What factors drove the changes in PROCEPT BioRobotics's revenue and profit?

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What guidance did PROCEPT BioRobotics's management provide for the next earnings period?

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Did PROCEPT BioRobotics beat or miss consensus estimates last quarter?

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What were the key takeaways from PROCEPT BioRobotics’s earnings call?

- **Q3 2025 Strong Performance**: $83.3M revenue (43% YoY growth) with 58 HYDROS placements and stable pricing.
- **Utilization Focus**: 2026 initiatives to accelerate new account launches and reduce handpiece delays, targeting faster procedure adoption.
- **2026 Guidance**: $410-430M revenue outlook, up 28-33% YoY, reflecting confidence in capital and procedural growth.
- **Gross Margin Expansion**: 64.8% in Q3, driven by operational efficiency, supporting path to profitability.
- **Strategic Investments**: Hiring marketing leader, expanding international, and exploring Aquablation for prostate cancer.

**【CEO Summary Section】**
- Total Q3 2025 revenue: $83.3 million (43% YoY growth), driven by 58 U.S. HYDROS system placements and stable pricing.
- Focus on improving procedure utilization through faster new account launches and reducing handpiece inventory delays.
- Organizational changes: Pooja Sharma hired as Chief Marketing & Strategy Officer; Stephen McGill promoted to SVP, International GM.
- Long-term strategy: Expand Aquablation adoption for BPH, invest in prostate cancer clinical trial (WATER IV), and enhance international growth.

**【CFO Financial Commentary】**
- U.S. revenue: $73.9 million (42% YoY growth); handpiece revenue: $44.4 million (50% YoY growth) with 13,225 units sold.
- Gross margin: 64.8% (up 160 basis points YoY) due to operational efficiency.
- 2025 full-year guidance: $325.5 million total revenue, 213 U.S. systems, 52,000 handpieces.
- 2026 outlook: $410-430 million revenue, with Analyst Day in Feb 2026 for long-term strategy update.

**【Q&A Key Highlights】**
- **Capital Environment**: Strong Q3 performance (58 systems) despite macroeconomic scrutiny; focus on reducing launch delays.
- **Utilization Growth**: 2026 initiatives to accelerate new account launches and reduce handpiece inventory overhang.
- **Profitability**: Confident in path to profitability despite near-term reinvestments in marketing and commercial infrastructure.
- **DTC Strategy**: Planning patient education campaigns to drive de novo demand, balanced with responsible spending.
- **Prostate Cancer Expansion**: WATER IV trial progressing; potential adjacency to BPH therapy pipeline.

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