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    Kyle Bauser • B. Riley Securities

    Kyle Bauser's questions to Varex Imaging Corp (VREX) leadership

    Kyle Bauser's questions to Varex Imaging Corp (VREX) leadership • Q1 2025

    Question

    Kyle Bauser of B. Riley Securities asked for details on the cargo inspection business, including its current size within the Industrial segment and the delivery timeline for the recent $14 million order. He also requested the specific revenue figure from China for the quarter and the outlook for that region.

    Answer

    CFO Shubham Maheshwari stated that the security inspection vertical is about 40% of Industrial sales, with cargo inspection being the majority of that. He and CEO Sunny Sanyal confirmed the $14 million order is expected to be delivered within 12 months. For China, Shubham Maheshwari reported Q1 revenue was approximately $35 million, or 18% of total sales, but noted that the company was previously operating at a higher run rate in the region.

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    Kyle Bauser's questions to Varex Imaging Corp (VREX) leadership • Q4 2024

    Question

    Kyle Bauser of B. Riley Securities asked about the dynamics behind the stabilization in the oncology segment, the basis for confidence in the destocking timeline, and the expected trend for capital expenditures.

    Answer

    CEO Sunny Sanyal attributed the oncology segment's stability to the broader trend of customer destocking beginning to subside. He noted that confidence in the destocking timeline is based on stabilizing inbound order rates and direct customer conversations. CFO Shubham Maheshwari clarified that capital expenditures will remain elevated in fiscal 2025, in the $25 million to $30 million range, primarily due to the ongoing manufacturing build-out in India.

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    Kyle Bauser's questions to LifeMD Inc (LFMD) leadership

    Kyle Bauser's questions to LifeMD Inc (LFMD) leadership • Q3 2024

    Question

    Kyle Bauser inquired about the number of net new weight management subscribers added in Q3 and the current total. He also asked for an update on the company's plans and timeline for divesting the WorkSimpli business.

    Answer

    CFO Marc Benathen disclosed that LifeMD added 15,000 net new weight management subscribers in Q3, bringing the total to approximately 75,000. Regarding WorkSimpli, Benathen confirmed the plan is still to divest the business, but a transaction was delayed by its soft performance earlier in the year. He noted that with the business now returning to growth, they expect to proceed once it demonstrates a sustained positive trajectory.

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