share_log

Earnings Call Summary | Spectral AI(MDAI.US) Q4 2023 Earnings Conference

Earnings Call Summary | Spectral AI(MDAI.US) Q4 2023 Earnings Conference

财报电话会议摘要 | Spectral AI (MDAI.US) 2023 年第四季度财报会议
moomoo AI ·  03/27 21:08  · 电话会议

The following is a summary of the Spectral AI, Inc. (MDAI) Q4 2023 Earnings Call Transcript:

以下是Spectral AI, Inc.(MDAI)2023年第四季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Spectral AI reported Q4 2023 R&D revenue of $5.3 million, a decrease compared to $6.1 million in the previous year, mainly due to the completion of the BARDA Burn 2 contract.

  • Gross margin for the quarter increased to 46.1%, due to the elevated reimbursement rate from the new governmental contract.

  • Full year 2023 R&D revenue was $18.1 million, showing a decrease of 28.8% from 2022's $25.4 million.

  • Cash on hand as of December 31, 2023 was $4.8 million.

  • Despite a challenging 2023, the company's financial position seems solid, forecasted revenue for 2024 is approximately $28 million, a potential increase of 55% from 2023.

  • Spectral AI报告称,2023年第四季度研发收入为530万美元,与去年的610万美元相比有所下降,这主要是由于BARDA Burn 2合同的完成。

  • 由于新的政府合同提高了报销率,该季度的毛利率增至46.1%。

  • 2023年全年研发收入为1,810万美元,较2022年的2540万美元下降了28.8%。

  • 截至2023年12月31日,手头现金为480万美元。

  • 尽管2023年充满挑战,但该公司的财务状况似乎稳健,预计2024年的收入约为2,800万美元,可能比2023年增长55%。

Business Progress:

业务进展:

  • The company is working on burn and diabetic foot ulcers (DFUs) with the DeepView platform, and sees possibilities to expand the platform for multiple clinical indications.

  • Spectral AI was awarded the largest ever government contract, Project BioShield, valued at up to $150 million in 2023.

  • In early 2024, enrollment began for a pivotal study to validate the DeepView System for burns.

  • Spectral AI received authorization to commence sales of the DeepView System for burns in the UK and expects to generate revenue from such sales in H2 2024.

  • In Q1 2024, a new contract was secured from the US government for a handheld version of the DeepView system.

  • Investments continue in AI technology and the company aims to deliver revenue through device sales and annual annuity revenue via subscription services.

  • Regulatory filings for the DeepView System for burns and DFUs in the US and UK are planned for 2025 and 2026 respectively, with commercial revenues from four platforms expected by 2026.

  • 该公司正在使用DeepView平台研究烧伤和糖尿病足溃疡(DFU),并认为有可能将该平台扩展到多种临床适应症。

  • Spectral AI获得了有史以来最大的政府合同——生物盾牌项目,该合同在2023年价值高达1.5亿美元。

  • 2024年初,一项关键研究开始入组,该研究旨在验证DeepView系统的烧伤情况。

  • Spectral AI获准在英国开始销售用于烧伤的DeepView系统,预计将在2024年下半年从此类销售中获得收入。

  • 2024年第一季度,美国政府签订了一份新的手持版DeepView系统合同。

  • 对人工智能技术的投资仍在继续,该公司的目标是通过设备销售提供收入,通过订阅服务提供年度年金收入。

  • 计划分别于2025年和2026年在美国和英国对DeepView系统的烧伤和DFU进行监管申报,预计到2026年将有四个平台的商业收入。

More details: Spectral AI IR

更多详情: 光谱人工智能红外

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由 AI 生成。无法完全保证内容的准确性。欲了解更多详情,请访问投资者关系网站。本文仅供投资者参考,不构成任何投资建议。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发