公司盈利表现 - Masimo (MASI)是一家医疗仪器行业的公司，过去两个季度一直超过盈利预期[1] - 在上个季度，Masimo的盈利为每股1.25美元，超过了Zacks Consensus Estimate的0.95美元，意味着盈利超出预期31.58%[3] - Masimo的盈利预期一直在上升，这部分归功于其盈利惊喜历史[4] 盈利潜力展望 - 公司目前的Earnings ESP为+0.28%，分析师对其近期盈利潜力持乐观态度[8] - 公司的Zacks Rank为3 (Hold)，显示未来可能会再次超过盈利预期[8] - 公司的Earnings ESP和Zacks Rank 3 (Hold)的组合几乎70%的时间会产生正面惊喜[5] 盈利预测修订 - 分析师在发布盈利预期前修订其估计值，这可能比之前的预测更准确[7] - 在公司发布季度报告前检查其Earnings ESP可以增加成功的几率[11]

Masimo Corporation (MASI) is well-poised for growth in the coming quarters, courtesy of its research and development (R&D) efforts. The optimism led by a solid fourth-quarter 2023 performance and its solid product portfolio are expected to contribute further. However, concerns regarding overdependence on its Signal Extraction Technology (SET) and macroeconomic concerns persist. Over the past year, this Zacks Rank #3 (Hold) stock has lost 30% compared with the industry’s 0.4% decline. The S&P 500 has witness ...

MASI业绩表现 - Masimo (MASI) 2023年第四季度业绩令人乐观，公司的医疗业务正在从COVID时代的条件中转变[5] MASI新产品发布计划 - MASI在2024年计划推出三款新产品 — Freedom、H1和其Root Connectivity平台的下一代版本[9] MASI业务调整 - Masimo计划分拆消费者业务，专注于专业医疗保健和远程医疗产品，以提高医疗业务的盈利能力[11]

公司业务范围和核心技术 - Masimo Corporation是一家全球科技公司，致力于改善生活[1] - 公司业务分为医疗保健和非医疗保健两个部门[1] - 医疗保健业务包括开发、制造和销售各种非侵入式患者监测技术[2] - 公司的核心测量技术包括Masimo Signal Extraction Technology® (SET®)脉搏血氧饱和度监测和高级rainbow® Pulse CO-Oximetry参数[3] - 公司的非医疗保健业务包括销售高端家庭音响一体化技术和配件[3] 产品和技术优势 - Masimo SET®脉搏血氧饱和度监测技术在超过100项独立研究中表现优异[5] - 公司的脉搏血氧监测技术被认为是九家顶尖医院首选的脉搏血氧监测技术[5] - 公司的单次使用传感器具有多项优势，包括性能更好、更干净、更舒适和更可靠[7] - Masimo推出了rainbow SET®平台，结合了Masimo SET®技术和许可的rainbow®技术，实现了额外的无创测量[1] - rainbow® Pulse CO-Oximetry产品是首批获得FDA批准的设备，可以非侵入性连续监测以往只能通过间歇性侵入性程序测量的额外血红蛋白种类[2] 市场拓展和战略合作 - 公司的战略包括扩大市场份额、维持技术领先地位、扩展连接性和进入家庭和消费市场[3] - 与Willow Laboratories, Inc.签订跨许可协议，涉及特定终端用户市场和相关技术应用[5] - 公司通过与全球最大的5家GPO签订合同，将医疗产品放在合同中，从而实现直接向医院销售医疗产品[6] 法规合规和市场监管 - 受到全球政府监管的影响，需遵守各国医疗设备审批要求，包括美国FDA、欧盟和日本卫生部门等[6] - 在美国市场，医疗设备需获得FDA的510(k)预市场通知、PMA或De Novo授权，不同风险分类需遵循不同审批流程[7] - 美国医疗器械广告宣传受FDA和FTC监管[1] - 美国和其他国家对医疗器械广告宣传有类似规定[2] 人才管理和可持续发展 - 公司的核心战略是吸引、培养和留住全球最优秀的人才，以支持长期增长和盈利目标[1] - 公司的薪酬计划旨在与员工的表现保持一致，提供适当的激励，吸引和留住员工[2] - 公司致力于发现和培养下一代领导者的人才，进行组织和领导力审查，关注高绩效和高潜力人才[6] 产品销售和市场影响 - 公司通过20,000多个全球零售点销售非医疗产品，产品分布在130多个国家[7] - 公司的销售和营销策略主要集中在提高终端用户对其技术的认知和推广[6] - 公司的医疗保健和非医疗保健业务季度收入受多种因素影响，包括新产品发布、收购、监管批准、假日安排、医院普查、流感季节的时机、消费者自由支出、通货膨胀、竞争定价、新技术的应用和消费者忠诚度等因素[1]

财务表现 - 2023年第四季度，Masimo公司的营收为5.49亿美元，较去年同期的6.17亿美元有所下降[45] - Masimo公司的净利润为3.4亿美元，较去年同期的4.11亿美元有所下降[45] - Masimo公司的现金及现金等价物在2023年底为16.82亿美元，较去年同期的20.96亿美元有所下降[46]

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 September 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 ...

Masimo Corporation (NASDAQ:MASI) Q2 2023 Earnings Conference Call August 8, 2023 4:30 PM ET Company Participants Eli Kammerman - Vice President, Business Development and Investor Relations Joseph Kiani - Founder, Chief Executive Officer and Chairman Micah Young - Executive Vice President and Chief Financial Officer Conference Call Participants Matthew Taylor - Jefferies Marie Thibault - BTIG Frederick Wise - Stifel, Nicolaus and Company Michael Matson - Needham and Company Vikramjeet Chopra - Wells Fargo Se ...

Masimo Corporation (NASDAQ:MASI) Q1 2023 Earnings Conference Call May 9, 2023 4:30 PM ET Company Participants Eli Kammerman - Vice President of Business Development & Investor Relations Joe Kiani - Chairman & Chief Executive Officer Micah Young - Executive Vice President & Chief Financial Officer Conference Call Participants Marie Thibault - BTIG Matt Taylor - Jefferies Michael Polark - Wolfe Research Jason Bednar - Piper Sandler Jayson Bedford - Raymond James Mike Matson - Needham & Company Operator Good ...

First Quarter 2023 Earnings May 9, 2023 Safe Harbor Statement These presentations contain forward-looking statements within the meaning of federal securities laws, including, among others, statements about our expectations, plans, strategies or prospects. We generally use the words "may," "will," "expect," "believe," "anticipate," "plan," "estimate," "project," "assume," "guide," "target," "forecast," "see," "seek," "can," "should," "could," "would," "intend," "predict," "potential," "strategy," "is confide ...

Table of Contents 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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ ...