Logotype for Masimo Corporation

Masimo (MASI) investor relations material

Masimo Wells Fargo 20th Annual Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Masimo Corporation
Wells Fargo 20th Annual Healthcare Conference 2025 summary4 Sep, 2025

Strategic vision and growth initiatives

  • Aims to become the world leader in patient monitoring by expanding continuous monitoring from hospital entry to discharge, leveraging wearables and AI.

  • Three waves of growth: elevate commercial excellence, accelerate intelligent monitoring, and innovate wearables, with major impacts expected from 2026 to 2028.

  • Recent hires and commercial realignment are designed to drive growth, especially in underpenetrated regions and categories.

  • U.S. sales force realignment has led to early wins and is expected to deliver significant results in the coming year.

  • Strategic partnership discussions with Philips focus on innovation, with a new agreement anticipated by year-end.

Financial performance and outlook

  • Strong Q2 results with top-line growth and robust earnings; contract backlog up 7% year over year.

  • Recurring revenue comprises 85–90% of business, with guidance tracking well and an extra week in Q4 contributing about 1% growth.

  • Margin expansion driven by restructuring; R&D and SG&A spending considered sufficient for future growth.

  • Gross margins improving due to manufacturing shift to Malaysia, with ongoing efforts to mitigate tariff impacts.

  • Tariffs present a 230 basis point headwind for next year, but mitigation strategies are underway, including supply chain optimization and vertical integration.

Capital allocation and M&A strategy

  • Proceeds from Sound United sale will be used for share buybacks and debt paydown, with a renewed focus on tuck-in acquisitions in core hospital technologies.

  • Acquisition targets include hemodynamic monitoring, advanced algorithms, AI capabilities, and wearable form factors.

  • Strategic fit and immediate accretion to the sales organization are key M&A criteria; no plans to pursue consumer-focused deals.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Masimo earnings date

Logotype for Masimo Corporation
Q3 20254 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Masimo earnings date

Logotype for Masimo Corporation
Q3 20254 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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Masimo Corporation is a medical technology company that develops noninvasive monitoring technologies and devices. The company’s product portfolio includes pulse oximetry, brain function monitoring, and hospital automation solutions. It serves hospitals, medical professionals, and consumers globally. Masimo Corporation is headquartered in Irvine, California, 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