<p>Impedimed Limited 最近的財報電話會議傳達了複雜的情緒，突顯了顯著的成就和顯著的挑戰。公司慶祝了報銷覆蓋和收入增長的進展，但在美國銷售、現金流問題以及貨幣波動的不利影響方面面臨困難。</p>
<h2>報銷覆蓋的增加</h2>
<p>Impedimed Limited 宣佈其 BIS 技術的報銷覆蓋大幅擴展，被認為是醫療上必要的。在報銷覆蓋超過 90% 的州，自 6 月 30 日以來，覆蓋率從 7% 急劇上升至 27%，展示了公司在確保其產品獲得必要財務支持方面的進展。</p>
<h2>創紀錄的收入成就</h2>
<p>公司實現了創紀錄的季度收入 360 萬美元，同比增長 33%。這一里程碑突顯了 Impedimed 驅動增長和獲取市場份額的能力，儘管面臨更廣泛的經濟挑戰。</p>
<h2>在美國醫院的強大地位</h2>
<p>Impedimed 的 SOZO 設備在美國醫療系統中佔據了強大的立足點，目前已在 25 家頂級醫院中的 18 家中使用，且在全國部署了超過 600 台設備。這一廣泛的採用突顯了領先醫療機構對其技術的信任和依賴。</p>
<h2>心力衰竭和身體成分的積極趨勢</h2>
<p>公司在心力衰竭和身體成分領域報告了令人鼓舞的發展，商業試點和市場興趣表明未來增長的潛力。這些領域有望為 Impedimed 的戰略擴展努力做出重要貢獻。</p>
<h2>現金收入下降</h2>
<p>客户的現金收入環比下降 11%，這歸因於收入的時機問題。這一下降給維持穩定的現金流帶來了挑戰，影響了公司的財務靈活性。</p>
<h2>美國銷售的挑戰</h2>
<p>美國銷售表現未達預期，多個交易在本季度延遲並未最終確定。這一銷售疲軟突顯了需要進行戰略調整以滿足市場需求並確保未來交易的必要性。</p>
<h2>經營現金流的擔憂</h2>
<p>報告的經營現金流為 560 萬美元，因一次性支付 110 萬美元的電子元件而被誇大，引發了對在沒有此類調整情況下現金流可持續性的擔憂。</p>
<h2>貨幣波動的影響</h2>
<p>澳元的升值對現金和年度經常性收入產生了負面影響，給 Impedimed 在國際市場的財務表現帶來了額外挑戰。</p>
<h2>前瞻性指導</h2>
<p>展望未來，Impedimed Limited 對其未來前景保持樂觀。儘管美國銷售的季度表現較弱，但公司預計將在心力衰竭和身體成分市場的戰略擴展支持下實現反彈。強調財務紀律，Impedimed 旨在最大化其大部分固定成本基礎上的收入，現金餘額為 2300 萬美元，支持 4.1 個季度的經營現金流。</p>
<p>總之，Impedimed Limited 的財報電話會議反映了成就與挑戰的平衡。雖然公司在報銷覆蓋和收入增長方面取得了顯著進展，但在美國銷售和現金流管理方面仍面臨持續的困難。前瞻性指導表明對未來增長的樂觀，推動因素為戰略市場擴展和財務紀律。</p>

<p>Impedimed Limited 的財報電話會議透露了混合的情緒，慶祝其收入同比增長 33%，達到 360 萬美元，並且其 BIS 技術的報銷覆蓋範圍有所增加。然而，挑戰包括現金收入下降 11%、美國銷售表現不佳，以及對運營現金流可持續性的擔憂。公司對未來增長持樂觀態度，特別是在心力衰竭和身體成分市場，現金餘額為 2300 萬美元。儘管面臨困難，Impedimed 仍計劃進行戰略擴展和財務紀律，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 最近的財報電話會議傳達了複雜的情緒，突顯了顯著的成就和顯著的挑戰。公司慶祝了報銷覆蓋和收入增長的進展，但在美國銷售、現金流問題以及貨幣波動的不利影響方面面臨困難。</p>
</div><h2>Increased Reimbursement Coverage</h2>
<div class="lb-trans"><h2>報銷覆蓋的增加</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 宣佈其 BIS 技術的報銷覆蓋大幅擴展，被認為是醫療上必要的。在報銷覆蓋超過 90% 的州，自 6 月 30 日以來，覆蓋率從 7% 急劇上升至 27%，展示了公司在確保其產品獲得必要財務支持方面的進展。</p>
</div><h2>Record Revenue Achievement</h2>
<div class="lb-trans"><h2>創紀錄的收入成就</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>公司實現了創紀錄的季度收入 360 萬美元，同比增長 33%。這一里程碑突顯了 Impedimed 驅動增長和獲取市場份額的能力，儘管面臨更廣泛的經濟挑戰。</p>
</div><h2>Strong Position in U.S. Hospitals</h2>
<div class="lb-trans"><h2>在美國醫院的強大地位</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 設備在美國醫療系統中佔據了強大的立足點，目前已在 25 家頂級醫院中的 18 家中使用，且在全國部署了超過 600 台設備。這一廣泛的採用突顯了領先醫療機構對其技術的信任和依賴。</p>
</div><h2>Positive Trends in Heart Failure and Body Composition</h2>
<div class="lb-trans"><h2>心力衰竭和身體成分的積極趨勢</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體成分領域報告了令人鼓舞的發展，商業試點和市場興趣表明未來增長的潛力。這些領域有望為 Impedimed 的戰略擴展努力做出重要貢獻。</p>
</div><h2>Decline in Cash Receipts</h2>
<div class="lb-trans"><h2>現金收入下降</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>客户的現金收入環比下降 11%，這歸因於收入的時機問題。這一下降給維持穩定的現金流帶來了挑戰，影響了公司的財務靈活性。</p>
</div><h2>Challenges in U.S. Sales</h2>
<div class="lb-trans"><h2>美國銷售的挑戰</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>美國銷售表現未達預期，多個交易在本季度延遲並未最終確定。這一銷售疲軟突顯了需要進行戰略調整以滿足市場需求並確保未來交易的必要性。</p>
</div><h2>Operating Cash Flow Concerns</h2>
<div class="lb-trans"><h2>經營現金流的擔憂</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>報告的經營現金流為 560 萬美元，因一次性支付 110 萬美元的電子元件而被誇大，引發了對在沒有此類調整情況下現金流可持續性的擔憂。</p>
</div><h2>Impact of Currency Fluctuations</h2>
<div class="lb-trans"><h2>貨幣波動的影響</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>澳元的升值對現金和年度經常性收入產生了負面影響，給 Impedimed 在國際市場的財務表現帶來了額外挑戰。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>展望未來，Impedimed Limited 對其未來前景保持樂觀。儘管美國銷售的季度表現較弱，但公司預計將在心力衰竭和身體成分市場的戰略擴展支持下實現反彈。強調財務紀律，Impedimed 旨在最大化其大部分固定成本基礎上的收入，現金餘額為 2300 萬美元，支持 4.1 個季度的經營現金流。</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>總之，Impedimed Limited 的財報電話會議反映了成就與挑戰的平衡。雖然公司在報銷覆蓋和收入增長方面取得了顯著進展，但在美國銷售和現金流管理方面仍面臨持續的困難。前瞻性指導表明對未來增長的樂觀，推動因素為戰略市場擴展和財務紀律。</p>
</div>

Impedimed Limited 的財報電話會議：情緒複雜與戰略洞察