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Outset Medical (OM) investor relations material
Outset Medical Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary10 Sep, 2025
Business evolution and market position
Operates in a large, underpenetrated healthcare market with differentiated technology and few competitors.
Installed base has grown to over 6,000 consoles in 900+ hospitals, with over a million treatments annually.
Achieved significant gross margin improvement, nearing 40% overall and 50% for products.
Streamlined operations, removing $80 million in operating expenses to position for near-term profitability.
Revenue growth and business model
Product revenue grew 20% year-over-year, with strong treatment utilization up 17% in Q2.
Recurring revenue model combines upfront capital sales with ongoing disposables and service, expected to exceed $100 million in recurring revenue by Q4.
High retention rates for service contracts, with over 95% annual reattachment.
EMR integration and data analytics are expanding recurring revenue streams.
Market penetration and value proposition
Acute/post-acute market penetration remains in low double digits, with contracts covering all major hospital systems.
Insourcing dialysis with Tablo offers hospitals 50–75% cost reduction and improved clinical outcomes, including lower infection rates and reduced patient wait times.
Acute and home markets are interconnected, with future growth expected from supporting hospitals in launching home dialysis programs.
Sales transformation impact on pipeline & close rates
Acute market penetration strategy beyond early adopters
Key non-tech competitive moats for Tablo system
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Next Outset Medical earnings date
Q3 20255 Nov, 2025
Next Outset Medical earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Outset Medical, Inc. (OutsetMedical), a medical technology company, develops a hemodialysis system for dialysis. The company offers Outset Select dialysis machine, which is a portable blood purification device that enables patients to receive hemodialysis in their home. Its products also comprise Outset Kidney Peritoneal Dialysis System and Outset Express blood purification device. OutsetMedical markets its products through direct sales force and independent field representatives in the United States, Canada and Europe. Outset Medical, Inc. is based in San Jose, California.
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