<p>Impedimed Limited 最近的财报电话会议传达了复杂的情绪，突显了显著的成就和显著的挑战。公司庆祝了报销覆盖和收入增长的进展，但在美国销售、现金流问题以及货币波动的不利影响方面面临困难。</p>
<h2>报销覆盖的增加</h2>
<p>Impedimed Limited 宣布其 BIS 技术的报销覆盖大幅扩展，被认为是医疗上必要的。在报销覆盖超过 90% 的州，自 6 月 30 日以来，覆盖率从 7% 急剧上升至 27%，展示了公司在确保其产品获得必要财务支持方面的进展。</p>
<h2>创纪录的收入成就</h2>
<p>公司实现了创纪录的季度收入 360 万美元，同比增长 33%。这一里程碑突显了 Impedimed 驱动增长和获取市场份额的能力，尽管面临更广泛的经济挑战。</p>
<h2>在美国医院的强大地位</h2>
<p>Impedimed 的 SOZO 设备在美国医疗系统中占据了强大的立足点，目前已在 25 家顶级医院中的 18 家中使用，且在全国部署了超过 600 台设备。这一广泛的采用突显了领先医疗机构对其技术的信任和依赖。</p>
<h2>心力衰竭和身体成分的积极趋势</h2>
<p>公司在心力衰竭和身体成分领域报告了令人鼓舞的发展，商业试点和市场兴趣表明未来增长的潜力。这些领域有望为 Impedimed 的战略扩展努力做出重要贡献。</p>
<h2>现金收入下降</h2>
<p>客户的现金收入环比下降 11%，这归因于收入的时机问题。这一下降给维持稳定的现金流带来了挑战，影响了公司的财务灵活性。</p>
<h2>美国销售的挑战</h2>
<p>美国销售表现未达预期，多个交易在本季度延迟并未最终确定。这一销售疲软突显了需要进行战略调整以满足市场需求并确保未来交易的必要性。</p>
<h2>经营现金流的担忧</h2>
<p>报告的经营现金流为 560 万美元，因一次性支付 110 万美元的电子元件而被夸大，引发了对在没有此类调整情况下现金流可持续性的担忧。</p>
<h2>货币波动的影响</h2>
<p>澳元的升值对现金和年度经常性收入产生了负面影响，给 Impedimed 在国际市场的财务表现带来了额外挑战。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Impedimed Limited 对其未来前景保持乐观。尽管美国销售的季度表现较弱，但公司预计将在心力衰竭和身体成分市场的战略扩展支持下实现反弹。强调财务纪律，Impedimed 旨在最大化其大部分固定成本基础上的收入，现金余额为 2300 万美元，支持 4.1 个季度的经营现金流。</p>
<p>总之，Impedimed Limited 的财报电话会议反映了成就与挑战的平衡。虽然公司在报销覆盖和收入增长方面取得了显著进展，但在美国销售和现金流管理方面仍面临持续的困难。前瞻性指导表明对未来增长的乐观，推动因素为战略市场扩展和财务纪律。</p>

<p>Impedimed Limited 的财报电话会议透露了混合的情绪，庆祝其收入同比增长 33%，达到 360 万美元，并且其 BIS 技术的报销覆盖范围有所增加。然而，挑战包括现金收入下降 11%、美国销售表现不佳，以及对运营现金流可持续性的担忧。公司对未来增长持乐观态度，特别是在心力衰竭和身体成分市场，现金余额为 2300 万美元。尽管面临困难，Impedimed 仍计划进行战略扩展和财务纪律，以提升收入</p>

<p>Impedimed Limited’s recent earnings call conveyed a mixed sentiment, highlighting both significant achievements and notable challenges. The company celebrated advancements in reimbursement coverage and revenue growth, yet faced hurdles in U.S. sales, cash flow issues, and adverse effects from currency fluctuations.</p>
<div class="lb-trans"><p>Impedimed Limited 最近的财报电话会议传达了复杂的情绪，突显了显著的成就和显著的挑战。公司庆祝了报销覆盖和收入增长的进展，但在美国销售、现金流问题以及货币波动的不利影响方面面临困难。</p>
</div><h2>Increased Reimbursement Coverage</h2>
<div class="lb-trans"><h2>报销覆盖的增加</h2>
</div><p>Impedimed Limited announced a substantial expansion in reimbursement coverage for its BIS technology, deemed medically necessary. The coverage in states with over 90% increased dramatically from 7% to 27% since June 30, showcasing the company’s progress in securing essential financial support for its offerings.</p>
<div class="lb-trans"><p>Impedimed Limited 宣布其 BIS 技术的报销覆盖大幅扩展，被认为是医疗上必要的。在报销覆盖超过 90% 的州，自 6 月 30 日以来，覆盖率从 7% 急剧上升至 27%，展示了公司在确保其产品获得必要财务支持方面的进展。</p>
</div><h2>Record Revenue Achievement</h2>
<div class="lb-trans"><h2>创纪录的收入成就</h2>
</div><p>The company achieved a record quarterly revenue of $3.6 million, marking a 33% increase year-on-year. This milestone underscores Impedimed’s ability to drive growth and capture market share, despite facing broader economic challenges.</p>
<div class="lb-trans"><p>公司实现了创纪录的季度收入 360 万美元，同比增长 33%。这一里程碑突显了 Impedimed 驱动增长和获取市场份额的能力，尽管面临更广泛的经济挑战。</p>
</div><h2>Strong Position in U.S. Hospitals</h2>
<div class="lb-trans"><h2>在美国医院的强大地位</h2>
</div><p>Impedimed’s SOZO devices have secured a strong foothold in the U.S. healthcare system, now present in 18 of the top 25 hospitals and with over 600 devices deployed across the country. This widespread adoption highlights the trust and reliance placed on their technology by leading healthcare institutions.</p>
<div class="lb-trans"><p>Impedimed 的 SOZO 设备在美国医疗系统中占据了强大的立足点，目前已在 25 家顶级医院中的 18 家中使用，且在全国部署了超过 600 台设备。这一广泛的采用突显了领先医疗机构对其技术的信任和依赖。</p>
</div><h2>Positive Trends in Heart Failure and Body Composition</h2>
<div class="lb-trans"><h2>心力衰竭和身体成分的积极趋势</h2>
</div><p>The company reported promising developments in the heart failure and body composition segments, with commercial pilots and market interest indicating potential future growth. These segments are poised to contribute significantly to Impedimed’s strategic expansion efforts.</p>
<div class="lb-trans"><p>公司在心力衰竭和身体成分领域报告了令人鼓舞的发展，商业试点和市场兴趣表明未来增长的潜力。这些领域有望为 Impedimed 的战略扩展努力做出重要贡献。</p>
</div><h2>Decline in Cash Receipts</h2>
<div class="lb-trans"><h2>现金收入下降</h2>
</div><p>Cash receipts from customers saw an 11% decline quarter-on-quarter, attributed to the timing of receipts. This decrease presents a challenge in maintaining steady cash flow, impacting the company’s financial flexibility.</p>
<div class="lb-trans"><p>客户的现金收入环比下降 11%，这归因于收入的时机问题。这一下降给维持稳定的现金流带来了挑战，影响了公司的财务灵活性。</p>
</div><h2>Challenges in U.S. Sales</h2>
<div class="lb-trans"><h2>美国销售的挑战</h2>
</div><p>U.S. sales performance fell short of expectations, with several deals delayed and not finalized within the quarter. This softness in sales highlights the need for strategic adjustments to meet market demands and secure future deals.</p>
<div class="lb-trans"><p>美国销售表现未达预期，多个交易在本季度延迟并未最终确定。这一销售疲软突显了需要进行战略调整以满足市场需求并确保未来交易的必要性。</p>
</div><h2>Operating Cash Flow Concerns</h2>
<div class="lb-trans"><h2>经营现金流的担忧</h2>
</div><p>The reported operating cash flow of $5.6 million was inflated by a one-off payment of $1.1 million for electronic components, raising concerns about the sustainability of cash flow without such adjustments.</p>
<div class="lb-trans"><p>报告的经营现金流为 560 万美元，因一次性支付 110 万美元的电子元件而被夸大，引发了对在没有此类调整情况下现金流可持续性的担忧。</p>
</div><h2>Impact of Currency Fluctuations</h2>
<div class="lb-trans"><h2>货币波动的影响</h2>
</div><p>The strengthening Australian dollar negatively impacted cash and annual recurring revenue, posing additional challenges to Impedimed’s financial performance in the international market.</p>
<div class="lb-trans"><p>澳元的升值对现金和年度经常性收入产生了负面影响，给 Impedimed 在国际市场的财务表现带来了额外挑战。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Impedimed Limited remains optimistic about its future prospects. Despite a softer quarter for U.S. sales, the company anticipates a rebound supported by strategic expansions in heart failure and body composition markets. Emphasizing financial discipline, Impedimed aims to maximize revenue across its largely fixed cost base, with a cash balance of $23 million supporting 4.1 quarters of operating cash flow.</p>
<div class="lb-trans"><p>展望未来，Impedimed Limited 对其未来前景保持乐观。尽管美国销售的季度表现较弱，但公司预计将在心力衰竭和身体成分市场的战略扩展支持下实现反弹。强调财务纪律，Impedimed 旨在最大化其大部分固定成本基础上的收入，现金余额为 2300 万美元，支持 4.1 个季度的经营现金流。</p>
</div><p>In summary, Impedimed Limited’s earnings call reflected a balance of achievements and challenges. While the company made significant strides in reimbursement coverage and revenue growth, it faces ongoing hurdles in U.S. sales and cash flow management. The forward-looking guidance suggests optimism for future growth, driven by strategic market expansions and financial discipline.</p>
<div class="lb-trans"><p>总之，Impedimed Limited 的财报电话会议反映了成就与挑战的平衡。虽然公司在报销覆盖和收入增长方面取得了显著进展，但在美国销售和现金流管理方面仍面临持续的困难。前瞻性指导表明对未来增长的乐观，推动因素为战略市场扩展和财务纪律。</p>
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Impedimed Limited 的财报电话会议：情绪复杂与战略洞察