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: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: Congrats on good quarter. Maybe to start, it's hard to escape it. GLP-1 is becoming a very big topic in med tech. And your -- it's impacting bariatric
surgery here. It doesn't seem to be impacting anything else, particularly in the pipeline. But just wondering your thoughts overall, could GLP-1s
ultimately be a positive as more people try weight loss surgery and come in the funnel? And any other impacts good or bad that you foresee on
business?
Question: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: No, I had a financial question for Jamie, if that's okay, after.
Question: Robert Justin Marcus - JPMorgan Chase & Co, Research Division - Analyst
: Jamie, it looks like the fourth quarter gross margin is ticking down a bit, and you're talking about the increased depreciation cost and some of these
new investments here. I was wondering if you could size the amount, and I'm really looking for how to think about into next year with depreciation,
so we could get our gross margin set based on whatever expansion or contraction we're all forecasting.
Question: Brandon Vazquez - William Blair & Company L.L.C., Research Division - Analyst
: Maybe my first one, I wanted to talk a little bit about general surgery, that's obviously been a nice growth path for you here in the U.S. My
understanding is it's a little less penetrated international. What do you think needs to happen in the international markets to kind of get on that
steep part of the adoption curve for general surgery as well? Are they kind of seeing time lines and catalysts in the U.S?
Question: Brandon Vazquez - William Blair & Company L.L.C., Research Division - Analyst
: Great. And then maybe last one for me as a follow-up, I think last quarter, you guys were talking a little bit about launching, I believe it was called
Case Insights, kind of the software AI platform. Any kind of updates on that end? How are things going so far? And maybe what's in the future for
that program?
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