The call presented a mixed sentiment with significant achievements in reimbursement coverage and revenue growth. However, these positives were balanced by challenges in U.S. sales, cash flow concerns, and impacts from currency fluctuations.
Company Guidance
During the call, ImpediMed provided several key metrics and insights regarding their performance and future outlook. The company reported an operating cash flow of $5.6 million for the quarter, influenced by a one-off payment of $1.1 million for electronic components. Cash receipts from customers were $3.4 million, down from the previous quarter's $3.8 million due to timing of receipts. The company's cash balance stood at $23 million, equating to 4.1 quarters of operating cash flow. Total contract value (TCV) for the quarter was $4.7 million, and annual recurring revenue (ARR) was $14.4 million, marking a 24% year-on-year increase. Additionally, the company highlighted a significant increase in reimbursement coverage, with states having over 80% coverage jumping from 25% to 42%, and those with over 90% coverage nearly quadrupling from 7% to 27% since June 30. Despite a softer quarter for U.S. sales, ImpediMed remains optimistic for a rebound, supported by strategic expansions in heart failure and body composition markets. They also emphasized the importance of maintaining financial discipline and the ongoing focus on maximizing revenue across their largely fixed cost base.
Increased Reimbursement Coverage
Reimbursement coverage for BIS as medically necessary has expanded significantly, with states having over 90% coverage increasing from 7% to 27% since June 30.
Record Revenue Achievement
Achieved a record quarterly revenue of $3.6 million, representing a 33% year-on-year increase.
Strong Position in U.S. Hospitals
SOZO devices are now in 18 of the top 25 U.S. hospitals, with over 600 devices across the U.S. healthcare system.
Positive Trends in Heart Failure and Body Composition
Heart failure and body composition segments are on track with promising commercial pilots and market interest.
Impedimed Limited (AU:IPD) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:IPD Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
AU$0.05
AU$0.04
-15.22%
Aug 27, 2025
AU$0.04
AU$0.04
-4.65%
Aug 28, 2024
AU$0.05
AU$0.05
-7.41%
Feb 26, 2024
AU$0.09
AU$0.08
-6.98%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Impedimed Limited (AU:IPD) report earnings?
Impedimed Limited (AU:IPD) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).
What is Impedimed Limited (AU:IPD) earnings time?
Impedimed Limited (AU:IPD) earnings time is at Oct 30, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.