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: Ryan Zimmerman - BTIG - Analyst
: Good morning. Thanks for taking the questions. Can you hear me okay?
Question: Ryan Zimmerman - BTIG - Analyst
: Morning. Thank you and congrats on all the progress, guys. A couple of questions for me to get started. Maybe just, Nick, I'd love to hear your
perspective about the launch of ALLY in the back half of this year. You know, appreciate all the forward commentary you guys have been giving
us to help us think about the models. What do you expect to learn, Nick, off these first 10 systems? And how does that inform your view for '23?
Question: Ryan Zimmerman - BTIG - Analyst
: Appreciate that. And a couple of other smaller housekeeping questions, and I have another question as well. But just in terms of the pacing of the
system, that sounds like the bulk of the 10 systems are going to be placed in the fourth quarter and just appreciate any comments, Tom, you have
on pacing as we think about the model just in the near term.
Question: Ryan Zimmerman - BTIG - Analyst
: No, that's very helpful, Nick And Tom. Appreciate that. And you might make my third question kind of dovetails to that. Because if you look at your
leasing revenue, I mean, it's grown 25% on average over the past four quarters or so. And so, how do we think about kind of how should we expect
that to slowly phase down in terms of its growth as you're selling more outright ALLY systems? I'm just curious, kind of, again, these are more, I
think, modeling-related questions, but I think it's probably speaks to just that the change in the business model that you're alluding to, Nick?
Question: Ryan Zimmerman - BTIG - Analyst
: Okay. Got it.
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AUGUST 08, 2022 / 12:30PM, LNSR.OQ - Q2 2022 LENSAR Inc Earnings Call
Question: Ryan Zimmerman - BTIG - Analyst
: Okay. That's very helpful. I'll hop back in queue. I could ask more questions, but I'll let others if they're on, ask a few.
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