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: Lili Buffet - JP Morgan - Analyst
: Hi. This is Lili. I'm for Robbie. Thanks so much for taking the question. Maybe we could start with LAL utilization and some of the trends that you've
been seeing there lately. How do you think about utilization continuing to grow in 2025, now that we're sort of beyond the early adopter phase?
And how would you say that utilization varies at some of your mature accounts versus your newer ones?
Question: Steven Lichtman - Oppenheimer - Analyst
: Thank you. Good evening, guys. Just wanted to piggyback on the LDD enhancement, Ron. You mentioned opening the door to even more
customization. Can you expand on that? What further advancements could we see as a result of this with the platform as you look out over the
next few years?
Question: Steven Lichtman - Oppenheimer - Analyst
: Okay, great. Thanks, Ron. And then just in terms of the growth investments you're making this year on the OpEx side, can you give us an update
on where the main areas of focus are as it relates to the commercial organization, marketing, some of the optometrist work?
Question: Steven Lichtman - Oppenheimer - Analyst
: Great. Thanks for the call.
Question: Danielle Antalffy - UBS - Analyst
: Hey. Good afternoon, guys. Thanks so much for taking the question. Shelley, this is probably a question for you. Just thinking about the margin
cadence here, gross margin cadence, as we go through specifically, 2025.
But also, in the out years as much as you can help put out guideposts for us. As the LAL becomes a bigger piece of the mix here, how do we think
-- how should we think about margin cadence and the upside opportunity there. And then, I have one quick follow up.
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FEBRUARY 25, 2025 / 9:30PM, RXST.OQ - Q4 2024 Rxsight Inc Earnings Call
Question: Danielle Antalffy - UBS - Analyst
: Got you. Okay, that's helpful. And then wanted to follow up on a comment on that you made in the prepared remarks around, you're the centers
that are figuring out business models or ways to unique ways to work this into their workflow in a way that's efficient and what have you.
So I guess the question here is how much are you seeing that be replicated and are you seeing other centers implement that is something unique
about those centers that enables them to to implement those models? Or is that something that you expect to ultimately be replicated and
implemented across your centers? Thanks so much.
Question: Thomas Stephan - Stifel - Analyst
: Great. Hey guys, thanks for the questions. I'll start with the pipeline. And I guess Ron, just thinking specifically about LAL advancements, can you
kind of elaborate on what this entails in terms of, I guess I'll call it the nature of the advancements? I know you mentioned early innings and
upgrading technology in the field.
I mean, should we think about this is sort of improvements and upgrades like active shield for example? Or do we maybe think about new lenses
on the horizon altogether like LAL+ as an example that I have to follow up?
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FEBRUARY 25, 2025 / 9:30PM, RXST.OQ - Q4 2024 Rxsight Inc Earnings Call
Question: Thomas Stephan - Stifel - Analyst
: That's great color. Thanks, Ron. I appreciate that. And then Shelley, my second question, maybe for you. Just on guidance, I think it may very roughly
imply that LAL utilization remains in the high single-digit range which is I think where you exited in the fourth quarter of '24.
Although that was a bit of a deceleration from 3Q to '24 year-over-year growth. So I guess my question is what gives you the confidence that
utilization can at least hold steady in this high single digit year-over-year percent growth range. And then maybe, what's your level of conviction
that utilization actually could re-accelerate throughout 2025? Thanks.
Question: Thomas Stephan - Stifel - Analyst
: Super helpful. Thanks Shelley.
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