)
Visual24 Oct 2025
The rise of Alphabet
Inspire Medical Systems (INSP) investor relations material
Inspire Medical Systems Wells Fargo 20th Annual Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo 20th Annual Healthcare Conference 2025 summary3 Sep, 2025
Inspire five transition and operational progress
Surgeon training for Inspire five has reached nearly 99%, with most accounts now ready for adoption.
Over 80% of contracts have been amended and executed, and about 65% of implanting sites have implemented the required SleepSync programmer.
Full transition to Inspire five is expected by year-end, with all implanting accounts able to purchase and use the new system.
Early adopting sites report higher throughput, increased volume, and strong outcomes with Inspire five.
Medicare coding issues have been resolved, removing a previous headwind to adoption.
Financial guidance, headwinds, and growth drivers
Guidance was reduced by 4.5% for the year, mainly due to slower Inspire five transition and patient warehousing, with some impact from inventory destocking.
Patient warehousing and destocking are expected to abate as Inspire five adoption completes, with some catch-up growth spilling into 2025 and 2026.
GLP-1 drugs are a near-term headwind as some patients delay procedures, but may become a long-term tailwind as more patients become eligible.
Direct-to-consumer marketing spend is increasing to support the Inspire five launch, with expectations for greater operating leverage over time.
Seasonality is expected, with higher volumes in Q4 due to patient insurance dynamics.
Competitive landscape and market opportunity
The first U.S. hypoglossal nerve stimulator competitor has launched; modest trialing impact is included in guidance, mainly at academic centers.
Inspire five is positioned as superior in safety, efficiency, and adherence compared to new competitors, with lower adverse event and dropout rates.
The total addressable market is considered large and growing, driven by increased OSA awareness, new technologies, and underpenetration.
Ongoing research includes a dual-channel device to address lateral wall collapse, aiming to expand treatable patient populations.
Coding and reimbursement for competitors remain uncertain, with confidence that current codes best match Inspire five's technology.
Quantify Inspire V destocking and patient warehousing
Net impact of GLP-1s on patient funnel?
Nyxoah's coding strategy impact on market?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Inspire Medical Systems earnings date
Q3 20253 Nov, 2025
Next Inspire Medical Systems earnings date
Q3 20253 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
)
)
Frequently asked questions
Inspire Medical Systems, Inc., a medical technology company, focuses on the development and commercialization of minimally invasive solutions for patients with obstructive sleep apnea (OSA) in the United States and internationally. OSA is a prevalent most chronic condition that causes your throat to periodically collapse during sleep.
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