What guidance did Rapid Micro's management provide for the next earnings period?

What were the key takeaways from Rapid Micro's earnings call?

What is Rapid Micro's latest dividend and current dividend yield?

What factors drove the changes in Rapid Micro's revenue and profit?

What is the revenue and EPS growth rate for Rapid Micro year over year?

What is the market's earnings forecast for Rapid Micro next quarter?

What is Rapid Micro's gross profit margin?

What does Rapid Micro do and what are its main business segments?

- **Revenue Growth**: Q3 2025 revenue of $7.8 million, with 40% year-over-year increase in consumables.
- **Multi-System Win**: Record deal for double-digit placements across 3 geographies, raising 2025 guidance to $33M+.
- **Gross Margin Expansion**: 9% in Q3, with product margins turning positive in Q4 and 2026 improvements expected.
- **MilliporeSigma Collaboration**: Supply agreement nearing completion, targeting 2026 margin benefits.
- **Onshoring Opportunity**: Potential 2026 growth from U.S. pharma manufacturing investments.

**【CEO Summary Section】**
- **Q3 2025 Revenue**: $7.8 million, above midpoint of guidance, with 40% year-over-year growth in consumables revenue.
- **Gross Margin**: 9%, up 70 basis points year-over-year, with service margins at 40%.
- **Multi-System Order**: Record deal with a top 20 global biopharma customer for deployment across North America, Europe, and Asia Pacific, contributing to 27+ system placements in 2025.
- **MilliporeSigma Collaboration**: Initial product supply agreement nearing completion, with validation studies underway to lower direct product costs and improve margins starting in 2026.
- **2025 Guidance Update**: Total revenue raised to at least $33 million, including 27+ system placements.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Product revenue ($5.2M), service revenue ($2.6M), and recurring revenue ($4.8M) up 32% year-over-year.
- **Gross Margin**: 9% for Q3, with product margins expected to turn positive in Q4 and service margins stepping down temporarily.
- **Operating Expenses**: $12.1 million, down 5% year-over-year, with full-year OpEx guidance of $48 million.
- **Cash Position**: $42 million at quarter-end, with $40 million expected by year-end.
- **2026 Outlook**: Gross margin improvement driven by product cost reductions, manufacturing efficiency, and MilliporeSigma collaboration benefits.

**【Q&A Key Highlights】**
- **Order Size and Timing**: Multi-system order includes double-digit placements, with initial contributions in Q4 and full ramp-up in 2026.
- **Geographic Demand**: Broad-based adoption across North America, Europe, and Asia Pacific, with no single region dominating.
- **MilliporeSigma Progress**: Supply agreement validation studies ongoing, with financial benefits expected in 2H 2026.
- **Onshoring Impact**: Potential 2026 tailwind for U.S. manufacturing projects, though timing and scale remain uncertain.
- **Pipeline Strength**: Multiple multi-system orders in funnel, driven by ROI and global standardization needs.

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