®® 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 June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-36309 INOGEN, INC. (Exact name of registrant as specified in its charter) Delaware 33-0989359 (State or other jurisdiction of ...

财务数据和关键指标变化 - 2023年第二季度总收入为8360万美元,同比下降19.1% [21] - 国内B2B收入增长63%至1830万美元,但低于预期 [22] - 国际B2B销售下降37.8%至2330万美元 [23] - 直销收入下降34.1%至2680万美元 [24] - 租赁收入增长8.6%至1530万美元 [25] - 总毛利率为40.7%,同比下降400个基点 [26] - 销售收入毛利率为38.5%,同比下降480个基点 [27] - 租赁收入毛利率为50.5%,同比下降360个基点 [28] 各条业务线数据和关键指标变化 - 国内B2B收入增长,但低于预期 [22] - 国际B2B销售下降,但在预期范围内 [23] - 直销收入下降,主要受销售人员减少和营销广告支出下降影响 [24] - 租赁收入增长,受惠于患者服务量增加和Medicare报销率上升 [25] 各个市场数据和关键指标变化 - 国内B2B收入增长63% [22] - 国际B2B销售下降37.8% [23] 公司战略和发展方向及行业竞争 - 公司正在努力重新获取部分失去的大客户业务,同时开拓新客户 [13][14] - 公司推出新款Rove 6产品,预期服务寿命为8年,进一步增强公司的价值主张 [15][54][55] - 公司计划通过创新拓展服务的患者群体和适应症,超越COPD领域 [18] - 收购Physio-Assist公司有助于公司进入呼吸道清理领域,拓展患者生命周期价值 [19] 管理层对经营环境和未来前景的评论 - 患者对长期氧疗需求保持稳定,正在缓慢恢复 [11] - B2B渠道客户面临资本部署、借贷成本压力,同时关注利润率,加之竞争激烈,影响公司表现 [11][12] - 公司正在努力重新获取部分失去的大客户业务,同时开拓新客户 [13][14] - 直销渠道生产率提升,但进度略慢于预期,公司将继续优化销售策略 [16] - 国际B2B业务保持良好发展势头,新产品Rove 6在欧洲推广进展顺利 [17] - 公司相信B2B渠道的挑战属短期性质,可在短中期内得到解决 [18] 问答环节重要的提问和回答 问题1 **Colin Clark 提问** 询问公司指引下调的原因,是否遇到新的挑战 [38][39] **Nabil Shabshab 回答** 公司未遇到新挑战,指引下调主要源于B2B业务进展较慢以及直销渠道收入增长低于预期 [40][41][42] 问题2 **Lilia-Celine B Lozada 提问** 询问直销渠道的情况,包括销售人员规模及未来展望 [46][47] **Nabil Shabshab 回答** 直销渠道生产率持续提升,但销售人员规模有所下降,未来将寻求销售人员数量和收入增长的平衡 [47][48] 问题3 **Brett Fishbin 提问** 询问Rove 6产品的价值主张及对公司经营的影响 [54][55][56] **Nabil Shabshab 回答** Rove 6预期服务寿命为8年,进一步增强公司的价值主张,但不会扩大产品保修期,仍维持5年保修 [55]

Inogen, Inc. (NASDAQ:INGN) Q1 2023 Earnings Conference Call May 4, 2023 5:00 PM ET Company Participants Agnes Lee – Senior Vice President-Investor Relations and Strategic Planning Nabil Shabshab – President and Chief Executive Officer Kristin Caltrider – Chief Financial Officer Conference Call Participants Mike Matson – Needham & Co. Matthew Mishan – KeyBanc Operator Welcome to Inogen’s First Quarter 2023 Earnings Conference Call. At this time all participants are in a listen-only mode. [Operator Instructio ...

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, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-36309 INOGEN, INC. (Exact name of registrant as specified in its charter) Delaware 33-0989359 (State or other jurisdiction of ( ...

May 4, 2023 ındgen Q1 2023 Supplemental Financial Information Use of Non-GAAP Financial Measures Inogen has presented certain financial information in accordance with U.S. GAAP and also on a non-GAAP basis for the three months ended March 31, 2023 and March 31, 2022, and for fiscal years ended December 31, 2022, December 31, 2021, and December 31, 2020. Management believes that non-GAAP financial measures, taken in conjunction with U.S. GAAP financial measures, provide useful information for both management ...

Inogen, Inc. Overview March 21, 2023 ındgen Notice Regarding Forward-Looking Statements This presentation and the accompanying oral presentation (the "Presentation") include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on current expectations, estimates and projections based on information currently available to management. These forward-looking statements include, among others, statements relating to our business evolution, strategy ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number: 001-36309 INOGEN, INC. (Exact name of registrant as specified in its charter) Delaware 33-0989359 State or other jurisdiction of I.R.S. Employer in ...

Inogen Inc. (NASDAQ:INGN) Q4 2022 Results Conference Call February 23, 2023 5:00 PM ET Company Participants Agnes Lee - SVP of IR and Strategic Planning Nabil Shabshab - President and CEO Kristin Caltrider - CFO Conference Call Participants Matthew Blackman - Stifel Michael Matson - Needham & Company Operator Greetings. Welcome to the Inogen 2022 Fourth Quarter Financial Results. At this time, all participants are in a listen-only mode [Operator Instructions]. Please note, this conference is being recorded. ...

Inogen, Inc. (NASDAQ:INGN) Q3 2022 Results Conference Call November 2, 2022 8:00 AM ET Company Participants Agnes Lee - SVP of IR and Strategic Planning Nabil Shabshab - President and CEO Kristin Caltrider - CFO Conference Call Participants Mathew Blackman - Stifel Mike Matson - Needham & Company Margaret Kaczor - William Blair Matt Mishan - KeyBanc Operator Welcome to Inogen's Third Quarter 2022 Earnings Conference Call. At this time, all participants are in a listenonly mode. Following management's prepar ...

Inogen, Inc. Overview Investor Presentation November 2, 2022 Notice Regarding Forward-Looking Statements 1 This presentation and the accompanying oral presentation (the "Presentation") include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on current expectations, estimates and projections based on information currently available to management. These forward-looking statements include, among others, statements relating to our business s ...