)
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.
Outset Medical
Outset Medical (OM) investor relations material
Outset Medical 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 summary15 Jan, 2026
Company overview and market positioning
Operates at scale in the $2.5B acute/post-acute market, with over 1,000 hospitals using its technology for about a million treatments annually.
Has delivered over 3.5 million treatments in the U.S. and is expanding into the $8.9B home dialysis market.
Evolved from a device company to an enterprise-level dialysis solution provider, integrating data analytics, EMR connectivity, and field support.
70% of total revenue is recurring, and the company entered 2026 with a strong balance sheet aimed at cash flow breakeven.
Focuses on two of three dialysis submarkets: inpatient (acute/post-acute) and home.
Industry landscape and challenges
Dialysis is a large, expensive, and slow-to-innovate sector, with 90 million annual treatments in the U.S. costing $71B, $55B of which is covered by Medicare.
Most hospitals outsource dialysis, leading to unreimbursed costs, higher ICU admissions, longer stays, and increased infection and compliance risks.
Inpatient dialysis is a pure cost center for hospitals, with losses of $5,000–$25,000 per admission involving dialysis.
Outsourcing increases infection rates and compliance challenges, while insourcing with new technology reduces these risks.
Technology and service model innovation
Tablo device introduced several industry firsts: on-demand water purification, real-time dialysate production, and cloud-based data transmission.
Advanced analytics dashboard and EMR interoperability empower hospitals to benchmark and improve clinical and financial outcomes.
Proprietary implementation services and temporary staffing support hospitals transitioning from outsourced to insourced dialysis.
AI and machine learning initiatives aim to shift service from reactive to predictive, enhancing uptime and patient access.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Outset Medical earnings date
Q4 202518 Feb, 2026
Outset Medical
Next Outset Medical earnings date
Q4 202518 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
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.
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