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Focus on AYON adoption rates, Surgical Aesthetics guidance, and cash flow management.

The company reported Q3 2025 revenue of $12.9 million, up 12% YoY driven by AYON system adoption. Surgical Aesthetics segment revenue reached $11.1 million, with AYON handpiece sales leading the way. CFO noted Q4 guidance of $43-45 million for Surgical Aesthetics. AYON adoption is accelerating with KOLs highlighting its integration into clinical workflows. The company is prioritizing U.S. installations ahead of international expansion in 2026. Key metrics: Q3 GAAP net loss of $2.8 million, with focus on cash management and cost control. Investors should monitor AYON's attach rates and pipeline visibility into Q4. The company reaffirmed 2025 Surgical Aesthetics guidance of $43-45 million, with AYON adoption in the U.S. to drive Q4. International expansion in 2026.

Apyx Medical Corporation (APYX) Q3 2025 Earnings Call Transcript

- **Revenue Guidance Upped**: 2025 total revenue now $50-52M (prev. $47.6-49M), driven by AYON presales exceeding expectations.
- **AYON Momentum**: 20 systems allocated under ambassador program, with strong preorder demand despite broader market capital spending caution.
- **Cost Efficiency**: Operating expenses down 26% to $9.7M, enabling cash flow positivity and 2027 cash breakeven.
- **China Expansion**: Renuvion launched via GlamMoon partnership, with early sales and surgeon engagement signaling long-term growth.

**【CEO Summary Section】**
- **Revenue Performance**: Q2 2025 revenue of $11.4 million (-6% YoY) due to strategic shift away from OEM products. Advanced Energy segment stable at $9.7 million, while OEM sales dropped 29%.
- **Strategic Initiatives**: 
  - Appointed senior sales leaders (John Featherstone for North America, Simon Davies for Europe/Asia) to accelerate AYON and Renuvion adoption.
  - AYON presales exceeded expectations, with 20 systems allocated under the ambassador program and strong preorder demand.
  - Renuvion launched in China via partnership with GlamMoon, generating immediate surgeon and patient interest.
- **Cost Efficiency**: 9-month cost reduction efforts reduced operating expenses by 26% ($13M to $9.7M), driving cash burn improvement and positioning for growth.
- **Product Momentum**: 
  - AYON integrates multiple technologies (Renuvion, ultrasound, liposuction) and targets GLP-1 drug patients (15M+ in U.S.).
  - Renuvion's Miami Swim Week campaign and direct-to-consumer marketing delivered record engagement and surgeon adoption.

**【CFO Financial Commentary】**
- YoY). Adjusted **Q2 Financials**: 
  - GAAP net loss: $3.8M (-42% EBITDA loss: $2M (-54% YoY).
  - Gross margin improved to 62.3% (from 61.7% YoY). Operating expenses down 26% to $9.7M.
  - Cash balance: $29.3M (down $2.4M YoY) with positive cash flow ($1.2M used in Q2 vs. $4.3M YoY).
- **2025 Guidance Update**: 
  - Total revenue: $50-52M (up from $47.6-49M). Advanced Energy: $42-44M (up from $39.6-41M). Gross margin ~60%.
  - Expect AYON shipments to drive Q4 revenue, offsetting typical Q3 seasonality.

**【Q&A Key Highlights】**
- **AYON Reception**: Surgeons view AYON as a "game-changer" for body contouring, with presales surpassing expectations despite broader market capital spending caution.
- **China Strategy**: GlamMoon's network of 5,000+ aesthetic facilities positions Renuvion for rapid adoption, with early sales already completed.
- **Seasonality Impact**: AYON commercial launch in September may disrupt traditional Q3 decline, with Q4 shipments expected to dominate.
- **Sales Leadership**: New hires bring decades of experience in aesthetics and body contouring, aligning with AYON's comprehensive platform strategy.

Apyx Medical (APYX)-7 Aug 25-2025 Q2 Earnings call transcript

- **Revenue resilience amid restructuring**: Q1 2025 revenue down 8% YoY to $9.4M, but advanced energy products grew 6% to $7.9M, offsetting OEM decline.
- **AYON platform poised for impact**: H2 2025 launch with 20 surgeon partners; AYON integration driving Apyx One Console upgrades (+34% QoQ).
- **Financial discipline**: Operating expenses cut 31% YoY to $8.7M; cash burn management targets 2027+ cash positivity.
- **GLP-1 tailwind**: 15M users likely seeking Renuvion for post-weight-loss skin tightening, supported by 63% aesthetic treatment share.

**【CEO Summary Section】**
- Q1 2025 revenue: $9.4 million (-8% YoY), driven by a 6% increase in advanced energy products to $7.9 million, offset by a 44.7% decline in OEM sales.
- Key trends: U.S. capital equipment sales stabilized for two consecutive quarters; Renuvion adoption growing due to FDA clearance for post-liposuction skin tightening.
- Cost-cutting measures: Restructuring reduced cash burn and operating expenses by 31% YoY to $8.7 million.
- Strategic focus: AYON platform launch (H2 2025) to integrate Renuvion with ultrasound, liposuction, and fat transfer; 20 AYON ambassadors prepped for U.S. rollout.
- Market opportunity: 15 million GLP-1 users likely seeking skin tightening, with Renuvion cited in 63% of post-GLP-1 aesthetic treatments.

**【CFO Financial Commentary】**
- GAAP net loss: $4.2 million (-44% YoY), with adjusted EBITDA loss of $2.4 million (-53% YoY).
- Margins: Gross margin improved to 60.1% (vs. 58.1% YoY) due to higher domestic sales and product mix.
- Cash management: $31 million cash on hand, with plans to achieve positive cash flow by 2027.
- FY25 Guidance: Revenue $47.6–$49 million (flat YoY), with Advanced Energy up 3% to $41 million and 60% gross margin target.

**【Q&A Highlights】**
- **AYON Pipeline**: 20 U.S. surgeons pre-committed to AYON post-FDA clearance; Apyx One Console upgrades accelerating as doctors prepare for integration.
- **Tariff Mitigation**: Dual U.S. and Bulgarian manufacturing flexibility to navigate trade policies.
- **Investment Balance**: FY25 operating expenses capped at $40 million; AYON launch costs included in budget while maintaining strict cash controls.

Apyx Medical (APYX)-8 May 25-2025 Q1 Earnings call transcript

- **Advanced Energy resilience**: Q4 flat at $12.1M, but 30% QoQ growth from handpiece sales and doubled capex shipments.
- **Renuvion as GLP-1 solution**: DTC campaign drives 13,000%+ impressions, targeting post-weight loss surgical patients.
- **AYON game-changer**: FDA filing 90 days early, H2 2025 launch with all-in-one surgical platform; 2025 opex < $40M.
- **GLP-1 impact**: Aesthetic procedures down due to drug costs, but surgical solutions (Renuvion) outperforming non-invasive alternatives.

**【CEO Performance Review】**
- Q4 2024 total revenue: $14.2M (-3% YoY), driven by flat Advanced Energy sales ($12.1M) and soft Aesthetic segment due to GLP-1 drug adoption.
- Advanced Energy growth: 30% QoQ from single-use handpiece sales and doubled capital equipment shipments.
- Aesthetic challenges: GLP-1 patients delaying procedures, but Renuvion positioned as post-weight loss solution with FDA clearance.
- Direct-to-consumer (DTC) success: 13,000%+ impressions, media placements in People, Oprah Daily, etc., with influencer campaigns.
- AYON System: FDA filing 90 days ahead of schedule, targeting H2 2025 launch as all-in-one surgical platform.
- Restructuring: 25% US workforce reduction saving $4.3M annually, 2025 opex < $40M.

**【CFO Financial Highlights】**
- Q4 2024: GAAP net loss $4.6M (-52% YoY), adj. EBITDA loss $2.2M (-53% YoY).
- Gross margin: 63.0% (vs. 60.9% YoY) from domestic sales mix, offset by lower generator ASPs.
- 2025 Guidance: Revenue $47.6-49.0M (flat YoY), 60% gross margin, opex < $40M.
- Cash: $31.7M as of Dec 31, 2024; $6.8M registered direct offering in Q4.

**【Q&A Key Takeaways】**
- AYON launch timing: H2 2025 pending FDA; limited 2025 revenue contribution due to soft launch.
- Capital access: Existing customers get discounted upgrades; competitive trade-in programs.
- GLP-1 impact: Ongoing disruption in aesthetics, but surgical solutions (Renuvion) gaining traction.
- International strategy: US market leadership first, then expand AYON globally post-approval.

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