Earnings ExpectationsLower-than-expected gross and Adjusted EBITDA in 1Q25 margin may prompt investor questions.
Gross MarginGross margin missed the estimate due to higher manufacturing costs at their new facility, with lower overhead absorption and higher reserves/write-offs impacting COGS.
Leadership ChangesThe 23% sell-off is attributed to disappointing gross margin, unexpected inventory write-offs, the departure of CFO Nir Naor, and slower-than-expected breast sales specialist hiring.