Consumer DemandINMD has not seen an increase in the number of consumables sold despite adding more capital to the market, implying ongoing weakness in consumer demand.
Revenue PerformanceInMode announced preliminary revenues significantly below consensus estimates, indicating potential challenges ahead.
Tariffs ImpactA higher mix of OUS revenues coupled with its expectations for 10% US tariffs on Israel led INMD to lower its margin and bottom-line guidance for FY25.