)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
908 Devices (MASS) investor relations material
908 Devices Canaccord Genuity’s 45th Annual Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Canaccord Genuity’s 45th Annual Growth Conference summary13 Aug, 2025
Strategic transformation and focus
Completed transformation from a broad instrumentation provider to a focused public safety and defense tech company, divesting non-core desktop businesses and streamlining operations around handheld chemical detection devices.
Reduced operational footprint by 44% and headcount by 39% year over year, consolidating manufacturing in Connecticut.
Expanded product portfolio from one to five handheld devices in the past eight months, targeting critical health, safety, and defense applications.
Handheld market TAM estimated at $2.5B by 2027, with handheld revenue growing at a 23% CAGR since IPO.
Balance sheet strengthened post-divestiture, with $119M in cash at Q2, supporting new opportunities and growth.
Growth drivers and financial outlook
Projecting 13–17% revenue growth this year, accelerating to 20%+ next year, driven by secular tailwinds in opioid crisis response, defense modernization, and border security.
On track for adjusted EBITDA profitability in Q4, with mid-to-high 50% adjusted gross margins and further margin expansion expected.
Three key catalysts: equipment modernization, launch of next-gen MX device, and DoD AvCAD program, with potential for $10M+ in future revenue.
Anticipates full-year profitability in 2026, with continued product expansion and operational efficiencies.
Customer concentration reduced, with sales now balanced across state/local, federal, and international accounts.
Product innovation and market positioning
Flagship MX908 handheld mass spectrometer has over 2,800 units deployed globally, with a 21% revenue CAGR since 2018.
New Viper product launched in July, a three-in-one handheld analyzer for customs and border agencies, combining FTIR and Raman spectroscopy with proprietary algorithms.
Explorer device, top seller in Q2, measures 5,000+ volatile organic compounds, widely used by firefighters and emergency responders.
Devices integrated with drones, UAVs, and ground robots, expanding into autonomous and remote applications.
Competitive edge includes unique handheld mass spec, advanced detection capabilities, and 24/7 customer support.
Elaborate on the next-gen MX908 upgrade cycle.
Assess NATO Europe market growth potential.
Detail revenue mix: defense, safety, industrial.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next 908 Devices earnings date
Q3 202511 Nov, 2025
Next 908 Devices earnings date
Q3 202511 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
908 Devices Inc develops and manufactures analytical devices and solutions for chemical and biochemical analysis. The company offers handheld and desktop mass spectrometry-based instruments used in life sciences research, bioprocessing, forensics, and field applications. Its technologies are designed to provide real-time data and simplify complex workflows. 908 Devices Inc is headquartered in Boston, Massachusetts, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage