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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.
Heartflow
Heartflow (HTFL) investor relations material
Heartflow 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 overview and market positioning
Focuses on AI-driven software for coronary artery disease, targeting a $5B symptomatic market with less than 2% penetration, and plans to expand into a $6B asymptomatic market by 2030.
Achieved record growth in 2025, adding 340 new accounts for a total of 1,465 in the U.S., with 85% sole vendor status in the installed base.
Maintains a robust clinical evidence base with over 600 peer-reviewed publications and a proprietary database of 160M annotated CCTA images.
Subscription-based model enables rapid deployment and monetization of new products, leveraging a cloud-based, integrated workflow.
IPO completed in August, with leadership emphasizing continued growth and standard of care transformation.
Product innovation and clinical adoption
Platform includes Roadmap Analysis, Plaque Analysis, FFRCT, proprietary staging, and the upcoming Navigator tool, all integrated into EMR/PACS.
Plaque Analysis launched in 489+ accounts as of January, with expectations to surpass 1,000 by end of 2026; applicable to 60% of CCTA patients.
FFRCT remains the cornerstone, with over 500,000 patients treated globally and 1,800+ accounts; applicable to 33% of CCTA patients.
New tools like plaque tracking and Navigator are set for release in 2026 and 2027, respectively, to enhance patient management and follow-up.
Medical education and evidence generation (e.g., DECIDE registry, P4 study) are key to driving adoption and payer coverage.
Financial performance and outlook
Reported $162M in trailing 12-month revenue through Q3 2025, with 41% growth and expanding margins.
Q4 2025 was the strongest quarter to date, beating consensus and setting up for a robust 2026.
Plaque Analysis is expected to drive significant incremental revenue with minimal additional cost, supporting margin expansion.
Profitability targeted within three years of IPO (mid-2028), supported by automation, volume leverage, and a capital-efficient commercial model.
Volume-based pricing and growth in outpatient imaging are influencing ASP trends; long-term pricing upside anticipated as coverage expands.
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Next Heartflow earnings date
Q4 202527 Mar, 2026
Heartflow
Next Heartflow earnings date
Q4 202527 Mar, 2026
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