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Installed Base (Discontinued)
Tracks the number of active devices or patients currently using Beta Bionics’ systems, revealing the company’s footprint and the base for recurring revenue from consumables, software updates, and services. A growing installed base supports predictable revenue and network effects, while slow growth or high churn raises questions about retention, device performance, or competitive displacement.Rapid, sustained growth in the discontinued installed base has created a sizable, sticky cohort that likely fuels recurring pharmacy revenue and retention—supporting management’s thesis that pharmacy-installed customers are higher‑margin and durable. Lower warranty rates have already helped gross margins, but elevated OpEx and ongoing FDA remediation temper near‑term profitability gains. Treat this legacy base as a structural positive for revenue durability and margin expansion, while monitoring pharmacy stocking dynamics and product transition risks (Mint and other launches) that could alter replacement and recurring revenue patterns.
Date | Installed Base |
|---|---|
Dec 31, 2025 | 35.01K |
Sep 30, 2025 | 29.42K |
Jun 30, 2025 | 24.09K |
Mar 31, 2025 | 19.15K |
Dec 31, 2024 | 15.30K |
Sep 30, 2024 | 11.21K |
Jun 30, 2024 | 8.03K |
Mar 31, 2024 | 4.90K |
Dec 31, 2023 | 2.30K |
Sep 30, 2023 | 486.00 |