Vivos Therapeutics' Q1 2025: Key Contradictions in Rebis Alliance Performance and Revenue Growth Expectations

Rebis alliance performance and expectations, future growth and revenue expectations, patient conversion rates and market penetration, patient volume and acquisition impact, revenue growth and transition period are the key contradictions discussed in Vivos Therapeutics' latest 2025Q1 earnings call.



Shift in Marketing and Distribution Strategy:
- Vivos Therapeutics reported a decrease in service revenue and a growth in product sales, with total arches shipped growing by 87%.
- The company eliminated its VIP enrollment sales team, focusing on strategic alliances and acquisitions instead, leading to this shift.

Acquisition and Growth Strategy:
- Vivos is expected to close its acquisition of Sleep Center of Nevada (SCN) within the next month, which will be accretive to revenue and gross profit.
- The acquisition, expected to generate significant positive cash flows by the end of 2025, aims to provide over 3,000 sleep patients per month.

Operational and Financial Cost Cutting:
- Vivos reduced its sales and marketing expenses by 35% and general and administrative expenses remained stable at $4.9 million.
- This is attributed to cost cutting initiatives implemented in 2023 and 2024.

Cash Position and Financing:
- Vivos ended Q1 with $2.3 million in cash, a $1.3 million increase in cash used in operations compared to the previous year.
- The company is actively seeking financing to close the SCN transaction and bolster its cash position, with a planned $7.5 million senior loan.