Loading…
Loading…
should we assume generally the same trends stronger in international than maybe America is a little more -- I guess you're characterizing as stable in particular.
is that material enough to where that was, a factor in your guidance, or do think would have guided for like your volume trends kind of regardless of what's going on and competitor pricing front?
Just curious if that help in any notable way to help get patients across the finish line in the third quarter? Or is that still maybe going to be just a bigger factor for the fourth quarter and int...
Do you think your software volume was in line with the overall clear aligner market trend? Or do you think you're maybe losing share
if you're manufacturing in China for the Chinese market, you would essentially have 0 impact from tariffs
whether some practitioners in the US may be a little more hesitant to want to buy into the ecosystem of really any competitors that are headquartered or based outside the US
Just want to get your thoughts on that dynamic just within the just reported quarter really for any of the segments
how much of that is driven from either, you know, growth of, you know, from the existing portfolio versus new products? And also, what's your appetite for just, you know, runway to just still incre...
one of your competitors kind of divested their business recently. I'm wondering if that creates any opportunity for you if that changes the competitive landscape
Given the change in the liability classification, what should we expect for just the total net earnings or loss attributable to noncontrolling interest on the P&L for FY '26?
is there any dynamic for this year where it makes sense for the company to procure higher levels of certain product inventory
I'm curious whether you have any further color, just from your own point of view in relation, to these "illness season dynamics"
on the back of all the MFN drug-related policies from the US might be impacting pricing in Europe or the UK
should we think about the potential accretion or dilution related to any asset sales which we assume that you would most likely use sale proceeds to maybe do buybacks
it seems that brand drug manufacturers put in a bigger wave of AWP list price increases in mid-'25, really relative to any other midyear period in almost a decade
were there maybe just some customers where activity on clinical trials was subdued or was it definitely widespread phenomenon across the majority of your book
is there any update or additional comments that you have on this topic from your side, given their disclosures last month
are you able to provide more color on just each individual acquisition and how it's performing relative to those original EPS accretion guidance metrics
For the 10% that's still going to be left, just remind us again, is that really more on the supply side
Europe had a pretty strong recovery in 3Q but the U.S. market was still fairly choppy. Just curious within your dental portfolio, were you seeing similar trends
are you able to quantify the revenue opportunity tied to that partnership? And also, what's the timing of that sort of implementation
I'm curious how you think you performed just relative to the market in Dental in the first quarter
are there any learnings for Veeva Systems Inc. from all of this
just want to confirm how you're still thinking about that lumpiness for the back half of fiscal 'twenty-six
is there anything high level you can point out, you know, one or two factors that just, you know, mechanically might bring the margins back down
can you just remind us how much of that FX revenue headwind falls to the bottom-line versus some sort of natural offsets
do you guys actually look carefully at data points like that, or do you just focus more on your own customer discussions