Research analysts who have asked questions during Zepp Health earnings calls.
SR
Siddharth Rajeev
Fundamental Research Corp.
5 questions for ZEPP
Also covers: AUMN
DC
Dylan Chu
Point72 Hong Kong
4 questions for ZEPP
NB
Nicolas Britten-Jones
Brooks Investment
2 questions for ZEPP
YZ
Yuan Zhu
Guosen Securities
2 questions for ZEPP
Also covers: LNTH
FD
Frank Dugan
Works Investments
1 question for ZEPP
SR
Sid Rajeev
Fundamental Research Corp
1 question for ZEPP
Also covers: AUMN
Recent press releases and 8-K filings for ZEPP.
Zepp Health Reports Third Quarter 2025 Unaudited Financial Results
ZEPP
Earnings
Guidance Update
Product Launch
- Zepp Health reported revenue of US$75.8 million for the third quarter of 2025, representing a 78.5% year-over-year growth, and achieved an adjusted operating income of US$0.4 million, reaching breakeven for the quarter.
- The company's gross margin for Q3 2025 was 38.2%, a 2.0% improvement compared to the second quarter of 2025.
- As of September 30, 2025, cash and cash equivalents and restricted cash totaled US$102.6 million.
- For the fourth quarter of 2025, management expects net revenues to be between US$82.0 million and US$86.0 million, which would represent a 38% to 45% year-over-year increase.
- Zepp Health launched the Amazfit T-Rex 3 Pro and continued its share repurchase program, having used US$16.1 million to repurchase approximately 2.2 million ADSs as of September 30, 2025.
Nov 5, 2025, 11:03 AM
Zepp Health Corporation Reports Strong Q3 2025 Results and Provides Q4 2025 Guidance
ZEPP
Earnings
Guidance Update
Product Launch
- Zepp Health Corporation reported Q3 2025 revenue of $75.8 million, an increase of 78.5% year-over-year, meeting the upper end of its previous guidance.
- The company achieved operating break-even in Q3 2025, a significant improvement from an adjusted operating loss of $11.3 million in Q3 2024.
- Gross margin expanded sequentially to 38.2% (or 39.4% excluding tariffs) in Q3 2025, driven by effective product mix management and ongoing margin improvement initiatives.
- Key product launches included the Amazfit T-Rex 3 Pro in September, with the 44 mm version starting sales on October 25th, and continued strong performance from Balance 2 and Helio Strap.
- For Q4 2025, Zepp Health expects revenue to be between $82 million and $86 million, representing 38%-45% year-over-year growth.
Nov 5, 2025, 1:30 AM
Zepp Health Corporation Reports Strong Q3 2025 Results and Positive Q4 Outlook
ZEPP
Earnings
Guidance Update
M&A
- Zepp Health reported Q3 2025 revenue of $75.8 million, marking a 78.5% year-over-year increase, and achieved operating break-even for the quarter, a significant improvement from the prior year.
- The company's gross margin for Q3 2025 was 38.2%, or 39.4% excluding tariffs, representing a 2% sequential improvement compared to Q2 2025.
- Zepp Health provided Q4 2025 revenue guidance in the range of $82 million to $86 million, anticipating 38%-45% year-over-year growth.
- Key strategic developments included the launch of the Amazfit T-Rex 3 Pro in September and the acquisition of core assets from Wide AI, a women's wellness platform.
- As of September 30, 2025, the cash balance stood at $103 million, and the company has cumulatively retired $64.5 million of debt since the beginning of 2023.
Nov 5, 2025, 1:30 AM
Zepp Health Announces Q3 2025 Financial and Operating Results
ZEPP
Earnings
Guidance Update
Share Buyback
- Zepp Health reported revenue of $75.8 million for Q3 2025, which met the upper end of its guidance range, and an adjusted net loss of $0.7 million.
- The company shipped 0.8 million units in Q3 2025, with Amazfit-branded products accounting for all 0.8 million units, an increase from 0.5 million units in Q3 2024.
- As of September 30, 2025, cash and cash equivalents stood at $102.6 million. For the fourth quarter of 2025, the company expects net revenues to be between $82 million and $86 million.
Nov 5, 2025, 1:30 AM
Zepp Health Corporation Reports Strong Q3 2025 Results and Provides Q4 Guidance
ZEPP
Earnings
Guidance Update
Product Launch
- Zepp Health Corporation reported Q3 2025 revenue of $75.8 million, an increase of 78.5% year-over-year, and achieved operating break-even for the quarter, a significant improvement from Q3 2024.
- The gross margin for Q3 2025 was 38.2%, representing a 2% sequential improvement from Q2 2025.
- The company provided Q4 2025 revenue guidance in the range of $82 million to $86 million, projecting 38% to 45% year-over-year growth.
- Key product developments included the launch of the Amazfit T-Rex 3 Pro in September and the acquisition of Wide AI's core assets to enhance its technology ecosystem.
Nov 5, 2025, 1:30 AM
Zepp Health Reports Strong Q3 2025 Financial Results and Q4 Guidance
ZEPP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Zepp Health Corporation reported Q3 2025 revenue of US$75.8 million, representing 78.5% year-over-year growth.
- The company achieved adjusted operating income breakeven of US$0.4 million in Q3 2025, a significant improvement from an adjusted operating loss of US$11.3 million in Q3 2024.
- As of September 30, 2025, cash and cash equivalents and restricted cash totaled US$102.6 million.
- For Q4 2025, management expects net revenues to be between US$82.0 million and US$86.0 million, an increase of approximately 38% to 45% year-over-year.
- The company also debuted the Amazfit T-Rex 3 Pro and extended its share repurchase program through November 2026, having repurchased US$16.1 million in ADSs as of September 30, 2025.
Nov 5, 2025, 1:15 AM
Quarterly earnings call transcripts for Zepp Health.
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