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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Alcon
Alcon (ALC) investor relations material
Alcon 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic Focus and Market Overview
Maintains a specialist strategy in eye care, investing $1 billion annually in R&D and $5 billion since the company spin to address major vision issues such as cataracts, presbyopia, and dry eye.
Sales reached $9.8b in 2024, with $7.6b YTD Q3-25, serving over 140 countries and leading in surgical and vision care products.
Eye care markets remain stable and resilient, with long-term growth rates of 4-6% expected across surgical and vision care segments.
Free cash flow generation is strong, averaging just under $2 billion annually for reinvestment and strategic opportunities.
Capital allocation prioritizes organic investment, with disciplined M&A considered for strategic fit and technical risk.
Product Innovation and Launches
UNITY platform ecosystem integrates diagnostics, cloud planning, and surgical equipment to boost efficiency in cataract and retina surgeries, with full launch expected next year.
Major launches include UnityCS and UnityDX systems, next-gen phaco and diagnostic devices, and new intraocular lenses such as Clareon PanOptix Pro and TruPlus.
PanOptix Pro IOLs, with improved light utilization and reduced scatter, launched in the US and will expand to EU, Japan, and Korea in 2026.
TRUEplus Monofocal Plus and Monofocal Toric Plus IOLs launching this year, offering enhanced intermediate vision without compromising distance.
New contact lens and OTC products, including TOTAL30 Multifocal Toric and preservative-free Systane, are driving growth in vision care.
Market Dynamics and Competitive Environment
U.S. surgical market saw a temporary slowdown post-COVID, but demand for cataract surgery remains high, with productivity realignment underway.
Equipment business has a large installed base with a 10-year replacement cycle, and consumables present a price-driven opportunity.
IOL market remains highly competitive, with price competition expected; PanOptix Pro is positioned as a premium product with strong uptake.
Contact lens market has shown consistent mid-single digit growth, with consumer habits proving resilient even during economic downturns.
The artificial tears market is growing at ~9% CAGR, with preservative-free segments rapidly gaining share.
What is the economic impact of Unity's efficiency?
Tryptyr reimbursement timeline and payer buy-in
Private equity's impact on surgeon productivity
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Next Alcon earnings date
Q4 202525 Feb, 2026
Alcon
Next Alcon earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Alcon Inc specializes in eye care products, including surgical equipment, ophthalmic pharmaceuticals, and vision care products such as contact lenses and lens care solutions. The company serves healthcare professionals and consumers globally through its network of manufacturing and distribution facilities. The company is headquartered in Geneva, Switzerland, and its shares are listed on the SIX.
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