The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Steven Paul Halper - Cantor Fitzgerald & Co., Research Division - Analyst
: Two questions. Could you just talk about some of those key capabilities of FDS? Just trying to understand exactly what those are.
Question: Steven Paul Halper - Cantor Fitzgerald & Co., Research Division - Analyst
: That's very helpful. And then the follow-up question was on the inflation costs. Could you just quantify what you think those are going to be? And
to what extent the -- can you quantify the cost saves, recognizing that you did lower the EBITDA midpoint just a bit? I'm assuming that's because
of the inflation headwinds.
Question: Steven Paul Halper - Cantor Fitzgerald & Co., Research Division - Analyst
: And then -- but is it safe to say that the net impact was primarily responsible for the lower top end of the range of the EBITDA guidance? Is that
correct?
Question: Anne Elizabeth Samuel - JPMorgan Chase & Co, Research Division - Analyst
: Scott, you talked about the renaissance for hospitals coming out of COVID. I was hoping maybe you could talk a little bit about the pace and appetite
of incremental purchasing and just maybe how that will impact timing of when we'll see that start to come through the P&L.
Question: Anne Elizabeth Samuel - JPMorgan Chase & Co, Research Division - Analyst
: That's really helpful and really great to hear. Maybe just one on the quarter specifically. You saw some really nice expense savings this quarter. I
was just wondering, is that related to some of the cost savings actions that you're anticipating taking? Or was there something unique to this
quarter?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
JULY 29, 2021 / 12:30PM, OMCL.OQ - Q2 2021 Omnicell Inc Earnings Call
Question: Zhilin Long - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: So my first question is on the FDS Amplicare. So I understand that the acquisition will give you additional capabilities, like financial management,
analytics and population health. I'm just wondering from customers' perspective, so how important are these new added capabilities to your
existing Tier 1 pharmacy customers? And then maybe how should we think about the integration time line? When do you expect to finish integration?
Question: Zhilin Long - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Okay. Good. And then I guess my second question is on the inflationary comment. I'm wondering, to what extent is this inflationary headwind kind
of reflected already in the Q2 results?
And then, Peter, I'm wondering if you can talk a little bit about the pricing refinement that you mentioned. Kind of what's the scope of that? How
much pricing change are we talking about? Anything there will be helpful.
Question: Zhilin Long - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Okay. Great. I guess if I can squeeze in one last question. I'm wondering if you can talk about the Spartanburg expansion a bit. So it seems that the
expansion includes the adoption for the Central Pharmacy Advanced Services and Omnicell One, and they have been a customer with you guys.
I'm wondering like how long -- how much time have they been a customer with you? And what kind of triggers their interest for this expansion?
| 
