Ekso Bionics Holdings, Inc. Q3 FY2021 Earnings Call
· Earnings call transcript and AI-powered summary
Quarter Highlights
- Q3 2021 revenue reached approximately $3 million, up 38% sequentially from Q2 2021 and slightly above the $2.9 million reported in Q3 2020.
- EksoHealth recorded 16 EksoNR bookings: 14 capital purchases and 2 subscription agreements. This skew toward capital purchases contrasts with the growing subscription trend seen earlier in the year.
- Industrial segment revenue more than doubled year-over-year compared to Q3 2020, driven largely by increased adoption of the EVO exoskeleton.
- The sales pipeline grew across both medical and industrial segments, supported by capital purchase demand, subscription offerings, and expanded evaluations with large customers.
Medical Segment (EksoHealth) Performance
- EksoHealth generated roughly $2.7 million in revenue for Q3 2021.
- Rolling 12‑month conversion and renewal rate remained strong at 77%.
- Contracted but unrecognized revenue under subscriptions reached more than $1.2 million.
- Network operators accounted for 70% of new U.S. bookings year-to-date versus 24% for all of 2020, showing meaningful traction in this strategic customer group.
- Subscription model continues to gain importance among large network partners, who acquired 80% of their year-to-date units via subscription.
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