Tag Archives: calls insights comments earnings call

Glaukos outlines $600M–$620M 2026 revenue outlook as Epioxa launch and iDose TR drive growth

**Glaukos Outlines $600M–$620M 2026 Revenue Outlook as Epioxa Launch and iDose TR Drive Growth**

*October 30, 2025 – 12:07 AM ET*

Glaukos Corporation (NYSE: GKOS) reported strong financial performance in the third quarter of 2025, highlighted by robust sales growth and an optimistic outlook for the coming years.

CEO Thomas Burns opened the earnings call by announcing a “record third quarter consolidated net sales of $133.5 million, up 38% on a reported basis, or 37% on a constant currency basis, compared to the year-ago quarter.”

**Key Highlights**

– **Revenue Growth Drivers:** The company’s upgraded guidance for 2025 and a preliminary revenue range of $600 million to $620 million for 2026 are primarily driven by the successful adoption of iDose TR, the upcoming FDA-approved launch of Epioxa, and continued improvements in gross margins.

– **Epioxa Launch and Pricing Concerns:** Analysts and management acknowledged considerable risks associated with Epioxa’s $78,500 price point. Concerns remain around payer education, patient access, and potential reimbursement challenges which may impact near-term adoption.

– **Corneal Health Segment Outlook:** Management cautioned about a potential year-over-year decline in the Corneal Health segment during the rollout of Epioxa. This is attributed to the phased discontinuation of Photrexa and uncertainties around payer coverage for the new treatment.

**Looking Ahead**

Glaukos remains focused on driving growth through its innovative ophthalmic therapies. The momentum behind iDose TR, combined with the strategic launch of Epioxa, positions the company for sustained revenue expansion in 2026 and beyond.

*Disclaimer:* The above summary is based on AI-generated insights from Glaukos Corporation’s Q3 2025 earnings call transcripts and other publicly available information on Seeking Alpha. It is intended for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions.
https://seekingalpha.com/news/4510983-glaukos-outlines-600m-620m-2026-revenue-outlook-as-epioxa-launch-and-idose-tr-drive-growth?utm_source=feed_news_all&utm_medium=referral&feed_item_type=news

Deckers outlines $5.35B revenue target and focuses on HOKA, UGG growth amid tariff pressures

**Deckers Outlines $5.35B Revenue Target, Focuses on HOKA and UGG Growth Amid Tariff Pressures**

*October 23, 2025 | 9:08 PM ET*

Deckers Outdoor Corporation has announced a revenue target of $5.35 billion, emphasizing growth in its key brands HOKA and UGG. Despite ongoing tariff pressures affecting the industry, the company remains focused on expanding these flagship product lines.

**Short Interest and Market Performance**

Deckers Outdoor Corporation (Ticker: DECK) has shown notable activity in the market, with recent trends indicating shifts in short interest. Investors are keeping a close eye on the company’s strategic moves as it navigates current economic challenges.

Stay tuned for further updates and in-depth analysis on Deckers and related stocks.
https://seekingalpha.com/news/4508035-deckers-outlines-5_35b-revenue-target-and-focuses-on-hoka-ugg-growth-amid-tariff-pressures?utm_source=feed_news_all&utm_medium=referral&feed_item_type=news