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- **CPT Code Expansion**: 30 new conditions expand addressable market to 30M+ patients, effective 2027.
- **Revenue Growth**: Recurring revenue +3% YoY, gross billings per device $5,981 (+8.5% YoY).
- **Litigation Recovery**: $1M in regained revenue from 24 clinics, potential for 75-100+ additional recoveries.
- **Mexico Expansion**: TheraClearX first commercial placement, targeting 3,000+ dermatologists in Q4 2025.
- **Financial Resilience**: Gross margin stable at 60%, operating expenses down 21% YoY.

**【CEO Summary Section】**
- Expanded CPT codes for XTRAC excimer laser treatments to include 30 new conditions (e.g., vitiligo, atopic dermatitis), tripling the addressable patient population to over 30 million, effective January 1, 2027.
- 99 partner clinics in the Elevate 360 program achieved 7% YoY revenue growth, with average gross billings per device at $5,981 (8.5% YoY increase).
- Recovered $1M in recurring revenue from 24 clinics misled by competitor's false claims about PALLAS solid-state lasers.
- TheraClearX received regulatory approval in Mexico, with first commercial placement and plans for U.S.-style revenue-sharing agreements.

**【CFO Financial Commentary】**
- Q3 2025 total revenue: $6.9 million (-20% YoY), driven by international trade policy challenges.
- Recurring revenue: $5.5 million (+3% YoY); equipment revenue: $1.4 million (-60% YoY).
- Gross profit: $4.2 million (60% margin, flat YoY); operating expenses: $5.4 million (-21% YoY).
- Net loss: $1.6 million (-24% YoY); cash: $7.1 million.

**【Q&A Highlights】**
- DTC campaign efficiency: 8.5% increase in gross billings per device, with better cost per acquisition and show rates.
- Mexico strategy: TheraClearX registered with COFEPRIS, targeting 3,000+ dermatologists for placements in Q4 2025.
- Litigation: 2 dozen clinics returned to XTRAC, with potential for additional recoveries from 75-100 accounts misled by competitor.
- CPT code timeline: Expanded codes finalized for 2027, no temporary codes for 2026 to avoid market confusion.

STRATA Skin Sciences, Inc. (SSKN) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SSKN

SSKN fundamentals

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