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    Philippe Belamant

    Research Analyst at Truist Securities

    No publicly available information indicates that Philippe Belamant works as an analyst at Truist Securities; the most prominent individual with a similar name is Philip Belamant, who is CEO and Co-founder of Zilch, a major fintech firm. There is no evidence of a Philippe Belamant holding an analyst, research, or related finance position at Truist Securities or covering companies as a Wall Street analyst. Searches for performance metrics, covered companies, career history, and professional credentials related to Philippe Belamant at Truist Securities return no verifiable results. As such, a professional profile fitting the requested criteria cannot be compiled for this individual.

    Philippe Belamant's questions to iRhythm Technologies (IRTC) leadership

    Philippe Belamant's questions to iRhythm Technologies (IRTC) leadership • Q4 2024

    Question

    Philippe Belamant asked for more detail on the calculation of the 50-75 basis point gross margin impact from potential tariffs and for insight into the SG&A expense cadence for 2025.

    Answer

    CFO Daniel Wilson explained the tariff impact calculation is based on proposed tariffs going into effect in March, with suppliers in Mexico being a primary driver of the headwind. Regarding SG&A, he noted the company will see a full-year benefit from 2024 restructuring but will balance this with continued reinvestment in key growth areas like undiagnosed monitoring, Zio MCT, and international expansion.

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