一季度G&A费用为1440万美元,2024年为1330万美元 [21] - 2025年第一季度净亏损1040万美元,每股亏损0.33美元;2024年为净收入1万美元 [21] - 截至2025年3月31日的三个月调整后EBITDA亏损1180万美元,2024年同期为170万美元 [21] - 公司维持了4000万美元的营运资金和2400万美元的现金的强劲资产负债表 [22] - 预计第二季度收入为2700万美元,每股收益亏损0.20美元 [26] 各条业务线数据和关键指标变化 - 2025年第一季度非NexWave产品订单百分比从去年的平均30%增至34% [14] 公司战略和发展方向和行业竞争 - 公司正进行业务重组,以应对最坏情况下失去TRICARE业务,削减组织中多余部分并调整业务领域,预计今年晚些时候完成后重回增长轨道 [9] - 重新聚焦销售团队于新的收入机会,即使没有TRICARE患者也能实现增长,通过增加高效销售代表推动业务发展 [9] - 继续向开处方者推广支撑产品等其他产品 [10] - 完成并通过了Nico脉搏血氧仪的所有EMC和安全测试,预计将在一周多后提交FDA,该产品无肤色偏见,能准确测量多种血红蛋白水平,有望取代旧技术脉搏血氧仪 [10] - 开展早期宣传教育活动,针对全国医生,为Nico脉搏血氧仪商业化做准备,目标是建立有兴趣的医生管道,以便在FDA批准后评估和使用该产品 [18] 管理层对经营环境和未来前景的评论 - 公司股价目前较低,可能低于合理水平,主要受TRICARE临时付款暂停和审计公司被收购引发的负面报道影响 [5] - 公司有信心扭转局面,非侵入性家庭疼痛管理设备和医院监测部门都有增长机会,收入来源也更加多元化 [11] - 尽管第一季度困难,但公司对未来增长前景乐观,有多种增长途径,使命是为患者提供高质量技术和服务 [24] - 公司将根据需要调整成本结构,长期目标是实现年收入超过8亿美元 [25] 其他重要信息 - 3月公司整体员工减少约15%,主要在公司办公室,预计每年节省约3500万美元 [13] - 除TRICARE外,公司对与各保险公司的新增长机会感到兴奋,包括个人伤害领域,该领域收入正在增长 [13] 总结问答环节所有的提问和回答 问题1: 与TRICARE的对话细节,包括拒绝承保原因、提交的证据、对6月9日决定的看法,以及与其他支付方的对话情况和是否会有多米诺效应 - 目前没有更多信息可提供,与国防卫生局会面时已展示合规论据,TRICARE付款暂停的索赔理由模糊,公司仅展示了遵守其指南和政策的情况 [30] - 目前没有与其他支付方就任何问题进行对话,这不是拒绝承保,而是临时付款暂停,TRICARE会继续处理索赔 [31] 问题2: 第一季度未达预期的原因,未提供2025年指导的原因,以及能否介绍非TRICARE业务情况 - 第一季度收入未达预期有多种因素,收入确认对支付方的变化敏感,第一季度出现了一些此类变化 [34] - 尚未提供全年指导,是在等待TRICARE问题更清晰,预计在7月公布第二季度结果时给出 [35] - 其他业务正常运营,没有特别重大的情况 [35] 问题3: 第一季度收入和第二季度指导是否包含TRICARE付款 - 第一季度收入和第二季度指导均不包含TRICARE付款 [37] 问题4: 如果结果积极,TRICARE是否会一次性支付第一季度和第二季度欠款 - 不确定支付方式,但TRICARE表示会报销未支付的索赔,部分2024年第四季度的索赔也已裁决,只是等待付款暂停决定的解除 [38][39] 问题5: 如果结果消极,是否会停止服务TRICARE患者,以及是否有弥补收入损失的计划 - 会通过重新聚焦销售团队在其他领域的业务来弥补TRICARE患者带来的收入损失 [41] 问题6: 如果Nico在2025年底前获批,预计2026年还是2027年产生有意义的销售 - 一旦获批将立即推出Nico,2026年开始产生收入,会进行可控的推出并确保为客户提供服务 [42]
ROSEN, NATIONAL TRIAL LAWYERS, Encourages Zynex, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – ZYXI
GlobeNewswire News Room· 2025-04-30 05:43
NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zynex, Inc. (NASDAQ: ZYXI) between March 13, 2023 and March 11, 2025, both dates inclusive (the “Class Period”), of the important May 19, 2025 lead plaintiff deadline. SO WHAT: If you purchased Zynex securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO NE ...
Zynex(ZYXI) - 2025 Q1 - Quarterly Report
2025-04-30 05:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38804 Zynex, Inc. (Exact name of registrant as specified in its charter) | NEVADA | 90-0275169 | | --- | --- ...
Zynex CEO eyes new growth as company pushes forward with product expansion
Proactiveinvestors NA· 2025-04-30 04:26
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Zynex(ZYXI) - 2025 Q1 - Quarterly Results
2025-04-30 04:15
Exhibit 99.1 Zynex Reports First Quarter 2025 Financial Results ENGLEWOOD, Colo., April 29, 2025 -- Zynex, Inc. (NASDAQ: ZYXI), an innovative medical technology company specializing in the manufacture and sale of non-invasive medical devices for pain management, rehabilitation, and patient monitoring, today reported its financial and operational results for the first quarter ended March 31, 2025. Management Commentary "In the first quarter of 2025, we continued to see steady orders for our pain management a ...
Zynex Reports First Quarter 2025 Financial Results
Prnewswire· 2025-04-30 04:02
ENGLEWOOD, Colo., April 29, 2025 /PRNewswire/ -- Zynex, Inc. (NASDAQ: ZYXI), an innovative medical technology company specializing in the manufacture and sale of non-invasive medical devices for pain management, rehabilitation, and patient monitoring, today reported its financial and operational results for the first quarter ended March 31, 2025.Management Commentary "In the first quarter of 2025, we continued to see steady orders for our pain management and private-labeled rehabilitation products. Total or ...
Shareholders of Zynex, Inc. Should Contact Levi & Korsinsky Before May 19, 2025 to Discuss Your Rights - ZYXI
Prnewswire· 2025-04-29 17:45
NEW YORK, April 29, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Zynex, Inc. ("Zynex, Inc." or the "Company") (NASDAQ: ZYXI) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Zynex, Inc. investors who were adversely affected by alleged securities fraud between March 13, 2023 and March 11, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/zynex-inc-lawsuit-submission-fo ...
ZYXI LAWSUIT ALERT: The Gross Law Firm Notifies Zynex, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline
GlobeNewswire News Room· 2025-04-29 00:42
NEW YORK, April 28, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Zynex, Inc. (NASDAQ: ZYXI). Shareholders who purchased shares of ZYXI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/zynex-inc-loss-submission-form/?id=145088&from=3 CLASS PERIOD: March 13, 2023 to Marc ...
Zynex, Inc. Sued for Securities Law Violations - Investors Should Contact The Gross Law Firm Before May 19, 2025 to Discuss Your Rights - ZYXI
Prnewswire· 2025-04-28 17:45
NEW YORK, April 28, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Zynex, Inc. (NASDAQ: ZYXI).Shareholders who purchased shares of ZYXI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/zynex-inc-loss-submission-form/?id=145052&from=4CLASS PERIOD: March 13, 2023 to March 11, 20 ...
NASDAQ: ZYXI DEADLINE REMINDER: Berger Montague Reminds Zynex (NASDAQ: ZYXI) Investors of Important Class Action Lawsuit Deadline
Prnewswire· 2025-04-24 23:33
PHILADELPHIA, April 24, 2025 /PRNewswire/ -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against Zynex, Inc. ("Zynex" or the "Company") (NASDAQ: ZYXI) on behalf of purchasers of Zynex securities between March 13, 2023 through March 11, 2025, inclusive (the "Class Period").Investor Deadline: Investors who purchased or acquired Zynex securities during the Class Period may, no later than MAY 19, 2025, seek to be appointed as a lead plaintiff representative of the ...