)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
QuidelOrtho (QDEL) investor relations material
QuidelOrtho Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI 8th Annual HealthCONx Conference summary2 Dec, 2025
Financial performance and outlook
Achieved solid Q3 with top-line growth and strong margins, tracking toward full-year targets of mid-single digit base business growth and adjusted EBITDA margin increase from 19.5% to 22% in 2024.
$140 million in cost reductions since mid-2024, mainly from staffing and procurement, driving margin improvements.
Donor screening business shutdown and declining COVID revenue created headwinds, but base business excluding these grew 4–5%.
COVID revenue expected to stabilize at $80 million annually, with no further significant declines anticipated.
China business remains strong, with mid-single digit growth expected to continue through 2026, largely insulated from VBP/DRG impacts due to product mix and technology.
Business segments and growth drivers
Labs business (about half of revenue) expected to maintain mid-single digit growth, supported by new assay approvals.
Immunohematology segment projected to grow 3–4% in 2026, in line with market, with potential for acceleration tied to next-gen platforms.
Triage product experiencing high single-digit growth, especially in China, Latin America, and Europe, aided by expanded sales team.
Point of care segment expected to return to mid-single digit growth in 2026 after timing-related softness in 2024.
Ongoing shift in product mix toward immunoassay, now 30% of analyzer base, contributing 10–20 bps margin uplift annually.
Portfolio optimization and product pipeline
Discontinued Savanna molecular platform in favor of Rheonix, aiming for faster, more cost-effective market entry and menu expansion.
Rheonix launch expected after FDA clearance late 2024 or early 2025, with limited rollout in H1 and broader launch in H2; initial margin dilution expected, turning accretive as volume scales.
No significant margin impact from Savanna discontinuation; one-time charges already absorbed.
Continuous portfolio review and optimization remain a focus, with no new divestitures announced.
Next-gen platform planning underway for Vitros and Labs business; ongoing menu expansion with new assays like High Sensitivity Troponin.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next QuidelOrtho earnings date
Citi Annual Global Healthcare Conference 20253 Dec, 2025
Next QuidelOrtho earnings date
Citi Annual Global Healthcare Conference 20253 Dec, 2025
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
Quidel Corporation develops, manufactures and markets diagnostic testing solutions that can produce rapid and accurate clinical results to aid in the diagnosis of critical medical conditions. Rapid, accurate point of care tests are used by physicians and other healthcare providers to rapidly detect a variety of medical conditions. Quidel's products range from simple diagnostic screeners to more sophisticated multiple-analyte tests designed to be performed on Quidel's automated workstations.
Quidel manufactures its products and operates its sales and marketing operations primarily in San Diego, California and provides quality service and technical support through trained customer service representatives worldwide. Quidel Corporation was incorporated in 1979 and is headquartered in San Diego, 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