财务表现 - 公司第二季度营收为1450万美元，同比下降22%[5] - 第二季度营业利润为540万美元，同比下降25%[5] - 公司第二季度净利润为1.1万美元，同比下降100%[5] - 公司第二季度税率为99%，同比上升76个百分点[5] 比特币投资 - 公司持有929枚比特币，总购买金额为6300万美元[7][8][9] - 公司已在2024年5月28日、6月6日和6月28日分三次购买了877枚比特币[7][8] - 公司在2024年8月5日之前又购买了52枚比特币，总持有929枚[9] - 公司持有的877枚比特币的公允价值为5490万美元，较购买成本减值510万美元[8] - 公司计划继续使用经营现金流和证券发行所得现金购买更多比特币[4] - 公司采用比特币作为主要的财务资产[25] - 公司于2024年6月30日持有877枚比特币，平均购买价格为68,436美元[24] - 公司于2024年6月30日持有54,945,000美元的数字资产[24] - 公司数字资产的公允价值变动损失为5,055,000美元[24] - 公司于2024年3月31日至2024年6月30日期间新增6万美元的数字资产[24] - 公司面临投资比特币的固有风险，包括比特币价格波动等[26] 客户集中度 - 公司三大客户占第二季度营收的44%、27%和11%[6] 医疗业务 - 公司正在寻求QuantaFlo产品的新510(k)认证,以扩大其适用范围[25] - QuantaFlo产品有助于诊断心血管疾病,如周围动脉疾病(PAD)[25] - 公司正在投资比特币,并采用比特币作为主要的财务资产[25] - 公司正在寻求扩大其医疗保健业务[26]

文章核心观点 - 医疗技术公司Semler Scientific采取了比特币储备策略,将超过5700万美元的现金投入比特币 [2] - 这一举措使公司的命运与比特币的未来紧密相连,尽管核心业务盈利且现金流良好,但增长乏力仍是一大担忧 [2] - 公司认为比特币是优于法定货币和黄金的更好储备资产 [14] 公司概况 - Semler Scientific是一家专注于心血管疾病早期检测的医疗技术公司,其旗舰产品QuantaFlo是一种快速的原位血流检测设备 [4][5][6][7][8] - QuantaFlo可以更准确地诊断动脉粥样硬化和周围动脉疾病,是公司的唯一收入来源 [5][6] - 公司目前正面临CMS编码调整导致的一些业务压力,但计划通过获得新的FDA认证来推动未来增长 [11][12] - 公司保持良好的盈利能力和现金流,Q1财报EPS同比增长24%,但收入同比下降13% [10][13] 比特币投资策略 - 公司宣布将比特币作为主要的资产储备,并已购入828枚比特币,总价值约5500万美元 [14] - 这一举措使公司的市值与比特币价格走势高度相关,如果比特币价格大涨,公司股价也可能受益 [14][15] - 但同时也面临比特币价格下跌的风险,可能进一步拖累公司股价 [15] - 公司未来可能会继续增加比特币持仓,但具体策略还有待观察 [15] 未来展望 - 公司Q2财报预计收入持平,EPS同比下降25%,核心业务仍面临一定压力 [16] - 作为一家小市值股票,公司业务集中度高,任何监管或经营方面的不利因素都可能导致股价大幅下跌 [17] - 总的来说,我们对公司股票持谨慎态度,不认为其是最佳的比特币投资工具 [18]

SANTA CLARA, Calif., July 22, 2024 /PRNewswire/ -- Semler Scientific, Inc. (Nasdaq: SMLR), a pioneer in developing and marketing technology products and services to healthcare providers to combat chronic diseases, today announced that it will report financial results for the second quarter and six months ended June 30, 2024, after the close of U.S. financial markets on Monday, August 5, 2024. Doug Murphy-Chutorian, M.D., chief executive officer of Semler Scientific, will host a conference call at 4:30 pm ET ...

SANTA CLARA, Calif., June 6, 2024 /PRNewswire/ -- Semler Scientific, Inc. (Nasdaq: SMLR), a pioneer in developing and marketing technology products and services to healthcare providers to combat chronic diseases, today announced that it has purchased an additional 247 bitcoins for an aggregate $17 million in cash, inclusive of fees and expenses.  As of June 6, 2024, Semler holds a total of 828 bitcoins, which were acquired for an aggregate $57 million, inclusive of fees and expenses.  "Semler remains focuse ...

SANTA CLARA, Calif., May 28, 2024 /PRNewswire/ -- Semler Scientific, Inc. (Nasdaq: SMLR), a pioneer in developing and marketing technology products and services to healthcare providers to combat chronic diseases, announced today that its board of directors has adopted bitcoin as its primary treasury reserve asset. In addition, Semler Scientific announced that it has purchased 581 bitcoins for an aggregate amount of $40 million, inclusive of fees and expenses. "Our bitcoin treasury strategy and purchase of b ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 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: 001-36305 SEMLER SCIENTIFIC, INC. (Exact name of registrant as specified in its charter) Delaware 26-1367393 (State ...

Semler Scientific, Inc. (NASDAQ:SMLR) Q1 2024 Results Conference Call May 7, 2024 4:30 PM ET Company Participants Doug Murphy-Chutorian - Chief Executive Officer Renae Cormier - Chief Financial Officer Jennifer Oliva Herrington - Chief Operating Officer Conference Call Participants Aaron Wukmir - Lake Street Capital Operator Good afternoon, and welcome to the Semler Scientific 2024 First Quarter Financial Results Conference Call. [Operator Instructions]. Please note this event is being recorded. Before we b ...

Exhibit 99.1 Semler Scientific® Reports First Quarter 2024 Financial Results 2024 Q1 highlights compared to the corresponding period of 2023: ● First quarter revenues were $15.9 million, a decrease of 13% ● First quarter net income was $6.1 million, an increase of 22% ● Cash, cash equivalents and restricted cash balance increased to $62.9 million Santa Clara, CA – May 7, 2024 – Semler Scientific, Inc. (Nasdaq: SMLR), a company that develops, manufactures and markets innovative medical products and services ...

Table of Contents 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, 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: 001-36305 SEMLER SCIENTIFIC, INC. (Exact name of registrant as specified in its charter) Delaware 26-1367393 (State or other ju ...

Semler Scientific, Inc. (NASDAQ:SMLR) Q4 2023 Earnings Conference Call March 5, 2024 4:30 PM ET Company Participants Doug Murphy-Chutorian - Chief Executive Officer Renae Cormier - Chief Financial Officer Jennifer Oliva Herrington - Chief Operating Officer Conference Call Participants Brooks O'Neil - Lake Street Capital Markets Operator Good afternoon, and welcome to the Semler Scientific 2023 Fourth Quarter Financial Results Conference Call. All participants will be in a listen-only mode [Operator Instruct ...