OM
Outset Medical, Inc.3.9200
-0.0500-1.26%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
71.16MP/E (TTM)
-Basic EPS (TTM)
-11.56Dividend Yield
0%Recent Filings
10-Q
8-K
10-Q
Q2 FY2025 results
Outset Medical posted solid Q2 revenue of $31.4M, up 15% y/y and 10% q/q (derived), fueled by 20% y/y growth in product sales to $23.1M from higher consumables tied to an expanding console base, while service revenue edged up 2% y/y to $8.3M. Gross margin climbed to 37.8%, a 2.1-point y/y gain, thanks to better console pricing and lower unit costs, though offset slightly by service investments; operating loss narrowed to $16.9M from $30.8M y/y amid 29% cuts in opex to $28.7M via restructuring. Diluted EPS improved to -$1.04 from -$9.96 y/y, reflecting the March 2025 15:1 reverse stock split that boosted shares to 17.7M from 3.5M, with no anti-dilution flagged. Cash and equivalents dipped to $39.6M but total liquidity held at $187.4M including short-term investments, bolstered by $161.5M net from Series A preferred issuance (mostly converted to common) and a $100M term loan replacing prior debt, with $25M delayed draw available; free cash flow not disclosed in the 10-Q. Ongoing securities litigation risks unresolved claims over past disclosures.
8-K
Outset Q2 revenue surges 15%
Outset Medical reported Q2 2025 revenue of $31.4 million, up 15% year-over-year, fueled by 25% growth in Tablo console sales and 11% in recurring consumables to $22.5 million. Gross margin improved to 37.8%, while operating expenses dropped 29% to $28.7 million, slashing net loss to $18.5 million from $34.5 million. The company raised full-year revenue guidance to $122–$126 million, expecting high-30% non-GAAP gross margins and under $50 million cash use. Momentum builds, yet regulatory risks linger.
8-K
Outset appoints new CFO Gaeta
Outset Medical appointed Renee Gaeta as CFO effective June 3, 2025, succeeding Nabeel Ahmed who departs amicably for other opportunities. Gaeta, with prior CFO stints at Shockwave Medical and Eko Health, secures a $500,000 base salary, 50% target bonus, $2.48 million RSUs, and $620,000 PSUs tied to financial and TSR metrics. The company reiterated 2025 guidance of $115–125 million revenue and high-30% non-GAAP gross margin. New leadership bolsters growth push.
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