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DarioHealth(DRIO) - 2024 Q1 - Earnings Call Transcript
2024-05-16 00:54
财务数据和关键指标变化 - 公司Q1 2024年收入达到年化31百万美元,其中B2B2C业务收入占比约71%,是公司最大的收入来源 [14][15][17] - B2B2C业务收入有机增长超过30%,主要来自Aetna平台、现有合同扩展以及新客户启动 [17][18] - B2C业务收入约200万美元,年化收入8百万美元,已实现盈利 [25] - 商业战略收入约50万美元,预计全年收入6百万美元,主要来自与Sanofi的合作 [26][27] 各条业务线数据和关键指标变化 - B2B2C业务收入占比持续提升,已成为公司最大收入来源,预计未来两年将实现大幅增长 [17][20][51] - B2C业务收入保持稳定,已实现盈利 [25] - 商业战略收入主要来自与Sanofi的合作,预计未来将有进一步增长空间 [26][27][28] 各个市场数据和关键指标变化 - 公司已与Cigna、Elevance、Aetna等3家前8大医疗保险公司建立合作,并与亚马逊、谷歌、微软等大型雇主达成合作 [55] - 公司在2024年销售季取得显著进展,新客户数量和合同规模均大幅增加 [41][42][43] - 预计2025年将新增1家国内医疗保险公司客户,并有2家现有客户进行扩展 [46] 公司战略和发展方向及行业竞争 - 公司通过收购Twill拓展了产品线,能够为客户提供更全面的解决方案,提升了竞争力 [47][48][49][50] - 公司拥有大量用户数据,未来将通过内部服务优化和外部授权等方式进行变现 [32][33][34] - 公司正在加快整合Twill业务,预计今年底将推出首个整合产品 [49] - 公司有信心在2025年下半年实现现金流正转,主要得益于B2B2C业务收入增长和成本协同效应 [23][24][56] 管理层对经营环境和未来前景的评论 - 公司认为当前正处于业务规模扩张和盈利能力提升的关键时期 [14][53][56] - 公司看好未来两年的收入增长前景,预计2024年和2025年收入将实现大幅增长 [20][51] - 公司有信心通过B2B2C业务收入增长和成本协同效应在2025年下半年实现现金流正转 [23][24][56] 问答环节重要的提问和回答 问题1 **Adam Chazan 提问** 询问Sanofi合作协议是否发生变化,以及对2024年里程碑付款的预期 [59][60] **Erez Raphael 回答** Sanofi合作协议未发生重大变化,预计2024年全年从Sanofi及其他渠道获得6-8百万美元的战略收入 [61][62][63] 问题2 **Adam Chazan 提问** 询问Aetna业务的用户量及其对2024年收入的贡献 [65] **Rick Anderson 回答** Aetna业务用户量符合预期,Aetna将持续增加用户,预计将为2024年收入贡献一定增量 [66][67] 问题3 **Adam Chazan 提问** 询问之前提到的60百万美元签约合同的实现时间 [69] **Erez Raphael 回答** 这些合同预计将在今年和明年上半年逐步实现 [70]
DarioHealth Corp. (DRIO) Reports Q1 Loss, Misses Revenue Estimates
Zacks Investment Research· 2024-05-15 20:36
DarioHealth Corp. (DRIO) came out with a quarterly loss of $0.20 per share versus the Zacks Consensus Estimate of a loss of $0.59. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 66.10%. A quarter ago, it was expected that this company would post a loss of $0.54 per share when it actually produced a loss of $0.41, delivering a surprise of 24.07%. Over the last four quarters, the company has ...
DarioHealth(DRIO) - 2024 Q1 - Quarterly Report
2024-05-15 18:06
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-37704 DarioHealth Corp. (Exact name of registrant as specified in its charter) Delaware 45-2973162 (State or other j ...
DarioHealth to Report First Quarter 2024 Results on Wednesday, May 15th
Prnewswire· 2024-05-07 20:30
Company to host conference call and webcast at 8:30am ET NEW YORK, May 7, 2024 /PRNewswire/ -- DarioHealth Corp. (Nasdaq: DRIO), a leader in the global digital therapeutics (DTx) market, announced today that it will release its financial results for the 1st quarter ended March 31st, 2024, on Wednesday, May 15th, 2024, before the market opens and will host a conference call and webcast at 8:30 am Eastern Time. Erez Raphael, Chief Executive Officer and Rick Anderson, President, will host the call. Conference ...
Dario Publishes New Peer-Reviewed Study that Deepens the Body of Evidence that Managing Cardiometabolic Conditions in One Integrated Platform Improves Clinical Outcomes
Prnewswire· 2024-04-25 20:30
公司介绍 - DarioHealth Corp.(Nasdaq: DRIO)是一家领先的数字健康公司,通过以用户为中心的多慢性病数字治疗平台,革新了慢性病患者管理健康的方式[8] 解决方案 - Dario的解决方案旨在帮助人们采用更健康的行为,支持改善临床结果,包括自我健康管理行为,如监测体重和血糖[2] 数字体重监测功能 - Dario的数字体重监测功能在六个月内显著降低了血糖水平和BMI,支持数字自我监测工具在糖尿病管理中的广泛应用,强调它们在通过赋权和积极参与提高患者结果方面的作用[4]
Dario Signs Two Employers for Cardiometabolic Suite with Integrated GLP-1 Solution
Prnewswire· 2024-04-18 20:30
DarioHealth Corp.新合同签署 - DarioHealth Corp.宣布与两家雇主签订新合同,提供整合的慢性病管理解决方案[1] - 雇主选择Dario的心脏代谢套件,帮助改善患有心脏代谢健康问题的员工的结果[2] - Dario结合智能技术和十年消费者参与所获得的数十亿数据洞见,提供高度个性化的体验[3]
Dario Publishes Two New Peer-Reviewed Studies Demonstrating Impact of Digital Behavioral Health
Prnewswire· 2024-04-10 20:30
Studies include a Randomized Controlled Trial demonstrating significant reduction in perceived stress for teens NEW YORK, April 10, 2024 /PRNewswire/ -- DarioHealth Corp. (Nasdaq: DRIO) ("Dario" or the "Company"), a leader in the global digital health market, announced today two new studies published in the leading peer-reviewed journal for digital health and medicine, Journal of Internet Medicine (JMIR), including a Randomized Controlled Trial (RCT) demonstrating the impact of a digital stress reduction pr ...
DarioHealth(DRIO) - 2023 Q4 - Earnings Call Transcript
2024-03-29 02:54
DarioHealth Corp. (NASDAQ:DRIO) Q4 2023 Earnings Conference Call March 28, 2024 8:30 AM ET Company Participants Kat Parrella - Investor Relations Erez Raphael - Chief Executive Officer Rick Anderson - President Ofer Leidner - Co-Founder, Twill Tomer Ben-Kiki - Co-Founder, Twill Conference Call Participants David Grossman - Stifel Charles Padala - Lifesci Advisors Operator Greetings and welcome to the DarioHealth Fourth Quarter 2023 Results Conference Call. [Operator Instructions] As a reminder, this confere ...
DarioHealth(DRIO) - 2023 Q4 - Annual Report
2024-03-28 18:27
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______________to________________ Commission File No. 001-37704 DARIOHEALTH CORP. (Exact name of registrant as specified in its charter) Delaware 45-2973162 (State or other ...
DARIOHEALTH TO REPORT FOURTH QUARTER 2023 RESULTS ON THURSDAY, MARCH 28TH
Prnewswire· 2024-03-21 20:30
Company to host conference call and webcast at 8:30am ET NEW YORK, March 21, 2024 /PRNewswire/ -- DarioHealth Corp. (Nasdaq: DRIO), a leader in the global digital therapeutics (DTx) market, announced today that it will release its financial results for the 4th quarter ended December 31, 2023, on Thursday, March 28th, 2024, before the market opens and will host a conference call and webcast at 8:30 am Eastern Time. Erez Raphael, Chief Executive Officer and Rick Anderson, President, will host the call. Confer ...