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    Eugene Mannheimer • Freedom Capital Markets

    Eugene Mannheimer's questions to Omnicell Inc (OMCL) leadership

    Eugene Mannheimer's questions to Omnicell Inc (OMCL) leadership • Q1 2025

    Question

    Eugene M. Mannheimer asked for clarity on the quarterly cadence of the projected $40 million tariff impact for 2025, questioning if it would be most heavily weighted in Q4. He also inquired if recent XT wins were delayed from the previous quarter and asked for an update on the current demand cycle for XT upgrades.

    Answer

    CFO Nchacha Etta detailed that after a $5 million impact in Q2, the remaining $30-35 million would hit in the second half of the year. Executive Kathleen Nemeth added there could be a bias towards Q4 due to higher revenue. CEO Randall Lipps clarified that the recent customer wins were new, not delayed, and were driven by the strategic appeal of the XT Amplify roadmap.

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    Eugene Mannheimer's questions to Omnicell Inc (OMCL) leadership • Q4 2024

    Question

    Eugene Mannheimer requested more detail on the Annual Recurring Revenue (ARR) metric, asking if it's broken down by component and how much of the guided amount is expected to convert to revenue in the next 12 months. He also asked about the implementation process for OmniSphere, questioning if it requires running redundant systems.

    Answer

    CFO Nchacha Etta confirmed ARR is composed of SaaS/Expert Services, technical services, and consumables, and that most of the year-end balance should convert to revenue in the following 12 months. CEO Randall Lipps clarified that the OmniSphere implementation is designed for minimal disruption, allowing the new cloud infrastructure to run alongside legacy systems without creating double workloads. Customers can migrate their connected devices when they are ready.

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