XT Amplify Adoption
Q: How will XT Amplify impact revenue and adoption?
A: The XT Amplify platform is expected to drive customer adoption through new innovations beyond just a console upgrade. " While connected devices remain mostly capital, Amplify introduces services that could impact revenue recognition over time. " All components are bookable now, and there's significant customer engagement and demand. "

Customer Capital Spending
Q: Are customers increasing spending or still cautious?
A: Customer health varies; some are improving, but many remain cautious with capital equipment expenditures, particularly in inpatient settings. " The company notes sensitivity around capital deployments, and customers are prudent about timing. "

Guidance and Revenue Outlook
Q: Does recent performance affect full-year guidance?
A: Despite a strong first quarter, the company is maintaining its guidance and not changing its outlook. " They acknowledge headwinds with some customers but continue to track to the provided guidance. " They remain comfortable with their product outlook, which is slightly higher this year, contemplating the launch of Amplify. "

RDS Divestiture
Q: Does divesting RDS mean exiting international markets?
A: The RDS divestiture does not signal an exit from international markets. " It's part of an ongoing plan to ensure investments generate the right returns for shareholders. "

Cost Savings Initiatives
Q: Are cost-saving measures fully reflected in guidance?
A: The majority of cost savings were realized in the first quarter, with a smaller portion anticipated throughout the year. " The company continues to evaluate its cost structure to improve financial performance. "

Enliven Business Update
Q: What's the outlook for Enliven?
A: The Enliven business has seen a good start to the year with new wins, primarily in new rooftops. " These wins will contribute to annual recurring revenue moving forward, and the company is cautiously optimistic about steady long-term growth. "

Impact of Change Healthcare Disruption
Q: Any impact from Change Healthcare disruption?
A: The company hasn't seen any impact on its business from the Change Healthcare disruption but is monitoring the situation closely " ,. "

340B Program Trends
Q: Update on 340B program volumes?
A: The 340B third-party administration business remains in line with last year, generating about $30 million to $35 million annually. " The company expects it to be flat in 2024 but sees it as a valuable part of their strategy, combining it with specialty pharmacy services " ,. "

Specialty Pharmacy Consulting
Q: How does specialty pharmacy consulting inform product development?
A: Specialty pharmacy consulting engages at a high level with clients, allowing the company to discuss improving revenues and cost impacts in pharmacy operations. " This informs product development, particularly in addressing outpatient clinic needs. "

XT Amplify Offerings
Q: What are the XT Amplify solutions available?
A: XT Amplify includes solutions like XT Extend (console upgrade), Care Plus (workflow redesign), and Server Scale (scalable server capacity as a service). " All are available for order today, with strong customer interest. "

Services Revenue Timing
Q: What contributed to services revenue pull forward?
A: The timing impact was primarily driven by increased demand in advanced services and technical services. " The company expects this to even out over the course of the year, maintaining their guidance outlook. "

IVX Robots Regulatory Review
Q: Update on regulatory review of IVX robots?
A: At the end of last year, there was final resolution on some regulations. " The company now has clearer determination on classifying robot locations and applicable regulations as they deploy. "

Outcomes-Based Solutions
Q: Plans for outcomes-based solution approaches?
A: The company recognizes the importance of medication management in patient outcomes and finances. " They're focusing on connecting pharmacy activities to patient episodes, particularly in retail cloud-based solutions. "