Lensar (LNSR) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Mon, June 1, 2026 astatine 12:10 PM CDT 30 min read

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DATE

Friday, May 8, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Nicholas Curtis

• Chief Financial Officer — Thomas Staab

Full Conference Call Transcript

Nick Curtis, Chief Executive Officer; and Tom Staab, Chief Financial Officer of LENSAR, who volition supply an overview of caller developments, our go-forward strategy and fiscal results. Following these prepared remarks, we'll crook the telephone backmost implicit to the relation to instrumentality your questions. Before we begin, I'd similar to punctual you each that today's telephone volition incorporate forward-looking statements, including statements regarding aboriginal results, unaudited and forward-looking fiscal accusation arsenic good arsenic accusation astir the company's aboriginal show and/or achievements. These statements are taxable to known and chartless risks and uncertainties, which whitethorn origin our existent results, show oregon achievements to beryllium materially antithetic from immoderate aboriginal results oregon show expressed oregon implied connected this league call.

You should not spot immoderate undue reliance connected these forward-looking statements. For further information, including a elaborate treatment of the hazard factors, delight notation to the company's documents filed with the Securities and Exchange Commission, which tin beryllium accessed connected our IR website. In addition, this telephone contains time-sensitive accusation close lone arsenic of the day of this unrecorded broadcast, May 8, 2026. LENSAR undertakes nary work to revise oregon different update immoderate forward-looking statements to bespeak events oregon circumstances that whitethorn hap aft the day of this unrecorded league call. With that said, it's present my pleasance to crook the telephone implicit to our Chief Executive Officer, Nick Curtis. Nick?

Nicholas Curtis: Thank you, Lee, and bully greeting to everyone. Thank you for joining america today. Near the extremity of the archetypal quarter, we turned the page, marking a caller opening for LENSAR arsenic we exited the transaction-related holding signifier we are operating successful for the past twelvemonth and began to erstwhile again carve our ain way arsenic an autarkic organization. With the termination of the merger not happening mid-March, we spent astir of 4th 1 successful the authorities of limbo, and that authorities of being was reflected successful our results for the quarter. However, successful a affirmative light, the FTC presumption and woody termination validated, we person the champion exertion successful the market.

Subsequently, we person made important advancement since March 16 and look guardant to expanding our planetary footprint, allowing much surgeons and their patients to acquisition the life-changing benefits of ALLY without the uncertainty of a pending transaction. While our near-term fiscal and operating -- operational show volition nary uncertainty beryllium watched closely, it's important to recognize that for the adjacent respective quarters, occurrence won't beryllium measured by immoderate metric connected our P&L, but alternatively by advancement towards reestablishing the coagulated instauration and momentum for maturation that we were gathering connected anterior to the announcement of the merger astatine the extremity of Q1 2025.