财务数据和关键指标变化 - 第一季度收入为9.5百万美元,同比增长14% [24] - 手持设备收入为6.2百万美元,同比增长38% [24] - 桌面设备收入为3.1百万美元,同比下降13% [25] - 经常性收入为4.2百万美元,同比增长67% [26] - 毛利为4.4百万美元,毛利率为46% [26] - 净亏损为12.5百万美元 [28] - 现金及等价物余额为161百万美元,无债务 [28] 各条业务线数据和关键指标变化 - 手持设备出货62台,安装基数超过2,400台 [9] - 桌面设备出货REBEL 4台、ZipChip 6台、MAVEN 6台 [25] - 经常性收入占总收入的45%,较上年同期的31%有所提升 [26] 各个市场数据和关键指标变化 - 国际市场方面,获得NATO标准编号,为北约成员国和4个其他国家提供采购通道 [11] - 美国市场方面,俄亥俄州检察长办公室宣布在东南俄亥俄州扩大MX908计划 [13] - 沙特海关和边境管理局购买多台MX908,主要用于毒品检测和识别 [12] 公司战略和发展方向及行业竞争 - 公司正在建设一个包括REBEL、ZipChip、MAVEN等在内的过程分析技术产品组合 [10][15][32] - 公司正在与生物反应器、细胞扩增系统和集成细胞治疗平台的潜在OEM合作伙伴进行接触 [15] - 公司正在开发新产品,包括今年晚些时候将推出的新产品 [22][32] - 公司的技术可广泛应用于不同终端市场,包括法医市场,这被视为一大优势 [9][30] 管理层对经营环境和未来前景的评论 - 生物加工领域的资本购买周期延长,预计将持续到第三季度 [29][30] - 公司正在努力教育现有和潜在客户,以提高对技术价值的认知 [29][30] - 公司看好手持设备在法医市场的强劲需求,将抵消生物加工领域的影响 [30][31] - 公司有充足的现金储备,预计可持续到2025年 [33] 问答环节重要的提问和回答 问题1 **Daniel Arias 提问** 询问REBEL系统安装情况及客户使用情况 [35][36][37][38][39] **Kevin Knopp 和 Joseph Griffith 回答** - REBEL系统安装受生物加工行业资本支出压力影响,预计到第三季度才会有所改善 [36][37][38][39] - 公司正专注于提高REBEL等产品的使用率,展示其为客户带来的价值 [36][37][38] 问题2 **Puneet Souda 提问** 询问公司如何在当前环境下推动REBEL和MAVEN的采用 [45][46][47][48][49] **Kevin Knopp 回答** - 公司正与客户保持密切互动,展示产品组合带来的综合价值 [46][47][48][49] - 公司正与重点意见领袖合作,开发新产品以满足客户需求 [48][49] 问题3 **Stephanie Yan 提问** 询问公司是否考虑推出设备租赁模式 [54][55][56][57][58] **Joseph Griffith 回答** - 公司正在考虑为部分客户提供设备租赁选择,以满足他们的资本支出需求 [55][56][57][58] - 但公司的主要销售模式仍为资本性支出 [56][57]

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: 001-39815 908 DEVICES INC. (Exact name of registrant as specified in its charter) Delaware 45-4524096 (State or other jurisdictio ...

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 Commission file number: 001-39815 908 DEVICES INC. (Exact name of registrant as specified in its charter) Delaware 45-4524096 (State or other jurisdiction of (I ...

908 Devices Inc. (NASDAQ:MASS) Q4 2022 Earnings Conference Call March 7, 2023 8:30 AM ET Company Participants Kelly Gura – Investor Relations Kevin Knopp – Chief Executive Officer and Co-Founder Joe Griffith – Chief Financial Officer Conference Call Participants Matt Larew – William Blair Puneet Souda – SVB Securities Evan Stampler – Stifel Jacob Johnson – Stephens Operator Good morning, ladies and gentlemen, and welcome to the 908 Devices Fourth Quarter 2022 Financial Results Conference Call. At this time, ...

米 908 devices Analysis for life MARCH 2023 Forward looking statements This presentation and the accompanying oral presentation (this "presentation") contain forward-looking statements which are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements may relate to, but are not limited to, expectations of future results of operations or financial performance of 908 Devices Inc. ("908 Devices," the "Compan ...

908 Devices Inc. (NASDAQ:MASS) Q3 2022 Results Conference Call November 14, 2022 8:30 AM ET Company Participants Kelly Gura - IR Kevin Knopp - CEO and Co-Founder Joe Griffith - CFO Conference Call Participants Max Masucci - Cowen Daniel Arias - Stifel Puneet Souda - Leerink Madeline Mollman - William Blair Operator Good day and thank you for standing by. Welcome to the 908 Devices Third Quarter 2022 Financial Results Conference Call. [Operator Instructions] I would now like to hand the conference over to yo ...

908 Devices Inc. (NASDAQ:MASS) Q2 2022 Earnings Conference Call August 9, 2022 8:30 AM ET Company Participants Kelly Gura - Investor Relations Kevin Knopp - Chief Executive Officer & Co-Founder Joe Griffith - Chief Financial Officer Conference Call Participants Dan Arias - Stifel Max Masucci - Cowen Operator Hello, thank you for standing by. And welcome to the 908 Devices' Second Quarter 2022 Financial Results Conference Call. At this time all participants are in a listen-only mode. [Operator Instructions] ...

908 Devices, Inc. (NASDAQ:MASS) Q1 2022 Earnings Conference Call May 10, 2022 8:30 AM ET Company Participants Kelly Gura - Investor Relations Kevin Knopp - Chief Executive Officer & Co-Founder Joe Griffith - Chief Financial Officer Conference Call Participants Puneet Souda - SVB Securities Dan Arias - Stifel Brian Weinstein - William Blair Operator Good morning and thank you for standing by. Welcome to the 908 Devices' First Quarter 2022 Financial Results Conference Call. At this time, all participants are ...

908 Devices Inc. (NASDAQ:MASS) Q4 2021 Earnings Conference Call March 7, 2022 4:30 PM ET Company Participants Kelly Gura - Investor Relations Kevin Knopp - Co-Founder and CEO Joe Griffith - Chief Financial Officer Conference Call Participants Dustin Scaringe - Blair Puneet Souda - SVB Leerink Dan Arias - Stifel Max Masucci - Cowen Operator Good day and thank you for standing by. Welcome to the 908 Devices Fourth Quarter 2021 Financial Results Conference Call. At this time, all participants are in a listen-o ...

908 Devices Inc. (NASDAQ:MASS) Q3 2021 Earnings Conference Call November 4, 2021 8:30 AM ET Company Participants Kelly Gura - Investor Relations Kevin Knopp - Chief Executive Officer and Co-Founder Joe Griffith - Chief Financial Officer Conference Call Participants Puneet Souda - SVB Leerink Max Masucci - Cowen Company Dan Arias - Stifel Operator Good day, and thank you for standing by. Welcome to the 908 Devices Third Quarter 2021 Financial Results Conference Call [Operator Instructions]. I would now like ...