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any early evidence of whether these docs who are using NOAA are still doing 1 or 2 refinements in an a la carte way?
But what do you think the difference is in the U.S. or North America versus rest of world? Is it just all consumer? Is it competition?
the retail business got a little better. Just any kind of commentary or any kind of color you can provide to flesh that U. S. Retail business or North American retail business out in the period?
is that early traction with NOAA? Is it some HFD tailwinds? Is it ClinCheck Live early traction? Just what's really driving that improvement on the side
Any change in behavior? Did any of that clear itself up a little bit? Did it get a little worse?
on EMEA and APAC, I think I heard you say up double digits year-over-year in both markets on Clear Aligner volumes. Just one, want to confirm that was the case on a year-over-year basis
I'm not so sure it's the patients pulling back as much. And of course, you have data that maybe does show it's the patients, too
does this accelerate your move at all to direct fab printing?
I think ASPs were down 8.2% year-over-year, not sequentially, 8.2% year-over-year this quarter
my math would put currency at almost a 3, 3.5 point headwind in 1Q to both ASPs and global revenue. Am I close on that?
But how much is currency weighing there? And then how much of the incremental direct fab investments potentially weighing this year on gross or overall margin?
How is that plan going so far? Maybe update us on the MyDay -- clariti to MyDay transition. Just in general, it still feels like your results are maybe lagging the market here a little bit
you reported a 10% calendar 4Q number. I think over the last 3 quarters, you've been about 3%, 3.5% for CVI. So one, can you reconcile that 10% number versus the last few quarters at 3%?
if you did 5% growth in calendar 3Q, Al, and you did 3.2% in fiscal Q4, it would seem to imply a pretty weak October
for how much Clarity was down? And I think that's been about a $400 million annualized line for you guys. What is maybe the floor on that?
why does that not translate to then a nicer inflection in 4Q and in kind of the 4Q CVI number coming down? It just seems like there's an extended period where we're not getting MyDay benefit, but d...
Are you seeing that from some of your largest competitors, some of those pricing actions? Is that local competitors?
it does seem like channel inventory has really been making it hard to compare your growth rates versus others. The last couple of quarters when we just look at revenue reported from the different c...
on private label, how has that been growing each of the last couple of years relative to your branded business? Faster, slower, about the same?
As you talk about now some of those MyDay manufacturing constraints coming off, I guess I am wondering, are there markets that you have been out of for six, twelve, eighteen months that you could g...
I just want to confirm the lightness in the market, softness in the market that you were seeing in October into the first couple of weeks of November. Is that different than the MiSight inventory r...
the U.S. market is getting a little bit more competitive or there's just lots of new products coming out from a lot of good manufacturers
Are you inching closer? Is there progress or any even body language or gut feel on moving towards some basal coverage in some of the other bigger markets where we do not have it outside the U.S. at...
you also mentioned your installed base being an important driver of growth. Just how stable that T1 and IIT T2 user base has been now as Libre three is starting to launch
we should still be kind of in that very low 60% range, maybe even upper 50s for the second quarter and then you get to the mid-60s in the back half
where do you think that goes? You said it falls off in the one Q. Does it fall to low double digits
How do you think about building and investing in the muscle memory of this company so we can get back to kind of that upper single, low double-digit EPS growth
should we get that kind of build that in a sequential basis kind of on a steady state, growing it consistently throughout the year by quarter
In that $200 million now in op income cost savings, are you expecting that to be, one, a net number then inclusive of any kind of reinvestments back into the business
How much of the 110 basis points of gross margin pressure this quarter in 2Q was maybe glove-related with promotional activity
whether these initiatives might bring chunkier cost savings, some big cost savings initially in the first year or two
we saw the 8-K on Friday, it looks like Max has now joined the Board. I don't think I've seen if Dan has yet joined the Board
What were you at run rate wise coming out of 1Q, just as I think about how to layer in maybe that $90 million to $100 million in savings over the next three quarters
talk to me maybe just about share dynamics in the fourth quarter and share dynamics expected in 2025
what happened in fourth quarter, I guess, that drove those revenues 500 basis points below the low end of the guidance
You said net pricing was up in the U.S. in 1Q. I just want to make sure that's net. That's not a WACC comment that's actually net of rebates up in 1Q
utilization when I'm an 5 user is stable, but more of those type 2s may be dropping out after 3 or 6 or 9 months or whatever, not sticking with it. Is that the way to think about what you're trying...
What do you think is the most underappreciated part of the Insulin story at this point, especially from an investor perspective
kind of early thoughts you have on how you protect and maybe even extend your competitive moat there on the patch pump side
your overall framework and how you think about guidance, do you like to set guidance at realistic numbers? Are they numbers that you feel maybe a little aggressive, a little conservative
It would imply a second half kind of in that lower double digit, maybe even below the low teens. Sure feels like conservatism there
how you're hearing the next layer down of docs talk about T2 at this point
Are you excluding those costs from non-GAAP EPS and margins
Just any kind of color you could provide there. I would assume that's probably more on the capital side, maybe than on the implant side