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Nano-X Imaging Earnings Call: Mixed Outlook with Strategic Progress

Nano-X Imaging Earnings Call: Mixed Outlook with Strategic Progress

Nano-X Imaging Ltd. ((NNOX)) has held its Q2 earnings call. Read on for the main highlights of the call.

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The recent earnings call for Nano-X Imaging Ltd. presented a mixed sentiment, highlighting both progress and challenges. While the company has made significant strides in installations and partnerships, particularly in the U.S. and Europe, and has seen improvements in teleradiology revenue, these positive developments are tempered by increased losses and stagnant revenue in AI solutions, indicating ongoing financial challenges.

Expansion of Nanox.ARC Installations

Nano-X Imaging is on track to meet its ambitious goal of installing 100 Nanox.ARC systems by the end of 2025. The company currently has over 20 systems in operation, actively scanning patients. This progress underscores Nano-X’s commitment to expanding its technological footprint and enhancing its service capabilities.

Partnerships and Collaborations

The company announced several strategic collaborations, including partnerships with Duke University, Keiser University, and Ezra. These collaborations are set to enhance Nano-X’s clinical strategies and expand its AI capabilities, positioning the company to leverage academic expertise and innovative solutions.

Revenue Growth in Teleradiology Services

Nano-X reported an increase in revenue from its teleradiology services, reaching $2.7 million. The gross profit margin for these services improved from 15% to 18% compared to the previous year, indicating a positive trend in this segment of the business.

Increased Net Loss

The company reported a GAAP net loss of $14.7 million for the second quarter of 2025, compared to a net loss of $13.6 million in the same quarter of 2024. This increase in net loss highlights the financial challenges that Nano-X is currently facing.

Gross Loss in Imaging Systems

Nano-X faced a gross loss of $1.7 million from imaging systems sales on a GAAP basis, with a non-GAAP gross loss of $0.6 million. This indicates a challenging profit environment for the company’s imaging systems segment.

Volatility in AI Solutions Revenue

Revenue from AI solutions remained stagnant at $0.1 million, with a gross loss of $2.0 million. This reflects volatility and slow revenue growth in this segment, posing a challenge for Nano-X’s AI initiatives.

Forward-Looking Guidance

Looking ahead, Nano-X Imaging has set clear targets to drive growth. The company aims to install 100 Nanox.ARC systems by the end of 2025, with a focus on expanding its commercial footprint in the U.S. and Europe. Despite reporting a revenue of $3.0 million and a gross loss of $3.2 million on a GAAP basis for the quarter, Nano-X is optimistic about revenue growth in the second half of 2025. This optimism is supported by a robust clinical program and strategic partnerships, including a multiyear Volume Supply Agreement with Fabrinet to enhance manufacturing efficiency.

In summary, the earnings call for Nano-X Imaging Ltd. revealed a mixed outlook, with significant progress in installations and partnerships but also highlighted financial challenges. The company’s forward-looking strategies, including expanding its commercial footprint and enhancing manufacturing efficiency, aim to address these challenges and drive future growth.

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