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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.
PROCEPT BioRobotics (PRCT) investor relations material
PROCEPT BioRobotics Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 37th Annual Healthcare Conference summary2 Dec, 2025
Inventory management and procedure growth
Inventory workdown was prioritized to right-size stock at sites, focusing on procedure volume rather than stocking orders as a business health indicator.
Adjustments were made after analysis showed excess inventory at many accounts, with guidance reflecting these changes.
Emphasis is on establishing PAR values and managing inventory to match true account utilization, aiming for 6–8 weeks of stock.
A new launch process was piloted, requiring centers to have screened cases ready, which improved utilization and referral cadence.
Dedicated launch teams were created to specialize in onboarding, freeing others to focus on ongoing training and procedure growth.
Commercial execution and strategic focus
Commercial execution improvements, including more efficient launches and a focus on same-store sales, are expected to drive growth.
The company is transitioning from a "new therapy" mindset to capturing a larger share of eligible patients and pulling more patients off the sidelines.
Patient-centric messaging will be prioritized, highlighting durable outcomes, low complication rates, and preserved sexual and bladder function.
Existing clinical evidence is strong, positioning the therapy in a "Goldilocks" zone between efficacy and safety.
Marketing efforts will focus on education through social media and referral networks rather than large-scale direct-to-consumer campaigns.
Capital sales, replacement cycle, and guidance
Capital sales remained strong despite increased scrutiny and longer closing cycles, with no loss of sales, only timing shifts.
The replacement cycle for older systems is expected to become meaningful in 2026, with a focus on upgrading to the HYDROS platform.
A cohesive replacement strategy is being developed, with future innovation centered on HYDROS and less focus on legacy systems.
Guidance for next year reflects business as usual, with upside potential from better commercial execution and replacement strategy.
Achieving the high end of guidance depends on faster implementation of initiatives and improved referral and launch processes.
Quantify impact of new launch process on utilization
Outline patient education strategy to drive adoption
Detail HYDROS replacement strategy beyond revenue
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Next PROCEPT BioRobotics earnings date
Q4 202524 Feb, 2026
Next PROCEPT BioRobotics earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
PROCEPT BioRobotics Corporation is a medical technology company specializing in the development and commercialization of robotic systems for the treatment of urological conditions. The company’s primary focus is on addressing benign prostatic hyperplasia (BPH), offering minimally invasive solutions designed to improve precision, patient outcomes, and recovery times. Its robotic platform combines imaging, robotics, and software to enhance surgical accuracy and efficiency, supporting healthcare providers in delivering advanced care. PROCEPT BioRobotics Corporation is headquartered in Redwood City, California, and its shares are listed on the NASDAQ.
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