Carl Zeiss Meditec AG Q3 2022 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Graham Doyle - UBS Investment Bank, Research Division - Analyst : Just 2 for me, one sort of short term, one longer term and sort of a similar question to what I asked last conference call. When you look at what you've delivered for the 9 months to date and you think about the consumables orders that you flagged in China in particular, it feels like you're probably off to a reasonably decent Q4 start. Could you give us some context on that? Because it looks to me the guidance for the full year, you probably only need to deliver something like 6% organic revenue growth in Q4, so it feels a little bit conservative. So maybe just give us a sort of push and pull on that would be great. And then longer term, we're all kind of excited looking towards the U.S. and the expansion there in IOLs. And I suppose one of your peers are super excited by the EDoF lenses where you already play. Probably haven't spoken so much about that. So it'd be good to get your sort of sense on the opportunity there, where you stand today in Europe and APAC and maybe what you can do beyond the trifocal in the U.S. by also having an EDoF.

Question: Daniel Wendorff - ODDO BHF Corporate & Markets, Research Division - Analyst : Two for me, please. The first one is, can you talk in general bit about the performance in North America. So what is driving the market there? And what is running really good? What is potentially not running so good? And my second question would be on the recurring revenue stream. How REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 05, 2022 / 7:30AM, AFXG.DE - Q3 2022 Carl Zeiss Meditec AG Earnings Call is that developing according to the different regions you're reporting about? So any particular differences it goes hand in hand region by region? So any more color you could provide here, I would appreciate.