ReWalk Robotics Q2 2025: Key Contradictions on Pricing, Revenue Growth, and Medicare Reimbursement

ReWalk 7 pricing and Medicare reimbursement, AlterG tariff impact and manufacturing strategy, ReWalk revenue expectations, AlterG revenue and growth projections, Medicare reimbursement process efficiency are the key contradictions discussed in ReWalk Robotics' latest 2025Q2 earnings call.



Revenue and New Product Launch:
- ReWalk Robotics reported Q2 2025 revenue of $5.7 million, reflecting a record quarter for ReWalk Medicare placements.
- The company's ReWalk 7 product, launched in Q2, has seen over 20 units installed in the U.S. with positive feedback.
- The growth was driven by the success of the ReWalk 7 product and the completion of in-house manufacturing transitions, leading to operational efficiencies.

Operational Efficiency and Cost Management:
- Cash burn improved to $3.9 million in Q2 2025, down from $5.6 million in Q2 2024.
- The company attributed this improvement to facility closures and operational efficiencies, but noted challenges with Medicare collections and inventory increases.

Payer Expansion and Commercial Adoption:
- ReWalk Robotics achieved improvements in commercial adoption across various products, including expanding payer base and channel distribution.
- The company's Medicare administrative contractors recognized ReWalk as a reasonable and necessary product, supporting a growing pipeline.
- The strategy of accelerating commercial adoption and expanding payer engagement has been instrumental in driving revenue growth.

Geographic Market Performance:
- In Germany, the GMBH team operates profitably, building a strong patient community and advancing innovative business models.
- This success in Germany serves as a model for global market expansion and operational excellence.
- The focus on market scale, channel partnerships, and disciplined execution has allowed for rapid refinement and adaptation of solutions.